Stock Taper 
FI3 FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 647 | $329.76K |
 Cisco Systems, Inc. | CSCO | 632 | $310.03K |
 Caterpillar Inc. | CAT | 621 | $383.06K |
 The Travelers Companies, Inc. | TRV | 619 | $304.03K |
 Edison International | EIX | 596 | $253.78K |
 KKR & Co. Inc. | KKR | 586 | $205.14K |
 The TJX Companies, Inc. | TJX | 584 | $293.29K |
 Vertiv Holdings Co | VRT | 553 | $274.69K |
 Cummins Inc. | CMI | 542 | $413.62K |
 ConocoPhillips | COP | 516 | $1.02M |
 Ross Stores, Inc. | ROST | 458 | $226.96K |
 Aramark | ARMK | 395 | $203.52K |
 The Charles Schwab Corporation | SCHW | 370 | $841.28K |
 Dell Technologies Inc. | DELL | 323 | $205.45K |
 Paychex, Inc. | PAYX | 309 | $302.24K |
 The Boeing Company | BA | 305 | $293.28K |