Stock Taper

MISSION WEALTH MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG38.57K$15.34M
Ford Motor CompanyF37.57K$522.24K
Lumen Technologies, Inc.LUMN37.13K$285.18K
Automatic Data Processing, Inc.ADP37.03K$8.29M
The TJX Companies, Inc.TJX36.42K$5.52M
Samsara Inc.IOT36.34K$1.18M
Kayne Anderson Energy Infrastructure Fund Inc.KYN35.68K$493.5K
Mondelez International, Inc.MDLZ35.65K$2.06M
Starbucks CorporationSBUX34.72K$3.55M
Comcast CorporationCMCSA34.06K$836.15K
Applied Digital Corp.APLD33.58K$1.25M
The Walt Disney CompanyDIS32.93K$3.17M
U.S. BancorpUSB32.87K$1.99M
Costco Wholesale CorporationCOST32.55K$30.45M
Graphic Packaging Holding CompanyGPK32.14K$339.74K
Public Service Enterprise Group IncorporatedPEG31.6K$2.56M
Caterpillar Inc.CAT31.43K$33.46M
Palo Alto Networks, Inc.PANW31.24K$10.65M
International Business Machines CorporationIBM31.09K$8.74M
Shell plcSHEL30.69K$2.38M