Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Quanta Services, Inc.PWR3.22K$1.77M
Starbucks CorporationSBUX3.23K$288.99K
Leidos Holdings, Inc.LDOS3.41K$530.82K
Constellation Brands, Inc.STZ3.76K$563.86K
Arista Networks, Inc.ANET3.76K$461.57K
Wheaton Precious Metals Corp.WPM3.79K$496.4K
Vertiv Holdings CoVRT3.81K$954.1K
BHP Group LimitedBHP3.83K$278.96K
GE AerospaceGE3.91K$1.11M
Simon Property Group, Inc.SPG3.92K$730.86K
TechnipFMC plcFTI3.97K$274.24K
The Kroger Co.KR3.99K$288.91K
Illinois Tool Works Inc.ITW4K$1.04M
Analog Devices, Inc.ADI4.11K$1.31M
Morgan StanleyMS4.17K$686.35K
Otis Worldwide CorporationOTIS4.18K$322.56K
Deere & CompanyDE4.19K$2.36M
Verisk Analytics, Inc.VRSK4.26K$807.55K
CoreWeave, Inc. Class A Common StockCRWV4.27K$330.78K
Gilead Sciences, Inc.GILD4.32K$602.58K