Stock Taper

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CVS Health Corp.CVS72.11K$7.46M
Coherent, Inc.COHR70.96K$27.99M
Tortoise Energy Infrastructure CorporationTYG70.17K$3.01M
Mastercard IncorporatedMA69.92K$35.91M
Kayne Anderson Energy Infrastructure Fund Inc.KYN69.69K$963.76K
Biohaven Ltd.BHVN69.58K$1.04M
Hercules Capital, Inc.HTGC69.3K$1.09M
Monster Beverage CorporationMNST69K$6.63M
Tronox Holdings plcTROX68.89K$434.03K
Enbridge Inc.ENB68.86K$3.73M
Fox Factory Holding Corp.FOXF68.8K$1.17M
Tekla Life Sciences InvestorsHQL68.72K$1.38M
Robinhood Markets, Inc.HOOD68.2K$6.84M
Annaly Capital Management, Inc.NLY67.94K$1.52M
British American Tobacco p.l.c.BTI67.93K$4.2M
Gilead Sciences, Inc.GILD66.7K$8.43M
MaxLinear, Inc.MXL66.56K$8.52M
The Timken CompanyTKR66.43K$9.65M
Emerson Electric Co.EMR65.16K$9.33M
Zoetis Inc.ZTS64.87K$4.66M