Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nokia OyjNOK60.75K$488.43K
AT&T Inc.T61.38K$1.78M
M&T Bank CorporationMTB61.63K$12.74M
Taiwan Semiconductor Manufacturing Company LimitedTSM61.78K$20.88M
Alphabet Inc.GOOGL65.21K$18.75M
Unilever PLCUL65.34K$3.72M
Eaton Corporation plcETN66.37K$23.74M
Shell plcSHEL68.04K$6.33M
The Williams Companies, Inc.WMB68.1K$4.96M
Sony Group CorporationSONY68.45K$1.42M
Chevron CorporationCVX71.58K$14.81M
Keurig Dr Pepper Inc.KDP74.16K$1.95M
The Coca-Cola CompanyKO74.47K$5.66M
Paychex, Inc.PAYX78.36K$7.22M
Berkshire Hathaway Inc.BRK-B78.43K$37.58M
Xylem Inc.XYL80.25K$9.59M
Honeywell International Inc.HON80.25K$18.14M
Suncor Energy Inc.SU81.29K$5.37M
SanofiSNY81.38K$3.92M
Pfizer Inc.PFE81.93K$2.3M