Stock Taper 
ONE CHARLES PRIVATE WEALTH SERVICES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blue Owl Capital Corporation | OBDC | 10.03K | $109K |
 Annaly Capital Management, Inc. | NLY | 10K | $223.6K |
 Alphabet Inc. | GOOGL | 8.06K | $2.88M |
 Microsoft Corporation | MSFT | 6.7K | $2.5M |
 CSX Corporation | CSX | 5.77K | $274.3K |
 Intel Corp. | INTC | 5.73K | $800.32K |
 Cisco Systems, Inc. | CSCO | 5.35K | $628.1K |
 Bristol-Myers Squibb Company | BMY | 4.85K | $279.39K |
 Alphabet Inc. | GOOG | 4.85K | $1.71M |
 AbbVie Inc. | ABBV | 4.71K | $1.19M |
 The Procter & Gamble Company | PG | 3.97K | $581.83K |
| WF WEBSTER FINL CORP | WBS | 3.95K | $302.14K |
 Merck & Co., Inc. | MRK | 3.89K | $500.2K |
 Oracle Corporation | ORCL | 3.86K | $566.03K |
 Altria Group, Inc. | MO | 3.55K | $255.72K |
 Carrier Global Corporation | CARR | 3.47K | $254.65K |
 Abbott Laboratories | ABT | 3.35K | $303.56K |
 Netflix, Inc. | NFLX | 3.2K | $228.46K |
 Johnson & Johnson | JNJ | 3.17K | $804.28K |
 Meta Platforms, Inc. | META | 3.07K | $1.73M |