Stock Taper 
WEST FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Deere & Company | DE | 46 | $29.48K |
 Apollo Global Management, Inc. | APO | 46 | $5.39K |
 PennyMac Mortgage Investment Trust | PMT | 42 | $477 |
 Cigna Corporation | CI | 35 | $9.65K |
 Unity Software Inc. | U | 34 | $972 |
 Enphase Energy, Inc. | ENPH | 32 | $1.58K |
 Westrock Coffee Company, LLC | WEST | 31 | $0 |
 Franklin Resources, Inc. | BEN | 31 | $1.02K |
 Dorchester Minerals, L.P. | DMLP | 31 | $771 |
 The Trade Desk, Inc. | TTD | 30 | $543 |
 Comcast Corporation | CMCSA | 28 | $688 |
 Upstart Holdings, Inc. | UPST | 28 | $993 |
 Prudential Financial, Inc. | PRU | 21 | $2.27K |
 Roblox Corporation | RBLX | 19 | $1.03K |
 PayPal Holdings, Inc. | PYPL | 18 | $778 |
 Fortinet, Inc. | FTNT | 14 | $2.15K |
 Globus Medical, Inc. | GMED | 14 | $1.11K |
 The Toro Company | TTC | 14 | $1.36K |
 AT&T Inc. | T | 14 | $290 |
 Stantec Inc. | STN | 12 | $827 |