Stock Taper

WELLSPRING FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UL Solutions Inc.ULS2.97K$302.93K
Mastercard IncorporatedMA2.97K$1.53M
Salesforce, Inc.CRM3.01K$471.64K
Intuitive Surgical, Inc.ISRG3.05K$1.22M
Newmont CorporationNEM3.06K$285.73K
Flex Ltd.FLEX3.07K$497.87K
UnitedHealth Group IncorporatedUNH3.12K$1.3M
Fortinet, Inc.FTNT3.12K$478.83K
The Progressive CorporationPGR3.35K$731.28K
Oracle CorporationORCL3.37K$493.42K
The Charles Schwab CorporationSCHW3.38K$310.47K
International Business Machines CorporationIBM3.4K$956.38K
ServiceNow, Inc.NOW3.42K$339.66K
Twilio Inc.TWLO3.48K$717.23K
CME Group Inc.CME3.51K$774.68K
Eli Lilly and CompanyLLY3.62K$4.34M
Palo Alto Networks, Inc.PANW3.62K$1.24M
Nasdaq, Inc.NDAQ3.65K$287.87K
XPO Logistics, Inc.XPO3.71K$762.04K
Altria Group, Inc.MO3.76K$270.38K