Stock Taper

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Booking Holdings Inc.BKNG4.62K$823.85K
Freeport-McMoRan Inc.FCX4.69K$294.69K
EPR PropertiesEPR4.7K$274.1K
Robinhood Markets, Inc.HOOD4.73K$474.02K
CVS Health Corp.CVS4.79K$495.17K
3M CompanyMMM4.8K$776.83K
Morgan StanleyMS4.8K$1M
Strategy IncMSTR4.88K$423.87K
EQT CorporationEQT4.91K$260.98K
Fortinet, Inc.FTNT4.93K$757.04K
The Southern CompanySO5.27K$504.36K
Carrier Global CorporationCARR5.34K$391.63K
Shell plcSHEL5.48K$424.69K
ConocoPhillipsCOP5.63K$584.82K
Hyatt Hotels CorporationH5.82K$1.13M
Palo Alto Networks, Inc.PANW5.92K$2.02M
H&R Block, Inc.HRB6K$230.98K
Twilio Inc.TWLO6.1K$1.26M
Aflac IncorporatedAFL6.15K$721.09K
KKR & Co. Inc.KKR6.25K$573.44K