Stock Taper

ALLWORTH FINANCIAL LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
California Water Service GroupCWT28.11K$1.37M
Seagate Technology Holdings plcSTX28.01K$27.03M
MSC Income Fund, Inc.MSIF27.4K$317.05K
SentinelOne, Inc.S27.38K$464.59K
Conagra Brands, Inc.CAG27.26K$366.89K
Exelon CorporationEXC27K$1.26M
Halliburton CompanyHAL26.84K$911.22K
C3.ai, Inc.AI26.66K$242.34K
LifeStance Health Group, Inc.LFST26.53K$284.16K
Ventas, Inc.VTR26.49K$2.35M
MPLX LpMPLX26.01K$1.46M
Cintas CorporationCTAS25.87K$4.4M
Intuitive Surgical, Inc.ISRG25.81K$10.26M
PubMatic, Inc.PUBM25.72K$337.43K
GE HealthCare Technologies Inc.GEHC25.71K$1.65M
Copart, Inc.CPRT25.58K$721.06K
Shell plcSHEL25.36K$1.97M
Franklin BSP Realty Trust, Inc.FBRT25.32K$206.14K
Bain Capital Specialty Finance, Inc.BCSF25.27K$316.34K
Host Hotels & Resorts, Inc.HST25.16K$596.47K