Stock Taper

CM WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Regal Rexnord CorporationRRX1.34K$319.4K
Ferguson plcFERG1.33K$316.12K
Intuitive Surgical, Inc.ISRG1.28K$508.24K
Cintas CorporationCTAS1.21K$206.14K
S&P Global Inc.SPGI1.18K$481.79K
Advanced Micro Devices, Inc.AMD1.17K$676.76K
Intuit Inc.INTU1.14K$297.8K
Labcorp Holdings Inc.LH1.12K$313.32K
Lowe's Companies, Inc.LOW1.1K$241.66K
GE AerospaceGE1K$374.1K
UnitedHealth Group IncorporatedUNH961$399.42K
McDonald's CorporationMCD943$254.9K
Welltower Inc.WELL927$210.4K
Howmet Aerospace Inc.HWM906$243.59K
FedEx CorporationFDX842$264.68K
KLA CorporationKLAC800$241.37K
Micron Technology, Inc.MU742$856.48K
Deere & CompanyDE723$459.79K
Ecolab Inc.ECL718$200.57K
General Dynamics CorporationGD702$248.68K