Stock Taper

ENCOMPASS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Freeport-McMoRan Inc.FCX5.24K$329.67K
U.S. BancorpUSB4.81K$290.46K
Roper Technologies, Inc.ROP4.72K$1.6M
Rocket Lab USA, Inc.RKLB4.6K$467.68K
Alphabet Inc.GOOG4.32K$1.53M
Exxon Mobil CorporationXOM3.99K$545.79K
Bank of America CorporationBAC3.85K$219.2K
Microchip Technology IncorporatedMCHP3.5K$319.38K
Chevron CorporationCVX3.16K$524.33K
Amgen Inc.AMGN2.94K$1.06M
The Walt Disney CompanyDIS2.63K$253.36K
Costco Wholesale CorporationCOST2.32K$2.17M
Berkshire Hathaway Inc.BRK-B2.3K$1.15M
Meta Platforms, Inc.META2.09K$1.18M
Starbucks CorporationSBUX2.01K$205.71K
The TJX Companies, Inc.TJX2K$303.61K
Target CorporationTGT1.85K$241.56K
AbbVie Inc.ABBV1.85K$464.56K
Salesforce, Inc.CRM1.71K$267.97K
Union Pacific CorporationUNP1.71K$465.16K