Stock Taper 
EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wells Fargo & Company | WFC | 19.8K | $1.58M |
 RTX Corporation | RTX | 19.86K | $3.83M |
 AstraZeneca PLC | AZN | 20.16K | $3.98M |
 ConocoPhillips | COP | 20.25K | $2.67M |
 United Parcel Service, Inc. | UPS | 20.37K | $2M |
 Oracle Corporation | ORCL | 20.45K | $3.01M |
 Aramark | ARMK | 20.57K | $833.95K |
 Sunbelt Rentals Holdings Inc | SUNB | 20.64K | $1.34M |
 Tesla, Inc. | TSLA | 20.68K | $7.69M |
 GE HealthCare Technologies Inc. | GEHC | 20.83K | $1.48M |
 Allegion plc | ALLE | 21.13K | $3.07M |
 Cognizant Technology Solutions Corporation | CTSH | 21.14K | $1.3M |
 Bristol-Myers Squibb Company | BMY | 21.29K | $1.29M |
 Merck & Co., Inc. | MRK | 21.41K | $2.58M |
 The Procter & Gamble Company | PG | 21.48K | $3.1M |
 Vertex Pharmaceuticals Incorporated | VRTX | 21.6K | $9.64M |
 Canadian Pacific Kansas City Ltd. | CP | 21.87K | $1.72M |
 Phillips 66 | PSX | 21.96K | $4M |
 Intuitive Surgical, Inc. | ISRG | 22.16K | $10.21M |
 Altria Group, Inc. | MO | 23.32K | $1.54M |