Stock Taper

WHELAN FINANCIAL

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V3.64K$1.25M
Netflix, Inc.NFLX3.99K$284.74K
Berkshire Hathaway Inc.BRK-B4.47K$2.24M
American Express CompanyAXP4.73K$1.6M
JPMorgan Chase & Co.JPM4.73K$1.55M
Chevron CorporationCVX4.83K$800.51K
Cisco Systems, Inc.CSCO4.85K$569.85K
UMB Financial CorporationUMBF5.01K$715.13K
Alphabet Inc.GOOGL5.48K$1.96M
Walmart Inc.WMT5.67K$642.49K
Broadcom Inc.AVGO5.68K$2.15M
Lululemon Athletica Inc.LULU6.1K$696.5K
Meta Platforms, Inc.META6.39K$3.6M
Capital One Financial CorporationCOF8.29K$1.66M
Constellation Brands, Inc.STZ9.1K$1.27M
Lowe's Companies, Inc.LOW10.2K$2.25M
Microsoft CorporationMSFT12.34K$4.6M
Alphabet Inc.GOOG13.45K$4.75M
NIKE, Inc.NKE14.39K$590.75K
Amazon.com, Inc.AMZN14.82K$3.53M