Stock Taper 
WALKNER CONDON FINANCIAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 935 | $676K |
 Mastercard Incorporated | MA | 1.02K | $521.82K |
 Amgen Inc. | AMGN | 1.03K | $374.79K |
 BWX Technologies, Inc. | BWXT | 1.04K | $203.22K |
 Micron Technology, Inc. | MU | 1.05K | $1.22M |
 Texas Instruments Incorporated | TXN | 1.11K | $331.45K |
 GE Aerospace | GE | 1.11K | $416.33K |
 Palo Alto Networks, Inc. | PANW | 1.17K | $397.63K |
 McDonald's Corporation | MCD | 1.41K | $381.04K |
 SAP SE | SAP | 1.47K | $226.39K |
 American Express Company | AXP | 1.52K | $513.78K |
 Eli Lilly and Company | LLY | 1.54K | $1.84M |
 Automatic Data Processing, Inc. | ADP | 1.54K | $344.51K |
 Capital One Financial Corporation | COF | 1.56K | $312.09K |
 CBRE Group, Inc. | CBRE | 1.56K | $210.66K |
 RTX Corporation | RTX | 1.61K | $306.22K |
 Advanced Micro Devices, Inc. | AMD | 1.66K | $965.47K |
 Fortinet, Inc. | FTNT | 1.69K | $259.46K |
 QUALCOMM Incorporated | QCOM | 1.71K | $316.15K |
 Salesforce, Inc. | CRM | 1.72K | $268.99K |