Stock Taper 
HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 1.95K | $690.41K |
 Palo Alto Networks, Inc. | PANW | 1.69K | $577.69K |
 Visa Inc. | V | 1.68K | $575.71K |
 Philip Morris International Inc. | PM | 1.64K | $296.87K |
 Merck & Co., Inc. | MRK | 1.59K | $204.31K |
 Chevron Corporation | CVX | 1.57K | $259.91K |
 AbbVie Inc. | ABBV | 1.56K | $392.81K |
 Copa Holdings, S.A. | CPA | 1.55K | $241.91K |
 Meta Platforms, Inc. | META | 1.49K | $840.99K |
 Oracle Corporation | ORCL | 1.46K | $213.23K |
 The Goldman Sachs Group, Inc. | GS | 1.2K | $1.22M |
 Vertiv Holdings Co | VRT | 1.2K | $401.78K |
 Texas Instruments Incorporated | TXN | 1.2K | $357.09K |
 Morgan Stanley | MS | 1.08K | $225.97K |
 Union Pacific Corporation | UNP | 1.01K | $275.81K |
 The PNC Financial Services Group, Inc. | PNC | 940 | $231.45K |
 Marathon Petroleum Corporation | MPC | 931 | $238.03K |
 McDonald's Corporation | MCD | 864 | $233.55K |
 Cadence Design Systems, Inc. | CDNS | 842 | $316.02K |
 UnitedHealth Group Incorporated | UNH | 795 | $330.58K |