Stock Taper

WAYPOINT WEALTH COUNSEL

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Coca-Cola CompanyKO121.66K$9.89M
PG&E CorporationPCG34.35K$577.75K
Golub Capital BDC, Inc.GBDC26.14K$336.75K
Apple Inc.AAPL19.75K$5.71M
Conagra Brands, Inc.CAG16.68K$224.46K
Microsoft CorporationMSFT14.39K$5.37M
NVIDIA CorporationNVDA13.99K$2.8M
Webull Corporation Class A Ordinary SharesBULL12.09K$78.83K
Cisco Systems, Inc.CSCO10.82K$1.27M
Ford Motor CompanyF10.16K$141.25K
Centene Corp.CNC9.53K$611.6K
Edison InternationalEIX9.49K$706.75K
Amazon.com, Inc.AMZN8.93K$2.13M
TechnipFMC plcFTI8.53K$565.47K
Devon Energy CorporationDVN8.04K$332.11K
Walmart Inc.WMT7.01K$793.78K
Bristol-Myers Squibb CompanyBMY6.35K$365.94K
Halliburton CompanyHAL6.25K$212.05K
Exxon Mobil CorporationXOM6.05K$827.88K
Freeport-McMoRan Inc.FCX5.72K$359.67K