Stock Taper

CENTRIC WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Strategy IncMSTR12.38K$2.28M
NextEra Energy, Inc.NEE11.4K$1.09M
Cisco Systems, Inc.CSCO11.36K$1.05M
Marathon Petroleum CorporationMPC11.1K$2.8M
Accenture plcACN10.79K$1.94M
Robinhood Markets, Inc.HOOD10K$765.5K
Alphabet Inc.GOOG9.72K$3.69M
Eli Lilly and CompanyLLY9.26K$8.97M
Meritage Homes CorporationMTH9.2K$580.19K
Snap-on IncorporatedSNA9.02K$3.36M
Tesla, Inc.TSLA8.88K$3.48M
The Procter & Gamble CompanyPG8.07K$1.16M
CrowdStrike Holdings, Inc.CRWD7.47K$3.51M
Allegion plcALLE7.39K$978.57K
Intel Corp.INTC6.93K$663.75K
Berkshire Hathaway Inc.BRK-B6.83K$3.2M
Xcel Energy Inc.XEL6.76K$536.7K
Broadcom Inc.AVGO6.58K$2.74M
Bank of America CorporationBAC6.25K$325.93K
Lockheed Martin CorporationLMT6.21K$3.22M