Stock Taper

CONCORD WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
British American Tobacco p.l.c.BTI5.33K$329.49K
Illinois Tool Works Inc.ITW5.42K$1.47M
The Goldman Sachs Group, Inc.GS5.65K$5.72M
AT&T Inc.T5.69K$117.88K
Palantir Technologies Inc.PLTR5.9K$688.82K
Mastercard IncorporatedMA6.06K$3.11M
Marsh & McLennan Companies, Inc.MRSH6.1K$1.02M
Energy Transfer LPET6.32K$120.76K
QUALCOMM IncorporatedQCOM6.56K$1.21M
Cadence Design Systems, Inc.CDNS6.84K$2.57M
Salesforce, Inc.CRM6.92K$1.08M
CSX CorporationCSX6.94K$329.67K
Lloyds Banking Group plcLYG7.18K$41.84K
International Business Machines CorporationIBM7.26K$2.04M
AbbVie Inc.ABBV7.8K$1.96M
PepsiCo, Inc.PEP8.2K$1.11M
The Travelers Companies, Inc.TRV8.3K$2.74M
UnitedHealth Group IncorporatedUNH8.31K$3.45M
Skyworks Solutions, Inc.SWKS8.55K$580.06K
Chubb LimitedCB8.63K$2.94M