Stock Taper 
LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ionis Pharmaceuticals, Inc. | IONS | 200 | $15.86K |
 NRG Energy, Inc. | NRG | 200 | $29.21K |
 Devon Energy Corporation | DVN | 200 | $8.26K |
 Fresenius Medical Care AG & Co. KGaA | FMS | 200 | $4.52K |
 CVS Health Corp. | CVS | 200 | $20.69K |
 PPG Industries, Inc. | PPG | 200 | $24.26K |
 Halliburton Company | HAL | 200 | $6.79K |
 Medtronic plc | MDT | 204 | $15.96K |
 UnitedHealth Group Incorporated | UNH | 209 | $86.87K |
 Bank of America Corporation | BAC-PL | 214 | $268.31K |
 Philip Morris International Inc. | PM | 216 | $39.08K |
 American Express Company | AXP | 218 | $73.74K |
 The Trade Desk, Inc. | TTD | 220 | $3.98K |
 STMicroelectronics N.V. | STM | 227 | $17K |
 Nu Holdings Ltd. | NU | 228 | $3.05K |
 Joby Aviation, Inc. | JOBY | 231 | $2.06K |
 Solstice Advanced Materials Inc. | SOLS | 235 | $20.82K |
 Occidental Petroleum Corporation | OXY | 239 | $11.61K |
 General Mills, Inc. | GIS | 240 | $8.35K |
 Cummins Inc. | CMI | 243 | $173.31K |