Stock Taper 
BAKER TILLY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Moody's Corporation | MCO | 660 | $298.96K |
 Chubb Limited | CB | 688 | $234.5K |
 Applied Materials, Inc. | AMAT | 733 | $530.04K |
 Trane Technologies plc | TT | 748 | $367.39K |
 Valero Energy Corporation | VLO | 838 | $218.25K |
 McDonald's Corporation | MCD | 840 | $227.18K |
 Roper Technologies, Inc. | ROP | 875 | $296.15K |
 Intuit Inc. | INTU | 920 | $240.12K |
 Analog Devices, Inc. | ADI | 949 | $376.91K |
 Martin Marietta Materials, Inc. | MLM | 962 | $554.86K |
 Caterpillar Inc. | CAT | 1.01K | $1.08M |
 Deere & Company | DE | 1.05K | $666.94K |
 UnitedHealth Group Incorporated | UNH | 1.08K | $448.88K |
 LPL Financial Holdings Inc. | LPLA | 1.11K | $312.95K |
 FactSet Research Systems Inc. | FDS | 1.15K | $263.6K |
 The Allstate Corporation | ALL | 1.15K | $273.87K |
 Micron Technology, Inc. | MU | 1.17K | $1.35M |
 Tenet Healthcare Corporation | THC | 1.2K | $224.87K |
 Ameriprise Financial, Inc. | AMP | 1.2K | $551.5K |
 Mastercard Incorporated | MA | 1.2K | $617.36K |