Stock Taper

LAKE STREET FINANCIAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Walt Disney CompanyDIS2.29K$220.03K
Berkshire Hathaway Inc.BRK-B2.3K$1.15M
Digital Realty Trust, Inc.DLR2.39K$429.74K
The Procter & Gamble CompanyPG2.41K$353.69K
Principal Financial Group, Inc.PFG2.53K$272.25K
RTX CorporationRTX2.58K$489.96K
Automatic Data Processing, Inc.ADP2.65K$592.57K
Bank of America CorporationBAC-PL2.78K$3.49M
Paylocity Holding CorporationPCTY2.85K$298.01K
Monster Beverage CorporationMNST3K$288.36K
Micron Technology, Inc.MU3.03K$3.5M
Abbott LaboratoriesABT3.04K$275.49K
The Home Depot, Inc.HD3.11K$1.1M
Welltower Inc.WELL3.22K$731.07K
Oracle CorporationORCL3.3K$483.47K
The TJX Companies, Inc.TJX3.42K$517.83K
Emerson Electric Co.EMR3.44K$493.01K
Freeport-McMoRan Inc.FCX3.5K$220.37K
Teradyne, Inc.TER3.52K$1.71M
Rocket Lab USA, Inc.RKLB3.71K$376.92K