Stock Taper 
CENTRIC WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Parcel Service, Inc. | UPS | 480.46K | $49.29M |
 Super Micro Computer, Inc. | SMCI | 183K | $5.11M |
 Kayne Anderson BDC, Inc. | KBDC | 131.58K | $2M |
 MGIC Investment Corporation | MTG | 127.75K | $3.34M |
 Kinder Morgan, Inc. | KMI | 114.86K | $3.73M |
 Walmart Inc. | WMT | 79.46K | $9.54M |
 Apple Inc. | AAPL | 66.93K | $18.53M |
 Williams-Sonoma, Inc. | WSM | 47.73K | $10.17M |
 NVIDIA Corporation | NVDA | 47.04K | $9.34M |
 Devon Energy Corporation | DVN | 42.05K | $2.16M |
 Medtronic plc | MDT | 39.23K | $3.07M |
 UnitedHealth Group Incorporated | UNH | 39.18K | $15.17M |
 American International Group, Inc. | AIG | 38.28K | $2.97M |
 Exxon Mobil Corporation | XOM | 32.05K | $4.93M |
 Principal Financial Group, Inc. | PFG | 30.69K | $3.05M |
 CF Industries Holdings, Inc. | CF | 30.68K | $3.86M |
 Waste Management, Inc. | WM | 29.84K | $6.76M |
 Pfizer Inc. | PFE | 29.28K | $769.98K |
 AbbVie Inc. | ABBV | 27.97K | $5.82M |
 Palantir Technologies Inc. | PLTR | 27.95K | $4.08M |