Stock Taper 
BAKER TILLY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Becton, Dickinson and Company | BDX | 5.5K | $833.12K |
 Citigroup Inc. | C | 5.67K | $793.75K |
 KKR & Co. Inc. | KKR | 5.69K | $522.37K |
 Pinnacle Financial Partners, Inc. | PNFP | 5.73K | $577.84K |
 Blackstone Inc. | BX | 5.83K | $686.26K |
 Capital One Financial Corporation | COF | 5.85K | $1.17M |
 General Motors Company | GM | 6.05K | $466.29K |
 SEI Investments Company | SEIC | 6.05K | $530.88K |
 Salesforce, Inc. | CRM | 6.29K | $985.41K |
 Barrick Mining Corporation | B | 6.36K | $233.71K |
 Vicor Corporation | VICR | 6.5K | $2.47M |
 Centene Corp. | CNC | 6.54K | $419.87K |
 American Tower Corporation | AMT | 6.62K | $1.08M |
 CoStar Group, Inc. | CSGP | 7.32K | $207.22K |
 O'Reilly Automotive, Inc. | ORLY | 7.68K | $706.88K |
 Broadcom Inc. | AVGO | 7.72K | $2.92M |
 Sempra | SRE | 7.78K | $721.3K |
 Walmart Inc. | WMT | 7.85K | $889.32K |
 Berkshire Hathaway Inc. | BRK-B | 7.85K | $3.93M |
 Meta Platforms, Inc. | META | 8.13K | $4.58M |