Stock Taper

INDEPENDENT FAMILY OFFICE, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$1.5M
EMCOR Group, Inc.EME371$307.88K
Mastercard IncorporatedMA467$239.85K
UnitedHealth Group IncorporatedUNH600$249.38K
Costco Wholesale CorporationCOST742$694.12K
Intuitive Surgical, Inc.ISRG816$324.51K
Visa Inc.V952$326.62K
Onto Innovation Inc.ONTO1K$378.45K
Jabil Inc.JBL1K$385.48K
The PNC Financial Services Group, Inc.PNC1K$246.22K
Automatic Data Processing, Inc.ADP1.06K$236.94K
Illinois Tool Works Inc.ITW1.27K$343.77K
Meta Platforms, Inc.META1.41K$794.24K
JPMorgan Chase & Co.JPM1.6K$523.73K
PepsiCo, Inc.PEP1.64K$221.38K
Johnson & JohnsonJNJ1.7K$431.5K
Oracle CorporationORCL1.88K$276.1K
American Express CompanyAXP1.93K$653.5K
Modine Manufacturing CompanyMOD2K$534.04K
The Progressive CorporationPGR2.16K$471.63K