Stock Taper 
HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The PNC Financial Services Group, Inc. | PNC | 940 | $231.45K |
 Union Pacific Corporation | UNP | 1.01K | $275.81K |
 Morgan Stanley | MS | 1.08K | $225.97K |
 Texas Instruments Incorporated | TXN | 1.2K | $357.09K |
 Vertiv Holdings Co | VRT | 1.2K | $401.78K |
 The Goldman Sachs Group, Inc. | GS | 1.2K | $1.22M |
 Oracle Corporation | ORCL | 1.46K | $213.23K |
 Meta Platforms, Inc. | META | 1.49K | $840.99K |
 Copa Holdings, S.A. | CPA | 1.55K | $241.91K |
 AbbVie Inc. | ABBV | 1.56K | $392.81K |
 Chevron Corporation | CVX | 1.57K | $259.91K |
 Merck & Co., Inc. | MRK | 1.59K | $204.31K |
 Philip Morris International Inc. | PM | 1.64K | $296.87K |
 Visa Inc. | V | 1.68K | $575.71K |
 Palo Alto Networks, Inc. | PANW | 1.69K | $577.69K |
 Alphabet Inc. | GOOG | 1.95K | $690.41K |
 The TJX Companies, Inc. | TJX | 1.98K | $300.12K |
 AstraZeneca PLC | AZN | 2.03K | $384.17K |
 Alibaba Group Holding Limited | BABA | 2.31K | $221.23K |
 Duke Energy Corporation | DUK | 2.32K | $294.05K |