
XML FINANCIAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | KMI | 233K | $7.82M |
![]() | LUCD | 223K | $256.67K |
![]() | BAC | 202K | $9.84M |
![]() | T | 198K | $5.74M |
![]() | GOOD | 191K | $2.18M |
![]() | OPEN | 175K | $819.00K |
![]() | CSCO | 128K | $9.92M |
![]() | VZ | 119K | $5.99M |
![]() | PFE | 117K | $3.30M |
![]() | AAPL | 115K | $29.22M |
![]() | EPD | 112K | $4.25M |
![]() | UL | 84K | $4.77M |
![]() | TFC | 69K | $3.18M |
![]() | NVDA | 67K | $11.69M |
![]() | JNJ | 63K | $15.37M |
![]() | MRK | 61K | $7.36M |
![]() | QCOM | 60K | $7.77M |
![]() | OHI | 59K | $2.58M |
![]() | MSFT | 56K | $20.77M |
![]() | AMZN | 54K | $11.20M |

Kinder Morgan, Inc.
KMI
Shares Held
233K
Value
$7.82M

Lucid Diagnostics Inc.
LUCD
Shares Held
223K
Value
$256.67K

Bank of America Corporation
BAC
Shares Held
202K
Value
$9.84M

AT&T Inc.
T
Shares Held
198K
Value
$5.74M

Gladstone Commercial Corporation
GOOD
Shares Held
191K
Value
$2.18M

Opendoor Technologies Inc.
OPEN
Shares Held
175K
Value
$819.00K

Cisco Systems, Inc.
CSCO
Shares Held
128K
Value
$9.92M

Verizon Communications Inc.
VZ
Shares Held
119K
Value
$5.99M

Pfizer Inc.
PFE
Shares Held
117K
Value
$3.30M

Apple Inc.
AAPL
Shares Held
115K
Value
$29.22M

Enterprise Products Partners L.P.
EPD
Shares Held
112K
Value
$4.25M

Unilever PLC
UL
Shares Held
84K
Value
$4.77M

Truist Financial Corporation
TFC
Shares Held
69K
Value
$3.18M

NVIDIA Corporation
NVDA
Shares Held
67K
Value
$11.69M

Johnson & Johnson
JNJ
Shares Held
63K
Value
$15.37M

Merck & Co., Inc.
MRK
Shares Held
61K
Value
$7.36M

QUALCOMM Incorporated
QCOM
Shares Held
60K
Value
$7.77M

Omega Healthcare Investors, Inc.
OHI
Shares Held
59K
Value
$2.58M

Microsoft Corporation
MSFT
Shares Held
56K
Value
$20.77M

Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$11.20M
