Stock Taper 
LIFESTYLE ASSET MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 1.82K | $246.97K |
 RTX Corporation | RTX | 1.85K | $350.62K |
 Johnson & Johnson | JNJ | 1.85K | $470.35K |
 Morgan Stanley | MS | 2K | $418.5K |
 Accenture plc | ACN | 2.02K | $251.12K |
 Comfort Systems USA, Inc. | FIX | 2.17K | $4.3M |
 The Procter & Gamble Company | PG | 2.33K | $341.82K |
 Neurocrine Biosciences, Inc. | NBIX | 2.57K | $433.3K |
 International Business Machines Corporation | IBM | 2.63K | $738.93K |
 Broadcom Inc. | AVGO | 2.76K | $1.04M |
 The Ensign Group, Inc. | ENSG | 2.89K | $463.76K |
 Merck & Co., Inc. | MRK | 2.98K | $382.8K |
 Enova International, Inc. | ENVA | 3.18K | $765.76K |
 Tradeweb Markets Inc. | TW | 3.35K | $334.19K |
 Citigroup Inc. | C | 3.41K | $477.4K |
 Paylocity Holding Corporation | PCTY | 3.42K | $357.7K |
 NextEra Energy, Inc. | NEE | 3.51K | $308.42K |
 Microsoft Corporation | MSFT | 3.61K | $1.35M |
 Mastercard Incorporated | MA | 3.7K | $1.9M |
 Futu Holdings Limited | FUTU | 3.72K | $348.62K |