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SVB WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT1.75K$890.1K
Welltower Inc.WELL1.75K$396.62K
WEC Energy Group, Inc.WEC1.83K$213.57K
Tyler Technologies, Inc.TYL1.83K$535.64K
NetApp, Inc.NTAP1.84K$285.5K
Acuity Brands, Inc.AYI1.88K$707.37K
NRG Energy, Inc.NRG1.9K$277.02K
Teledyne Technologies IncorporatedTDY1.91K$1.28M
The Boeing CompanyBA1.97K$426.88K
NXP Semiconductors N.V.NXPI1.99K$559.56K
Digital Realty Trust, Inc.DLR1.99K$357.95K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.99K$952.4K
Simon Property Group, Inc.SPG2.04K$455.49K
Fortinet, Inc.FTNT2.05K$315.23K
Phillips 66PSX2.16K$365.87K
Ecolab Inc.ECL2.19K$610.5K
Emerson Electric Co.EMR2.21K$316.01K
Deere & CompanyDE2.25K$1.43M
American Tower CorporationAMT2.35K$384.79K
Pool CorporationPOOL2.41K$517.61K