Stock Taper

REGENT PEAK WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NextEra Energy, Inc.NEE7.35K$645.16K
Oracle CorporationORCL7.72K$1.13M
JPMorgan Chase & Co.JPM7.83K$2.56M
CSX CorporationCSX7.93K$377.15K
10x Genomics, Inc.TXG8.42K$322.86K
NiSource IncNI8.62K$409.93K
Cisco Systems, Inc.CSCO9.03K$1.06M
Berkshire Hathaway Inc.BRK-B9.74K$4.87M
The Procter & Gamble CompanyPG10.07K$1.48M
The Progressive CorporationPGR11.77K$2.57M
Viemed Healthcare, Inc.VMD12.03K$137.14K
Intel Corp.INTC12.5K$1.75M
Netflix, Inc.NFLX12.62K$901.07K
AT&T Inc.T12.84K$265.79K
Bank of America CorporationBAC14.07K$801.88K
Energy Transfer LPET15.54K$297.13K
Broadcom Inc.AVGO16.17K$6.11M
TC TALKSPACE INC COMTALK16.35K$85.01K
Delta Air Lines, Inc.DAL18.04K$1.69M
Alphabet Inc.GOOG18.46K$6.52M