Stock Taper

CONCORD WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KLA CorporationKLAC12.5K$3.77M
Meta Platforms, Inc.META12.08K$6.81M
Visa Inc.V11.62K$3.99M
Amgen Inc.AMGN11.14K$4.04M
McDonald's CorporationMCD11.06K$2.99M
Eaton Corporation plcETN10.82K$4.61M
Marvell Technology, Inc.MRVL10.2K$3.04M
Alphabet Inc.GOOG10.2K$3.6M
Cleveland-Cliffs Inc.CLF10.07K$94.54K
Lockheed Martin CorporationLMT10K$5.09M
ServiceNow, Inc.NOW9.78K$971.26K
The Home Depot, Inc.HD9.63K$3.4M
Caterpillar Inc.CAT9.42K$10.03M
Altria Group, Inc.MO9.39K$675.58K
Tesla, Inc.TSLA9.39K$3.95M
Oracle CorporationORCL8.78K$1.29M
Chubb LimitedCB8.63K$2.94M
Skyworks Solutions, Inc.SWKS8.55K$580.06K
UnitedHealth Group IncorporatedUNH8.31K$3.45M
The Travelers Companies, Inc.TRV8.3K$2.74M