Stock Taper 
MODERA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Allstate Corporation | ALL | 2.25K | $535.48K |
 Dollar General Corporation | DG | 2.23K | $257.27K |
 Intuit Inc. | INTU | 2.2K | $573.16K |
 Chubb Limited | CB | 2.19K | $746.22K |
 Welltower Inc. | WELL | 2.18K | $495.51K |
 Roku, Inc. | ROKU | 2.15K | $296.31K |
 Cummins Inc. | CMI | 2.14K | $1.53M |
 Simon Property Group, Inc. | SPG | 1.97K | $439.87K |
 Iron Mountain Incorporated | IRM | 1.95K | $246.39K |
 Constellation Energy Corporation | CEG | 1.92K | $476.56K |
 AstraZeneca PLC | AZN | 1.89K | $358.76K |
 Ecolab Inc. | ECL | 1.88K | $524.07K |
 Marathon Petroleum Corporation | MPC | 1.87K | $478.15K |
 Toll Brothers, Inc. | TOL | 1.78K | $293.58K |
 Texas Roadhouse, Inc. | TXRH | 1.78K | $344.14K |
 West Pharmaceutical Services, Inc. | WST | 1.75K | $630.04K |
 Ciena Corporation | CIEN | 1.72K | $843.76K |
 Dell Technologies Inc. | DELL | 1.68K | $723.53K |
 VeriSign, Inc. | VRSN | 1.66K | $417.84K |
 BWX Technologies, Inc. | BWXT | 1.66K | $322.54K |