Stock Taper

LIFESTEPS FINANCIAL, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ServisFirst Bancshares, Inc.SFBS3K$260.25K
Berkshire Hathaway Inc.BRK-B3.11K$1.55M
QUALCOMM IncorporatedQCOM3.33K$614.98K
AT&T Inc.T3.63K$75.14K
Johnson & JohnsonJNJ4.13K$1.05M
The Procter & Gamble CompanyPG4.15K$608.12K
Automatic Data Processing, Inc.ADP4.2K$939.97K
The Home Depot, Inc.HD4.23K$1.49M
Alphabet Inc.GOOG4.32K$1.53M
Chevron CorporationCVX4.41K$730.44K
Netflix, Inc.NFLX5.21K$371.85K
Pfizer Inc.PFE5.31K$127.79K
Emerson Electric Co.EMR5.73K$820.85K
Uber Technologies, Inc.UBER6.03K$435.13K
Cisco Systems, Inc.CSCO6.57K$771.36K
AbbVie Inc.ABBV7.34K$1.85M
Novo Nordisk A/SNVO7.45K$356.96K
Verizon Communications Inc.VZ7.48K$316.89K
CVB Financial Corp.CVBF7.5K$169.13K
Ford Motor CompanyF7.59K$105.47K