Stock Taper

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Invitation Homes Inc.INVH28.54K$862.32K
The Carlyle Group Inc.CG28.64K$1.21M
Cenovus Energy Inc.CVE28.8K$714.62K
Baxter International Inc.BAX29.04K$619.03K
Intuit Inc.INTU29.04K$7.58M
Parker-Hannifin CorporationPH29.09K$28.46M
AGNC Investment Corp.AGNC29.23K$318.65K
Aegon Ltd.AEG29.27K$246.99K
3M CompanyMMM29.34K$4.75M
American Water Works Company, Inc.AWK29.78K$3.92M
Realty Income CorporationO29.91K$1.85M
Farmers National Banc Corp.FMNB30.48K$445.01K
Aflac IncorporatedAFL30.54K$3.58M
UiPath Inc.PATH30.91K$335.98K
Johnson Controls International plcJCI31K$4.53M
The Trade Desk, Inc.TTD31.03K$561.02K
RB Global, Inc.RBA31.07K$3.62M
Republic Services, Inc.RSG31.43K$6.7M
Sysco CorporationSYY31.5K$2.63M
Newmont CorporationNEM31.91K$2.98M