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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V7.55K$2.59M
Somnigroup International IncSGI8.25K$646.8K
McDonald's CorporationMCD8.8K$2.38M
PACCAR IncPCAR9.07K$1.09M
Franklin Resources, Inc.BEN9.19K$305.79K
The Procter & Gamble CompanyPG9.5K$1.39M
Medtronic plcMDT9.54K$746.24K
BP p.l.c.BP9.57K$353.54K
The Walt Disney CompanyDIS11.26K$1.08M
Fastenal CompanyFAST11.28K$541.67K
Equinor ASAEQNR11.35K$356.37K
Dave & Buster's Entertainment, Inc.PLAY11.44K$130.42K
General Mills, Inc.GIS12.15K$422.92K
CVS Health Corp.CVS12.5K$1.29M
Johnson & JohnsonJNJ13.17K$3.34M
Allison Transmission Holdings, Inc.ALSN13.8K$1.56M
UnitedHealth Group IncorporatedUNH14.12K$5.87M
Microsoft CorporationMSFT15.39K$5.74M
NVIDIA CorporationNVDA17.16K$3.43M
Palo Alto Networks, Inc.PANW18.16K$6.19M