Stock Taper

ULLMANN WEALTH PARTNERS GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UnitedHealth Group IncorporatedUNH1.55K$643.01K
Lam Research CorporationLRCX1.59K$689.5K
GE AerospaceGE1.67K$622.66K
Automatic Data Processing, Inc.ADP1.81K$405.57K
RTX CorporationRTX1.94K$368.29K
Costco Wholesale CorporationCOST1.96K$1.83M
Citigroup Inc.C1.97K$275.6K
Bloom Energy CorporationBE2.01K$607.82K
Micron Technology, Inc.MU2.05K$2.36M
CVS Health Corp.CVS2.16K$223.63K
McDonald's CorporationMCD2.25K$608.91K
Visa Inc.V2.28K$783.79K
Arista Networks, Inc.ANET2.47K$420.24K
SEI Investments CompanySEIC2.59K$227.43K
Caterpillar Inc.CAT2.62K$2.78M
Delta Air Lines, Inc.DAL2.68K$250.68K
Intercontinental Exchange, Inc.ICE2.68K$329.56K
Meta Platforms, Inc.META2.71K$1.52M
Palantir Technologies Inc.PLTR2.71K$315.69K
The Home Depot, Inc.HD2.9K$1.02M