Stock Taper

PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fidelity National Information Services, Inc.FIS25.19K$979.26K
Carvana Co.CVNA24.23K$1.59M
CRISPR Therapeutics AGCRSP23.65K$1.29M
Becton, Dickinson and CompanyBDX23.04K$3.49M
NextEra Energy, Inc.NEE22.43K$1.97M
General Mills, Inc.GIS21.97K$764.51K
Lam Research CorporationLRCX21.12K$9.15M
Truist Financial CorporationTFC20.97K$1.04M
Barings BDC, Inc.BBDC19.71K$167.97K
Fortinet, Inc.FTNT19.65K$3.02M
Warner Music Group Corp.WMG19.39K$525K
Oracle CorporationORCL18.64K$2.73M
Visa Inc.V18.55K$6.37M
Chevron CorporationCVX18.43K$3.06M
Broadcom Inc.AVGO18K$6.8M
Yum China Holdings, Inc.YUMC17.57K$718.21K
Novartis AGNVS17.41K$2.73M
AbbVie Inc.ABBV16.95K$4.25M
Meta Platforms, Inc.META16.93K$9.54M
BrightSpire Capital, Inc.BRSP16.83K$91.72K