Stock Taper

AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Merck & Co., Inc.MRK3.79K$487.66K
The Charles Schwab CorporationSCHW3.69K$340.75K
Alphabet Inc.GOOGL3.59K$1.24M
Iron Mountain IncorporatedIRM2.81K$355.56K
Chevron CorporationCVX2.64K$437.77K
Broadcom Inc.AVGO2.47K$931.91K
Abbott LaboratoriesABT2.39K$217.23K
The Procter & Gamble CompanyPG2.34K$342.7K
Palantir Technologies Inc.PLTR2.32K$270.68K
Oracle CorporationORCL2.16K$316.99K
KLA CorporationKLAC2.09K$630.57K
Exxon Mobil CorporationXOM1.99K$271.39K
JPMorgan Chase & Co.JPM1.68K$548.28K
McKesson CorporationMCK1.6K$1.21M
International Business Machines CorporationIBM1.56K$437.85K
Philip Morris International Inc.PM1.55K$280.59K
Intel Corp.INTC1.45K$202.74K
Digital Realty Trust, Inc.DLR1.39K$249.62K
RTX CorporationRTX1.27K$241.53K
Chubb LimitedCB1.24K$397.58K