Stock Taper

ALLWORTH FINANCIAL LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY129.53K$7.46M
TriCo BancsharesTCBK129.98K$7M
ONEOK, Inc.OKE133.14K$11.58M
Unilever PLCUL134.97K$8.11M
International Business Machines CorporationIBM140.15K$39.41M
Automatic Data Processing, Inc.ADP141.64K$31.72M
American Express CompanyAXP142.14K$48.08M
Visa Inc.V148.06K$50.8M
Philip Morris International Inc.PM154K$27.86M
Warner Bros. Discovery, Inc.WBD160.5K$4.28M
Berkshire Hathaway Inc.BRK-B160.53K$80.33M
The Southern CompanySO171.52K$16.42M
Essential Utilities, Inc.WTRG172.67K$6.61M
Carrier Global CorporationCARR178.25K$13.07M
Duke Energy CorporationDUK179.93K$22.78M
Texas Instruments IncorporatedTXN182.22K$54.32M
United Parcel Service, Inc.UPS184.13K$19.79M
Baker Hughes CompanyBKR185.49K$10.29M
Altria Group, Inc.MO196.79K$14.16M
Columbia Banking System, Inc.COLB204.69K$6.56M