Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kadant Inc.KAI1.55K$452.85K
Western Digital CorporationWDC1.56K$421.71K
Snowflake Inc.SNOW1.63K$245.58K
Prologis, Inc.PLD1.65K$218.13K
GE Vernova Inc.GEV1.81K$1.58M
Elevance Health Inc.ELV1.83K$536.86K
Allison Transmission Holdings, Inc.ALSN1.88K$219.7K
Waters CorporationWAT1.88K$560.82K
Corning IncGLW1.91K$260.06K
Target CorporationTGT1.93K$234.22K
Dollar General CorporationDG1.95K$231.39K
Capital One Financial CorporationCOF1.98K$361.83K
Zoetis Inc.ZTS1.98K$234.58K
Blackstone Inc.BX2.01K$230.63K
Bloom Energy CorporationBE2.1K$284.53K
Entergy CorporationETR2.23K$251.13K
Ameren CorporationAEE2.37K$260.64K
Southern Copper CorporationSCCO2.4K$413.63K
The Progressive CorporationPGR2.48K$491.39K
RhRH2.5K$348.83K