Stock Taper

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Brookfield Asset Management Ltd.BAM12.42K$556.9K
Ameren CorporationAEE12.43K$1.4M
Vertex Pharmaceuticals IncorporatedVRTX12.44K$6.18M
Yum! Brands, Inc.YUM12.46K$1.99M
Americold Realty Trust, Inc.COLD12.5K$196.48K
American Battery Technology Company Common StockABAT12.5K$35.39K
Cigna CorporationCI12.55K$3.46M
ArcelorMittal S.A.MT12.56K$756.25K
Peloton Interactive, Inc.PTON12.58K$74.34K
loanDepot, Inc.LDI12.67K$15.84K
Liberty Latin America Ltd.LILAK12.73K$99.21K
NuScale Power CorporationSMR12.74K$127.75K
The Simply Good Foods CompanySMPL12.77K$169.6K
ICICI Bank LimitedIBN12.8K$371.54K
Collegium Pharmaceutical, Inc.COLL12.84K$464.88K
Royal Caribbean Cruises Ltd.RCL12.85K$4.08M
DuPont de Nemours, Inc.DD12.86K$1.74M
Prudential Financial, Inc.PRU12.86K$1.39M
Portland General Electric CompanyPOR12.96K$671.63K
Moderna, Inc.MRNA13.08K$915.78K