Stock Taper

UNITED CAPITAL FINANCIAL ADVISERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bentley Systems, IncorporatedBSY90.42K$2.7M
Novartis AGNVS89.77K$14.07M
Blackstone Inc.BX89.72K$10.56M
Alliant Energy CorporationLNT88.83K$6.78M
Trimble Inc.TRMB88.67K$4.54M
C.H. Robinson Worldwide, Inc.CHRW87.93K$16.56M
LG Display Co., Ltd.LPL87.23K$339.34K
General Dynamics CorporationGD86.89K$30.78M
United Parcel Service, Inc.UPS86.77K$9.33M
Huntington Bancshares IncorporatedHBAN86.57K$1.53M
Z Squared Inc.ZSQR86.06K$910.54K
Honeywell International Inc.HON84.74K$18.97M
Illinois Tool Works Inc.ITW84.72K$22.91M
KeyCorpKEY84.51K$1.95M
Accenture plcACN83.03K$10.33M
The Southern CompanySO81.6K$7.81M
Sony Group CorporationSONY81.29K$1.63M
Ares Capital CorporationARCC81.27K$1.51M
HDFC Bank LimitedHDB80.35K$2.08M
S&P Global Inc.SPGI80.34K$32.72M