Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
PayPal Holdings, Inc.PYPL14.35K$649.05K
Colgate-Palmolive CompanyCL13.85K$1.18M
NextEra Energy, Inc.NEE13.8K$1.28M
Hecla Mining CompanyHL13.67K$254.75K
Duke Energy CorporationDUK13.15K$1.72M
ER EQUITY RESIDENTIALEQR13.12K$776.12K
International Bancshares CorporationIBOC13.1K$881.63K
Costco Wholesale CorporationCOST12.95K$12.91M
ASML Holding N.V.ASML12.94K$17.09M
Public StoragePSA11.87K$3.21M
Kemper CorporationKMPR11.85K$362.11K
Crown Castle Inc.CCI11.69K$950.43K
Viatris Inc.VTRS11.56K$156.14K
Banco Santander, S.A.SAN11.52K$129.97K
FTI Consulting, Inc.FCN11.35K$2.01M
Alight, Inc.ALIT11.16K$6.5K
The Charles Schwab CorporationSCHW10.59K$995.3K
Aon plcAON10.47K$3.38M
ONE Gas, Inc.OGS10.4K$895.41K
McDonald's CorporationMCD10.31K$3.2M