Stock Taper

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Donaldson Company, Inc.DCI3.1K$278.56K
Amkor Technology, Inc.AMKR3.12K$268.87K
Terex CorporationTEX3.16K$228.61K
BWX Technologies, Inc.BWXT3.16K$614.9K
Revvity, Inc.RVTY3.16K$351.58K
Revolution Medicines, Inc.RVMD3.17K$594.61K
Wheaton Precious Metals Corp.WPM3.2K$359.29K
Sea LimitedSE3.2K$307.05K
The Bank of Nova ScotiaBNS3.22K$279.63K
Agnico Eagle Mines LimitedAEM3.25K$504.46K
Federal Realty Investment TrustFRT3.27K$403.77K
Packaging Corporation of AmericaPKG3.28K$781.32K
Huntington Ingalls Industries, Inc.HII3.29K$920.92K
Bank of MontrealBMO3.33K$587.53K
Leidos Holdings, Inc.LDOS3.38K$348.37K
Allegro MicroSystems, Inc.ALGM3.41K$237.68K
OneMain Holdings, Inc.OMF3.44K$209.43K
Commercial Metals CompanyCMC3.45K$216.29K
FactSet Research Systems Inc.FDS3.46K$797.23K
Rambus Inc.RMBS3.47K$460.87K