Stock Taper 
ULLMANN WEALTH PARTNERS GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pfizer Inc. | PFE | 9.47K | $228K |
 Iron Mountain Incorporated | IRM | 9.34K | $1.18M |
 NextEra Energy, Inc. | NEE | 8.6K | $754.73K |
 Univest Financial Corporation | UVSP | 8.02K | $350.7K |
 Intel Corp. | INTC | 7.67K | $1.07M |
 Fifth Third Bancorp | FITB | 6.82K | $384.25K |
 Cisco Systems, Inc. | CSCO | 6.5K | $763.01K |
 AbbVie Inc. | ABBV | 6.42K | $1.62M |
 International Business Machines Corporation | IBM | 6.32K | $1.78M |
 Cintas Corporation | CTAS | 6.16K | $1.05M |
 Movado Group, Inc. | MOV | 5.73K | $225.09K |
 First Merchants Corporation | FRME | 5.6K | $244.75K |
 Nucor Corporation | NUE | 5.51K | $1.23M |
 Royal Gold, Inc. | RGLD | 5.47K | $1.09M |
 Advanced Micro Devices, Inc. | AMD | 5.26K | $3.06M |
 Broadcom Inc. | AVGO | 5.24K | $1.98M |
 Alphabet Inc. | GOOG | 5.22K | $1.84M |
 Merck & Co., Inc. | MRK | 4.98K | $640.14K |
 Blackstone Inc. | BX | 4.91K | $577.42K |
 Netflix, Inc. | NFLX | 4.9K | $349.81K |