Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
O'Reilly Automotive, Inc.ORLY24.56K$2.27M
UnitedHealth Group IncorporatedUNH24.43K$6.61M
Waste Management, Inc.WM24.26K$5.57M
Adobe Inc.ADBE23.33K$5.67M
Altria Group, Inc.MO23.32K$1.54M
Intuitive Surgical, Inc.ISRG22.16K$10.21M
Phillips 66PSX21.96K$4M
Canadian Pacific Kansas City Ltd.CP21.87K$1.72M
Vertex Pharmaceuticals IncorporatedVRTX21.6K$9.64M
The Procter & Gamble CompanyPG21.48K$3.1M
Merck & Co., Inc.MRK21.41K$2.58M
Bristol-Myers Squibb CompanyBMY21.29K$1.29M
Cognizant Technology Solutions CorporationCTSH21.14K$1.3M
Allegion plcALLE21.13K$3.07M
GE HealthCare Technologies Inc.GEHC20.83K$1.48M
Tesla, Inc.TSLA20.68K$7.69M
Sunbelt Rentals Holdings IncSUNB20.64K$1.34M
AramarkARMK20.57K$833.95K
Oracle CorporationORCL20.45K$3.01M
United Parcel Service, Inc.UPS20.37K$2M