Stock Taper

ROBERTS WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Linde plcLIN10.13K$5.25M
Thermo Fisher Scientific Inc.TMO9.74K$4.88M
Intuitive Surgical, Inc.ISRG9.54K$3.79M
The Southern CompanySO8.74K$836.4K
Intuit Inc.INTU8.38K$2.19M
The Home Depot, Inc.HD7.27K$2.56M
Oracle CorporationORCL6.5K$952.43K
Union Pacific CorporationUNP5.61K$1.53M
Wells Fargo & CompanyWFC5.38K$444.36K
Costco Wholesale CorporationCOST5.21K$4.87M
Netflix, Inc.NFLX5.15K$367.43K
Synopsys, Inc.SNPS4.96K$2.21M
Adobe Inc.ADBE4.9K$1M
CrowdStrike Holdings, Inc.CRWD4.63K$3.53M
Chevron CorporationCVX4.52K$748.74K
Uber Technologies, Inc.UBER4.33K$312.81K
Bloom Energy CorporationBE3.9K$1.18M
Qualys, Inc.QLYS3.2K$439.97K
Gilead Sciences, Inc.GILD3.04K$384.07K
Fortinet, Inc.FTNT2K$307.24K