Stock Taper

WELLINGTON SHIELDS & CO., LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Broadcom Inc.AVGO10.74K$4.06M
Iron Mountain IncorporatedIRM10.64K$1.34M
Chipotle Mexican Grill, Inc.CMG10.5K$357K
Tempus AI, Inc.TEM10.4K$602.47K
First Horizon CorporationFHN10K$256.4K
Prudential Financial, Inc.PRU9.98K$1.08M
Caterpillar Inc.CAT9.91K$10.55M
Medtronic plcMDT9.78K$764.7K
The Williams Companies, Inc.WMB9.67K$719.2K
Constellation Energy CorporationCEG9.63K$2.39M
Altria Group, Inc.MO9.61K$691.2K
Toast, Inc.TOST9.6K$267.07K
Waste Management, Inc.WM9.44K$2.1M
Berkshire Hathaway Inc.BRK-B9.22K$4.62M
Honeywell International Inc.HON9.02K$2.02M
Trinity Industries, Inc.TRN8.9K$307.76K
W. P. Carey Inc.WPC8.7K$622.05K
Palantir Technologies Inc.PLTR8.66K$1.01M
Hewlett Packard Enterprise CompanyHPE8.29K$373.74K
Fidelity National Financial, Inc.FNF8.15K$384.35K