Stock Taper 
EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eversource Energy | ES | 4.34K | $300.42K |
 Exelon Corporation | EXC | 4.37K | $213.96K |
 Advanced Micro Devices, Inc. | AMD | 4.37K | $889.35K |
 The Sherwin-Williams Company | SHW | 4.41K | $1.41M |
 The Boeing Company | BA | 4.46K | $887.13K |
 Mondelez International, Inc. | MDLZ | 4.49K | $258.77K |
 Ross Stores, Inc. | ROST | 4.5K | $974.39K |
 Newmont Corporation | NEM | 4.54K | $491.94K |
 Parker-Hannifin Corporation | PH | 4.63K | $4.15M |
 Public Service Enterprise Group Incorporated | PEG | 4.64K | $375.59K |
 Lam Research Corporation | LRCX | 4.66K | $996.08K |
 Northrop Grumman Corporation | NOC | 4.68K | $3.19M |
 PPG Industries, Inc. | PPG | 4.72K | $504.07K |
 British American Tobacco p.l.c. | BTI | 4.75K | $277.74K |
 Citizens Financial Group, Inc. | CFG | 4.91K | $294.27K |
 American Tower Corporation | AMT | 4.95K | $853.41K |
 Palo Alto Networks, Inc. | PANW | 5.06K | $811.16K |
 Advanced Drainage Systems, Inc. | WMS | 5.13K | $703.96K |
 Caterpillar Inc. | CAT | 5.14K | $3.64M |
 Omega Healthcare Investors, Inc. | OHI | 5.18K | $227.16K |