Stock Taper 
WALKNER CONDON FINANCIAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 118 | $268.3K |
 Parker-Hannifin Corporation | PH | 259 | $253.33K |
 BlackRock, Inc. | BLK | 261 | $250.97K |
 ASML Holding N.V. | ASML | 283 | $563.01K |
 Seagate Technology Holdings plc | STX | 341 | $329.06K |
 GE Vernova Inc. | GEV | 349 | $410.03K |
 Cummins Inc. | CMI | 357 | $254.62K |
 CrowdStrike Holdings, Inc. | CRWD | 373 | $284.65K |
 Linde plc | LIN | 547 | $283.86K |
 Western Digital Corporation | WDC | 550 | $351.3K |
 The Goldman Sachs Group, Inc. | GS | 561 | $567.38K |
 Vertex Pharmaceuticals Incorporated | VRTX | 573 | $284.63K |
 Lockheed Martin Corporation | LMT | 578 | $294.48K |
 McKesson Corporation | MCK | 583 | $440.51K |
 Eaton Corporation plc | ETN | 707 | $301.27K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 720 | $273.87K |
 Analog Devices, Inc. | ADI | 724 | $287.55K |
 UnitedHealth Group Incorporated | UNH | 762 | $316.71K |
 Caterpillar Inc. | CAT | 859 | $915K |
 The Allstate Corporation | ALL | 901 | $214.38K |