Stock Taper 
BIP WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marsh & McLennan Companies, Inc. | MRSH | 1.49K | $248.11K |
 Equifax Inc. | EFX | 1.5K | $238.87K |
 Chubb Limited | CB | 1.52K | $517.89K |
 Capital One Financial Corporation | COF | 1.54K | $309.46K |
 Caterpillar Inc. | CAT | 1.55K | $1.65M |
 Adobe Inc. | ADBE | 1.57K | $322.29K |
 Stryker Corporation | SYK | 1.59K | $501.86K |
 Waste Management, Inc. | WM | 1.61K | $359.3K |
 Iron Mountain Incorporated | IRM | 1.63K | $205.44K |
 Vertiv Holdings Co | VRT | 1.64K | $548.74K |
 Mastercard Incorporated | MA | 1.7K | $872K |
 QUALCOMM Incorporated | QCOM | 1.72K | $317.2K |
 Morgan Stanley | MS | 1.74K | $363.38K |
 Applied Materials, Inc. | AMAT | 1.74K | $1.26M |
 UnitedHealth Group Incorporated | UNH | 1.75K | $726.03K |
 Amphenol Corporation | APH | 1.75K | $309.26K |
 Valero Energy Corporation | VLO | 1.88K | $489.37K |
 FedEx Corporation | FDX | 1.88K | $589.96K |
 Johnson Controls International plc | JCI | 1.89K | $276K |
 Lowe's Companies, Inc. | LOW | 1.92K | $422.83K |