Stock Taper

REGENT PEAK WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UnitedHealth Group IncorporatedUNH1.62K$673.44K
The Boeing CompanyBA1.63K$351.76K
Eaton Corporation plcETN1.66K$707.78K
Caterpillar Inc.CAT1.67K$1.78M
Cadence Design Systems, Inc.CDNS1.7K$636.92K
Amgen Inc.AMGN1.73K$626.13K
D.R. Horton, Inc.DHI1.74K$282.6K
Danaher CorporationDHR1.74K$331.44K
Welltower Inc.WELL1.74K$395.84K
The PNC Financial Services Group, Inc.PNC1.76K$434.58K
Aflac IncorporatedAFL1.77K$208.12K
Simon Property Group, Inc.SPG1.9K$424.49K
Gilead Sciences, Inc.GILD1.9K$240.17K
Costco Wholesale CorporationCOST1.91K$1.79M
State Street CorporationSTT1.98K$334.96K
Airbnb, Inc.ABNB1.98K$283.77K
Prudential Financial, Inc.PRU1.99K$214.67K
Applied Materials, Inc.AMAT2K$1.45M
ConocoPhillipsCOP2K$208.23K
Constellation Energy CorporationCEG2K$497.98K