Stock Taper

ROBERTS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Tower CorporationAMT27.7K$4.53M
The Charles Schwab CorporationSCHW27.09K$2.5M
Zimmer Biomet Holdings, Inc.ZBH24.44K$2.1M
JPMorgan Chase & Co.JPM24.24K$7.93M
QUALCOMM IncorporatedQCOM23.85K$4.41M
Trane Technologies plcTT21K$10.32M
Exxon Mobil CorporationXOM20.09K$2.75M
Salesforce, Inc.CRM18.45K$2.89M
Snowflake Inc.SNOW18.1K$4.61M
Qnity Electronics, Inc.Q18.07K$2.95M
Visa Inc.V16.18K$5.55M
Datadog, Inc.DDOG15.63K$4.07M
DuPont de Nemours, Inc.DD13.88K$1.88M
Rockwell Automation, Inc.ROK13.79K$6.83M
Zoetis Inc.ZTS13.55K$974.06K
RTX CorporationRTX13.3K$2.52M
Diamondback Energy, Inc.FANG12.67K$2.23M
EA ELECTRONIC ARTS INCEA11.68K$2.4M
Alphabet Inc.GOOGL11.35K$4.06M
NVIDIA CorporationNVDA11.34K$2.27M