Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TransUnionTRU41.62K$2.88M
Accenture plcACN41.78K$8.28M
Johnson & JohnsonJNJ41.92K$10.25M
Stryker CorporationSYK43.62K$14.33M
Arthur J. Gallagher & Co.AJG44.98K$9.74M
SS&C Technologies Holdings, Inc.SSNC46.89K$3.17M
Westinghouse Air Brake Technologies CorporationWAB47.51K$11.87M
Salesforce, Inc.CRM47.69K$8.9M
Meta Platforms, Inc.META49.97K$28.59M
Plains All American Pipeline, L.P.PAA50.05K$1.12M
Enbridge Inc.ENB50.44K$2.73M
Visa Inc.V51.49K$15.56M
HDFC Bank LimitedHDB52.29K$1.3M
ONEOK, Inc.OKE52.69K$4.76M
IQVIA Holdings Inc.IQV54.82K$9.35M
GSK plcGSK55.2K$3.05M
L3Harris Technologies, Inc.LHX56.23K$19.41M
Quest Diagnostics IncorporatedDGX59.26K$11.61M
JPMorgan Chase & Co.JPM60.71K$17.86M
Verizon Communications Inc.VZ60.72K$3.05M