Stock Taper

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK32.28K$73.39M
Permian Basin Royalty TrustPBT32.15K$805.06K
Cadence Design Systems, Inc.CDNS32.03K$12.02M
Cerus CorporationCERS32K$93.44K
NiSource IncNI31.84K$1.51M
Sony Group CorporationSONY31.74K$636.75K
Universal Technical Institute, Inc.UTI31.73K$1.36M
SoundHound AI, Inc.SOUN31.73K$205.3K
Ecolab Inc.ECL31.66K$8.82M
Occidental Petroleum CorporationOXY31.65K$1.54M
AstraZeneca PLCAZN31.39K$5.95M
State Street CorporationSTT31.35K$5.32M
Healthpeak Properties, Inc.DOC31.23K$668.38K
Oklo Inc.OKLO31.18K$1.63M
Kimco Realty CorporationKIM31.16K$790.01K
New Jersey Resources CorporationNJR30.98K$1.74M
Franklin Resources, Inc.BEN30.79K$1.02M
Adobe Inc.ADBE30.79K$6.31M
Marriott International, Inc.MAR30.78K$11.41M
Solid Power, Inc.SLDP30.5K$79K