Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Keysight Technologies, Inc.KEYS1.43K$500.95K
Intuitive Surgical, Inc.ISRG1.48K$587.97K
The Sherwin-Williams CompanySHW1.49K$513.83K
Linde plcLIN1.62K$840.15K
BWX Technologies, Inc.BWXT1.66K$322.54K
VeriSign, Inc.VRSN1.66K$417.84K
Dell Technologies Inc.DELL1.68K$723.53K
Ciena CorporationCIEN1.72K$843.76K
West Pharmaceutical Services, Inc.WST1.75K$630.04K
Texas Roadhouse, Inc.TXRH1.78K$344.14K
Toll Brothers, Inc.TOL1.78K$293.58K
Marathon Petroleum CorporationMPC1.87K$478.15K
Ecolab Inc.ECL1.88K$524.07K
AstraZeneca PLCAZN1.89K$358.76K
Constellation Energy CorporationCEG1.92K$476.56K
Iron Mountain IncorporatedIRM1.95K$246.39K
Simon Property Group, Inc.SPG1.97K$439.87K
Cummins Inc.CMI2.14K$1.53M
Roku, Inc.ROKU2.15K$296.31K
Welltower Inc.WELL2.18K$495.51K