Stock Taper 
GLADSTONE INSTITUTIONAL ADVISORY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chevron Corporation | CVX | 53.1K | $8.8M |
 Alphabet Inc. | GOOG | 55.83K | $19.73M |
 Broadcom Inc. | AVGO | 57.51K | $21.73M |
 Warby Parker Inc. | WRBY | 60.3K | $1.83M |
 Netflix, Inc. | NFLX | 66.26K | $4.73M |
 Bristol-Myers Squibb Company | BMY | 67.91K | $3.91M |
 Intel Corp. | INTC | 68.49K | $9.56M |
 Uber Technologies, Inc. | UBER | 70.97K | $5.12M |
 JPMorgan Chase & Co. | JPM | 72.89K | $23.86M |
 The Coca-Cola Company | KO | 73.52K | $5.97M |
 Pfizer Inc. | PFE | 78.1K | $1.88M |
 Helen of Troy Limited | HELE | 78.19K | $2.27M |
 Merck & Co., Inc. | MRK | 84.89K | $10.91M |
 AT&T Inc. | T | 90.22K | $1.87M |
 Calamos Autocallable Growth ETF | CAGE | 92.39K | $2.56M |
 Alphabet Inc. | GOOGL | 94K | $33.59M |
 Bank of America Corporation | BAC | 97.87K | $5.58M |
 Walmart Inc. | WMT | 100.32K | $11.36M |
 Microsoft Corporation | MSFT | 102.75K | $38.33M |
 Exxon Mobil Corporation | XOM | 113.01K | $15.45M |