HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CDNS | 991 | $348.10K |
 | CAT | 960 | $458.13K |
 | LHX | 711 | $217.15K |
 | PWR | 621 | $257.36K |
 | MSI | 608 | $278.03K |
 | MA | 584 | $331.95K |
 | NOW | 567 | $521.80K |
 | ISRG | 558 | $249.56K |
 | TMO | 549 | $266.28K |
 | BLK | 488 | $568.95K |
 | MCK | 359 | $277.34K |
 | COST | 288 | $266.12K |
Cadence Design Systems, Inc.
CDNS
Shares Held
991
Value
$348.10K
Caterpillar Inc.
CAT
Shares Held
960
Value
$458.13K
L3Harris Technologies, Inc.
LHX
Shares Held
711
Value
$217.15K
Quanta Services, Inc.
PWR
Shares Held
621
Value
$257.36K
Motorola Solutions, Inc.
MSI
Shares Held
608
Value
$278.03K
Mastercard Incorporated
MA
Shares Held
584
Value
$331.95K
ServiceNow, Inc.
NOW
Shares Held
567
Value
$521.80K
Intuitive Surgical, Inc.
ISRG
Shares Held
558
Value
$249.56K
Thermo Fisher Scientific Inc.
TMO
Shares Held
549
Value
$266.28K
BlackRock, Inc.
BLK
Shares Held
488
Value
$568.95K
McKesson Corporation
MCK
Shares Held
359
Value
$277.34K
Costco Wholesale Corporation
COST
Shares Held
288
Value
$266.12K