Stock Taper 
ROBERTS WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rockwell Automation, Inc. | ROK | 13.79K | $6.83M |
 DuPont de Nemours, Inc. | DD | 13.88K | $1.88M |
 Datadog, Inc. | DDOG | 15.63K | $4.07M |
 Visa Inc. | V | 16.18K | $5.55M |
 Qnity Electronics, Inc. | Q | 18.07K | $2.95M |
 Snowflake Inc. | SNOW | 18.1K | $4.61M |
 Salesforce, Inc. | CRM | 18.45K | $2.89M |
 Exxon Mobil Corporation | XOM | 20.09K | $2.75M |
 Trane Technologies plc | TT | 21K | $10.32M |
 QUALCOMM Incorporated | QCOM | 23.85K | $4.41M |
 JPMorgan Chase & Co. | JPM | 24.24K | $7.93M |
 Zimmer Biomet Holdings, Inc. | ZBH | 24.44K | $2.1M |
 The Charles Schwab Corporation | SCHW | 27.09K | $2.5M |
 American Tower Corporation | AMT | 27.7K | $4.53M |
 Take-Two Interactive Software, Inc. | TTWO | 27.78K | $6.94M |
 Williams-Sonoma, Inc. | WSM | 29.53K | $6.88M |
 The Procter & Gamble Company | PG | 29.94K | $4.39M |
 Microsoft Corporation | MSFT | 34.78K | $12.97M |
 Coherent, Inc. | COHR | 35.17K | $13.87M |
 Tradeweb Markets Inc. | TW | 36.86K | $3.67M |