Stock Taper

DOPKINS WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Battery Technology Company Common StockABAT50K$141.5K
Apple Inc.AAPL17.63K$5.1M
Pfizer Inc.PFE14.26K$343.33K
Cisco Systems, Inc.CSCO7.75K$910.55K
Shell plcSHEL5.7K$441.67K
Amazon.com, Inc.AMZN5.3K$1.26M
The Procter & Gamble CompanyPG3.99K$584.51K
M&T Bank CorporationMTB3.85K$916.6K
NVIDIA CorporationNVDA3.42K$685.11K
Microsoft CorporationMSFT2.64K$984.53K
GE AerospaceGE1.92K$716.44K
Duke Energy CorporationDUK1.82K$229.88K
DaVita Inc.DVA1.5K$333.72K
Alphabet Inc.GOOGL1.23K$440.28K
Visa Inc.V1.19K$408.62K
RTX CorporationRTX1.15K$217.71K
Corning IncGLW1.13K$288.13K
Johnson & JohnsonJNJ1.06K$268.7K
Meta Platforms, Inc.META553$311.5K
Trane Technologies plcTT484$237.72K