Stock Taper

ASCENT WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
State Street CorporationSTT4.11K$696.21K
Public StoragePSA4.03K$1.28M
Community Bank System, Inc.CBU3.84K$257.71K
Quest Diagnostics IncorporatedDGX3.41K$723.6K
Guardant Health, Inc.GH3.39K$508.9K
UnitedHealth Group IncorporatedUNH3.37K$1.4M
M&T Bank CorporationMTB3.35K$798.05K
PepsiCo, Inc.PEP3.16K$428K
Masco CorporationMAS3.16K$257.05K
Arthur J. Gallagher & Co.AJG3.1K$711.44K
Automatic Data Processing, Inc.ADP3.06K$685.51K
Johnson & JohnsonJNJ2.94K$746.67K
Edwards Lifesciences CorporationEW2.93K$264.69K
GE AerospaceGE2.87K$1.07M
Comfort Systems USA, Inc.FIX2.77K$5.48M
Paychex, Inc.PAYX2.7K$265.49K
Colgate-Palmolive CompanyCL2.61K$239.01K
Accenture plcACN2.44K$304.26K
The PNC Financial Services Group, Inc.PNC2.06K$506.72K
The Procter & Gamble CompanyPG2.02K$296.21K