Stock Taper 
SOUND FINANCIAL STRATEGIES GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 169 | $202.7K |
 W.W. Grainger, Inc. | GWW | 255 | $346.9K |
 Micron Technology, Inc. | MU | 352 | $406.31K |
 Meta Platforms, Inc. | META | 457 | $257.42K |
 Caterpillar Inc. | CAT | 541 | $576.11K |
 GE Aerospace | GE | 567 | $211.91K |
 KLA Corporation | KLAC | 718 | $216.63K |
 The Home Depot, Inc. | HD | 722 | $254.63K |
 Berkshire Hathaway Inc. | BRK-B | 741 | $370.79K |
 Essex Property Trust, Inc. | ESS | 800 | $233.27K |
 Analog Devices, Inc. | ADI | 813 | $322.9K |
 The Sherwin-Williams Company | SHW | 843 | $290.26K |
 General Dynamics Corporation | GD | 849 | $300.75K |
 AbbVie Inc. | ABBV | 884 | $222.45K |
 Chubb Limited | CB | 886 | $301.9K |
 Tesla, Inc. | TSLA | 903 | $379.8K |
 Morgan Stanley | MS | 1.01K | $210.29K |
 Linde plc | LIN | 1.02K | $527.76K |
 Broadcom Inc. | AVGO | 1.02K | $385.31K |
 Ecolab Inc. | ECL | 1.02K | $284.74K |