Stock Taper 
FRG FAMILY WEALTH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 3.4K | $5.01M |
 Phillips 66 | PSX | 3.4K | $619.59K |
 BlackRock, Inc. | BLK | 3.6K | $3.46M |
 Chubb Limited | CB | 3.78K | $1.23M |
 CrowdStrike Holdings, Inc. | CRWD | 3.86K | $1.51M |
 RPM International Inc. | RPM | 3.9K | $387.66K |
 Honeywell International Inc. | HON | 4.11K | $929.89K |
 Alphabet Inc. | GOOG | 4.35K | $1.25M |
 Medtronic plc | MDT | 4.51K | $390.44K |
 BP p.l.c. | BP | 5.13K | $240.97K |
 3M Company | MMM | 5.22K | $758.83K |
 Salesforce, Inc. | CRM | 5.38K | $1M |
 The Travelers Companies, Inc. | TRV | 5.65K | $1.65M |
 Novo Nordisk A/S | NVO | 5.73K | $210.61K |
 Oracle Corporation | ORCL | 6.47K | $951.95K |
 FedEx Corporation | FDX | 6.59K | $2.35M |
 Starbucks Corporation | SBUX | 6.61K | $591.75K |
 Ingersoll Rand Inc. | IR | 6.73K | $538.97K |
 Waste Management, Inc. | WM | 6.96K | $1.6M |
 Prudential Financial, Inc. | PRU | 7.16K | $699.46K |