Stock Taper 
LIFESTEPS FINANCIAL, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 2.29K | $310.62K |
 iShares Defense Industrials Act | IDEF | 2.27K | $71.98K |
 Mondelez International, Inc. | MDLZ | 2.07K | $119.67K |
 Broadcom Inc. | AVGO | 2.07K | $781.19K |
 The Williams Companies, Inc. | WMB | 1.96K | $145.56K |
 Rivian Automotive, Inc. | RIVN | 1.94K | $33.68K |
 Bank of America Corporation | BAC | 1.92K | $109.13K |
 Edison International | EIX | 1.89K | $140.49K |
 Abbott Laboratories | ABT | 1.73K | $157.07K |
 Caterpillar Inc. | CAT | 1.73K | $1.84M |
 GE Aerospace | GE | 1.73K | $644.68K |
 Enterprise Products Partners L.P. | EPD | 1.71K | $62.77K |
 Mastercard Incorporated | MA | 1.68K | $862.36K |
 Kinross Gold Corporation | KGC | 1.67K | $39.45K |
 Costco Wholesale Corporation | COST | 1.63K | $1.52M |
 Palantir Technologies Inc. | PLTR | 1.58K | $184.81K |
 Oracle Corporation | ORCL | 1.52K | $223.53K |
 Bristol-Myers Squibb Company | BMY | 1.48K | $85.51K |
 PulteGroup, Inc. | PHM | 1.45K | $198.57K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 1.36K | $135.87K |