Stock Taper 
EXENCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Sherwin-Williams Company | SHW | 4.41K | $1.41M |
 Advanced Micro Devices, Inc. | AMD | 4.37K | $889.35K |
 Exelon Corporation | EXC | 4.37K | $213.96K |
 Eversource Energy | ES | 4.34K | $300.42K |
 Gilead Sciences, Inc. | GILD | 4.32K | $602.58K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 4.27K | $330.78K |
 Verisk Analytics, Inc. | VRSK | 4.26K | $807.55K |
 Deere & Company | DE | 4.19K | $2.36M |
 Otis Worldwide Corporation | OTIS | 4.18K | $322.56K |
 Morgan Stanley | MS | 4.17K | $686.35K |
 Analog Devices, Inc. | ADI | 4.11K | $1.31M |
 Illinois Tool Works Inc. | ITW | 4K | $1.04M |
 The Kroger Co. | KR | 3.99K | $288.91K |
 TechnipFMC plc | FTI | 3.97K | $274.24K |
 Simon Property Group, Inc. | SPG | 3.92K | $730.86K |
 GE Aerospace | GE | 3.91K | $1.11M |
 BHP Group Limited | BHP | 3.83K | $278.96K |
 Vertiv Holdings Co | VRT | 3.81K | $954.1K |
 Wheaton Precious Metals Corp. | WPM | 3.79K | $496.4K |
 Arista Networks, Inc. | ANET | 3.76K | $461.57K |