Stock Taper

FI3 FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Boeing CompanyBA305$293.28K
Paychex, Inc.PAYX309$302.24K
Dell Technologies Inc.DELL323$205.45K
The Charles Schwab CorporationSCHW370$841.28K
AramarkARMK395$203.52K
Ross Stores, Inc.ROST458$226.96K
ConocoPhillipsCOP516$1.02M
Cummins Inc.CMI542$413.62K
Vertiv Holdings CoVRT553$274.69K
The TJX Companies, Inc.TJX584$293.29K
KKR & Co. Inc.KKR586$205.14K
Edison InternationalEIX596$253.78K
The Travelers Companies, Inc.TRV619$304.03K
Caterpillar Inc.CAT621$383.06K
Cisco Systems, Inc.CSCO632$310.03K
Lumentum Holdings Inc.LITE647$329.76K
Emerson Electric Co.EMR670$556.02K
Marsh & McLennan Companies, Inc.MRSH673$1.31M
Curtiss-Wright CorporationCW687$489.98K
The Home Depot, Inc.HD704$232.64K