Stock Taper

SHEAFF BROCK INVESTMENT ADVISORS, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rithm Capital Corp.RITM11.72K$134.25K
Commvault Systems, Inc.CVLT11.91K$1.88M
Cintas CorporationCTAS11.99K$2.46M
Sonos, Inc.SONO12K$128.04K
Intuitive Surgical, Inc.ISRG12.02K$5.95M
PepsiCo, Inc.PEP12.12K$1.82M
Tri-Continental CorporationTY12.19K$373.83K
Digital Realty Trust, Inc.DLR12.2K$1.75M
Enbridge Inc.ENB12.75K$564.91K
Kite Realty Group TrustKRG13.11K$293.27K
Nutanix, Inc.NTNX13.3K$928.47K
Fortinet, Inc.FTNT13.35K$1.29M
Centene Corp.CNC13.5K$819.59K
NextEra Energy, Inc.NEE13.72K$972.47K
Parker-Hannifin CorporationPH14.66K$8.91M
Arthur J. Gallagher & Co.AJG14.95K$5.16M
The Boeing CompanyBA15.12K$2.58M
CSX CorporationCSX15.17K$446.54K
U.S. BancorpUSB15.23K$642.84K
Medallion Financial Corp.MFIN16K$139.36K