Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KLA CorporationKLAC5.38K$7.92M
Valero Energy CorporationVLO5.45K$1.35M
Dow Inc.DOW5.5K$228.89K
Akamai Technologies, Inc.AKAM5.58K$641.32K
The Walt Disney CompanyDIS5.62K$541.98K
Fortinet, Inc.FTNT5.65K$461.94K
Philip Morris International Inc.PM5.78K$955.19K
Cardinal Health, Inc.CAH5.81K$1.23M
EOG Resources, Inc.EOG6.01K$869.61K
The Home Depot, Inc.HD6.11K$2.01M
Consolidated Edison, Inc.ED6.34K$717.97K
Humana Inc.HUM6.46K$1.12M
FedEx CorporationFDX6.5K$2.32M
Uber Technologies, Inc.UBER6.53K$469.61K
Cigna CorporationCI6.56K$1.75M
Clear Secure, Inc.YOU6.66K$322.56K
Morningstar, Inc.MORN6.74K$1.14M
Devon Energy CorporationDVN7.06K$355.47K
Halliburton CompanyHAL7.12K$277.56K
Carrier Global CorporationCARR7.28K$409.74K