Stock Taper 
WALDRON PRIVATE WEALTH LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Okta, Inc. | OKTA | 3.4K | $464.48K |
 Liberty Media Corporation | FWONK | 3.4K | $323.95K |
 The Walt Disney Company | DIS | 3.46K | $333.41K |
 Phillips 66 | PSX | 3.51K | $592.86K |
 NRG Energy, Inc. | NRG | 3.59K | $523.77K |
 Medtronic plc | MDT | 3.64K | $284.84K |
 Morgan Stanley | MS | 3.64K | $761.74K |
 Lowe's Companies, Inc. | LOW | 3.67K | $808.98K |
 Mastercard Incorporated | MA | 3.69K | $1.89M |
 Caterpillar Inc. | CAT | 3.77K | $4.01M |
 Liberty Live Group | LLYVK | 3.81K | $402.28K |
 Advanced Micro Devices, Inc. | AMD | 3.83K | $2.22M |
 The Williams Companies, Inc. | WMB | 3.83K | $284.87K |
 Fortinet, Inc. | FTNT | 3.83K | $589.13K |
 Workday, Inc. | WDAY | 3.87K | $474.13K |
 Illinois Tool Works Inc. | ITW | 4.07K | $1.1M |
 Scorpio Tankers Inc. | STNG | 4.08K | $282.3K |
 CVS Health Corp. | CVS | 4.15K | $429.32K |
 Restaurant Brands International Inc. | QSR | 4.15K | $300.92K |
 Starbucks Corporation | SBUX | 4.16K | $424.6K |