Stock Taper 
REGENT PEAK WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 State Street Corporation | STT | 1.98K | $334.96K |
 Costco Wholesale Corporation | COST | 1.91K | $1.79M |
 Gilead Sciences, Inc. | GILD | 1.9K | $240.17K |
 Simon Property Group, Inc. | SPG | 1.9K | $424.49K |
 Aflac Incorporated | AFL | 1.77K | $208.12K |
 The PNC Financial Services Group, Inc. | PNC | 1.76K | $434.58K |
 Welltower Inc. | WELL | 1.74K | $395.84K |
 Danaher Corporation | DHR | 1.74K | $331.44K |
 D.R. Horton, Inc. | DHI | 1.74K | $282.6K |
 Amgen Inc. | AMGN | 1.73K | $626.13K |
 Cadence Design Systems, Inc. | CDNS | 1.7K | $636.92K |
 Caterpillar Inc. | CAT | 1.67K | $1.78M |
 Eaton Corporation plc | ETN | 1.66K | $707.78K |
 The Boeing Company | BA | 1.63K | $351.76K |
 UnitedHealth Group Incorporated | UNH | 1.62K | $673.44K |
 Emerson Electric Co. | EMR | 1.62K | $231.33K |
 Granite Construction Incorporated | GVA | 1.6K | $253.24K |
 Lockheed Martin Corporation | LMT | 1.51K | $770.61K |
 Linde plc | LIN | 1.51K | $781.94K |
 Ultra Clean Holdings, Inc. | UCTT | 1.47K | $209.32K |