Stock Taper

EXENCIAL WEALTH ADVISORS, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enterprise Products Partners L.P.EPD94.5K$3.58M
The Cooper Companies, Inc.COO87.98K$6.29M
EQT CorporationEQT87.22K$5.55M
ING Groep N.V.ING87.05K$2.27M
Pfizer Inc.PFE81.93K$2.3M
SanofiSNY81.38K$3.92M
Suncor Energy Inc.SU81.29K$5.37M
Honeywell International Inc.HON80.25K$18.14M
Xylem Inc.XYL80.25K$9.59M
Berkshire Hathaway Inc.BRK-B78.43K$37.58M
Paychex, Inc.PAYX78.36K$7.22M
The Coca-Cola CompanyKO74.47K$5.66M
Keurig Dr Pepper Inc.KDP74.16K$1.95M
Chevron CorporationCVX71.58K$14.81M
Sony Group CorporationSONY68.45K$1.42M
The Williams Companies, Inc.WMB68.1K$4.96M
Shell plcSHEL68.04K$6.33M
Eaton Corporation plcETN66.37K$23.74M
Unilever PLCUL65.34K$3.72M
Alphabet Inc.GOOGL65.21K$18.75M