Stock Taper 
EVERCORE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 55.8K | $8.18M |
 Abbott Laboratories | ABT | 59.04K | $5.36M |
 International Business Machines Corporation | IBM | 60.52K | $17.02M |
 The Procter & Gamble Company | PG | 60.54K | $8.88M |
 Golub Capital BDC, Inc. | GBDC | 62.81K | $809.04K |
 Voyager Technologies, Inc. | VOYG | 63.67K | $2.05M |
 UnitedHealth Group Incorporated | UNH | 68.84K | $28.61M |
 Exxon Mobil Corporation | XOM | 75.51K | $10.32M |
 Walmart Inc. | WMT | 76.99K | $8.72M |
 AbbVie Inc. | ABBV | 79.8K | $20.08M |
 PepsiCo, Inc. | PEP | 82.72K | $11.2M |
 Merck & Co., Inc. | MRK | 91.09K | $11.7M |
 The Sherwin-Williams Company | SHW | 92.53K | $31.86M |
 Pfizer Inc. | PFE | 93.41K | $2.25M |
 Costco Wholesale Corporation | COST | 99.51K | $93.08M |
 BlackRock, Inc. | BLK | 105.81K | $101.75M |
 Comfort Systems USA, Inc. | FIX | 112.39K | $222.76M |
 The Coca-Cola Company | KO | 125.61K | $10.21M |
 Johnson & Johnson | JNJ | 130.11K | $33.04M |
 Chevron Corporation | CVX | 142.45K | $23.61M |