Stock Taper 
ONEASCENT WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dell Technologies Inc. | DELL | 1.49K | $640.72K |
 Caterpillar Inc. | CAT | 1.47K | $1.57M |
 The Procter & Gamble Company | PG | 1.44K | $211.6K |
 QUALCOMM Incorporated | QCOM | 1.36K | $251.5K |
 American Express Company | AXP | 1.36K | $459.34K |
 Marriott International, Inc. | MAR | 1.35K | $501.04K |
 EastGroup Properties, Inc. | EGP | 1.3K | $263.49K |
 Mastercard Incorporated | MA | 1.29K | $663.06K |
 Tesla, Inc. | TSLA | 1.27K | $534.58K |
 Intuitive Surgical, Inc. | ISRG | 1.24K | $491.93K |
 Trane Technologies plc | TT | 1.18K | $578.83K |
 Old Dominion Freight Line, Inc. | ODFL | 1.17K | $252.66K |
 Broadcom Inc. | AVGO | 1.15K | $432.52K |
 Berkshire Hathaway Inc. | BRK-B | 1.1K | $552.43K |
 Costco Wholesale Corporation | COST | 1.07K | $1M |
 Cigna Corporation | CI | 1.02K | $281.75K |
 Johnson & Johnson | JNJ | 1.01K | $255.75K |
 STERIS plc | STE | 991 | $208.68K |
 Alphabet Inc. | GOOG | 955 | $337.43K |
 Ferguson plc | FERG | 865 | $205.29K |