Stock Taper

EVERCORE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Slb N.V.SLB8.4K$390.44K
Edison InternationalEIX8.52K$634.39K
McCormick & Company, IncorporatedMKC8.58K$432.7K
Caterpillar Inc.CAT8.58K$9.14M
Columbia Banking System, Inc.COLB8.65K$277.14K
Jacobs Solutions Inc.J8.79K$1.11M
The Southern CompanySO8.82K$843.88K
Rocket Lab USA, Inc.RKLB9.49K$965.17K
Zoetis Inc.ZTS9.68K$695.82K
Golar LNG LimitedGLNG10K$498.4K
The Travelers Companies, Inc.TRV10.15K$3.35M
ConocoPhillipsCOP10.22K$1.06M
Gilead Sciences, Inc.GILD10.44K$1.32M
GE AerospaceGE10.78K$4.03M
AptarGroup, Inc.ATR10.86K$1.36M
Truist Financial CorporationTFC10.94K$545.18K
The Boeing CompanyBA10.96K$2.37M
Altria Group, Inc.MO11.06K$795.55K
Phillips 66PSX11.46K$1.94M
Jefferies Financial Group Inc.JEF11.96K$597.91K