Stock Taper

ACCRETIVE WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Markel CorporationMKL143$279.28K
Eli Lilly and CompanyLLY242$290.26K
Quanta Services, Inc.PWR290$208.81K
Northrop Grumman CorporationNOC477$242.94K
Amgen Inc.AMGN599$216.91K
Tesla, Inc.TSLA618$259.93K
Palo Alto Networks, Inc.PANW704$240.08K
The Sherwin-Williams CompanySHW754$259.62K
Broadcom Inc.AVGO812$306.73K
Caterpillar Inc.CAT833$887.12K
Lam Research CorporationLRCX881$381.76K
The Boeing CompanyBA1.01K$218.45K
Costco Wholesale CorporationCOST1.02K$951.5K
JPMorgan Chase & Co.JPM1.09K$357.31K
TransDigm Group IncorporatedTDG1.28K$1.7M
Berkshire Hathaway Inc.BRK-B1.29K$645K
Fair Isaac CorporationFICO1.42K$1.7M
The Allstate CorporationALL1.45K$345.01K
American Express CompanyAXP1.68K$569.33K
AbbVie Inc.ABBV1.82K$458.39K