Stock Taper

KEUDELL/MORRISON WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX174$344.86K
W.W. Grainger, Inc.GWW286$389.07K
Seagate Technology Holdings plcSTX300$289.5K
McKesson CorporationMCK354$267.48K
The Goldman Sachs Group, Inc.GS411$415.67K
Linde plcLIN455$236.12K
Thermo Fisher Scientific Inc.TMO498$249.68K
argenx SEARGX506$469.45K
Micron Technology, Inc.MU509$587.53K
Lennox International Inc.LII518$296.79K
AppLovin CorporationAPP562$289.56K
Regeneron Pharmaceuticals, Inc.REGN582$362.9K
MKS Inc.MKSI600$266.88K
Vertex Pharmaceuticals IncorporatedVRTX612$304K
Eaton Corporation plcETN637$271.44K
Applied Materials, Inc.AMAT649$469.23K
Jabil Inc.JBL689$265.6K
Norfolk Southern CorporationNSC719$226.19K
Marvell Technology, Inc.MRVL752$224.01K
Vulcan Materials CompanyVMC784$231.29K