Stock Taper 
BSW WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Aflac Incorporated | AFL | 2.31K | $270.62K |
 Caterpillar Inc. | CAT | 2.41K | $2.57M |
 Prudential Financial, Inc. | PRU | 2.44K | $262.92K |
 Accenture plc | ACN | 2.45K | $304.5K |
 Coca-Cola Europacific Partners PLC | CCEP | 2.46K | $246.19K |
 Biogen Inc. | BIIB | 2.46K | $531.94K |
 Mastercard Incorporated | MA | 2.51K | $1.29M |
 NetEase, Inc. | NTES | 2.51K | $321.89K |
 Novartis AG | NVS | 2.6K | $406.65K |
 Amgen Inc. | AMGN | 2.6K | $940.79K |
 Capital One Financial Corporation | COF | 2.6K | $522.29K |
 Tesla, Inc. | TSLA | 2.68K | $1.13M |
 MetLife, Inc. | MET | 2.77K | $234.59K |
 Digital Realty Trust, Inc. | DLR | 2.82K | $506.95K |
 Lowe's Companies, Inc. | LOW | 2.85K | $628.69K |
 Live Nation Entertainment, Inc. | LYV | 2.85K | $522.6K |
 The J. M. Smucker Company | SJM | 2.86K | $321.64K |
 Carrier Global Corporation | CARR | 2.87K | $210.29K |
 CBRE Group, Inc. | CBRE | 2.95K | $397.2K |
 Wheaton Precious Metals Corp. | WPM | 2.98K | $335.16K |