Stock Taper

MODERA WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HA Sustainable Infrastructure Capital, Inc.HASI8.84K$345.38K
Accenture plcACN8.58K$1.07M
DuPont de Nemours, Inc.DD8.3K$1.13M
Burke & Herbert Financial Services Corp.BHRB8.2K$589.25K
The TJX Companies, Inc.TJX8.2K$1.24M
PPL CorporationPPL8.03K$291.86K
Northrop Grumman CorporationNOC7.98K$4.07M
Nucor CorporationNUE7.72K$1.72M
Royal Bank of CanadaRY7.7K$1.59M
Freeport-McMoRan Inc.FCX7.66K$481.59K
EA ELECTRONIC ARTS INCEA7.53K$1.54M
Norfolk Southern CorporationNSC7.53K$2.37M
Caterpillar Inc.CAT7.45K$7.93M
Paycom Software, Inc.PAYC7.36K$924.63K
Diageo plcDEO7.35K$590.76K
McKesson CorporationMCK7.35K$5.55M
O'Reilly Automotive, Inc.ORLY7.13K$657.02K
NIKE, Inc.NKE7.11K$291.72K
UFP Industries, Inc.UFPI6.99K$634.18K
Regions Financial CorporationRF6.99K$210.96K