Stock Taper

SAX WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A12$8.62M
Booking Holdings Inc.BKNG88$371.16K
Wells Fargo & CompanyWFC-PL195$225.22K
KLA CorporationKLAC213$313.39K
Regeneron Pharmaceuticals, Inc.REGN316$244.35K
Bank of America CorporationBAC-PL330$393.21K
W.W. Grainger, Inc.GWW397$433.05K
Mettler-Toledo International Inc.MTD426$537.85K
United Rentals, Inc.URI500$364.02K
BlackRock, Inc.BLK581$558.35K
Rockwell Automation, Inc.ROK591$212.1K
Moody's CorporationMCO602$262.8K
S&P Global Inc.SPGI609$258.87K
Deere & CompanyDE764$430.31K
Lockheed Martin CorporationLMT802$484.82K
Ecolab Inc.ECL838$222.87K
Constellation Energy CorporationCEG882$246.39K
Texas Pacific Land CorporationTPL901$427.46K
Arthur J. Gallagher & Co.AJG941$203.77K
General Dynamics CorporationGD1.01K$348.12K