Stock Taper 
CAPITAL PERFORMANCE ADVISORS LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Automatic Data Processing, Inc. | ADP | 1.06K | $236.55K |
 American Express Company | AXP | 1K | $339.62K |
 Welltower Inc. | WELL | 992 | $225.08K |
 The Travelers Companies, Inc. | TRV | 991 | $327.23K |
 Cigna Corporation | CI | 988 | $272.44K |
 Union Pacific Corporation | UNP | 971 | $263.99K |
 KLA Corporation | KLAC | 944 | $284.79K |
 Arm Holdings plc American Depositary Shares | ARM | 929 | $329.4K |
 Ulta Beauty, Inc. | ULTA | 821 | $370.25K |
 Bloom Energy Corporation | BE | 755 | $228.54K |
 GE Vernova Inc. | GEV | 665 | $781.32K |
 Amgen Inc. | AMGN | 598 | $216.56K |
 MongoDB, Inc. | MDB | 597 | $200.53K |
 Dell Technologies Inc. | DELL | 570 | $245.93K |
 Deere & Company | DE | 526 | $333.42K |
 Intuitive Surgical, Inc. | ISRG | 506 | $201.23K |
 Trane Technologies plc | TT | 493 | $242.28K |
 Linde plc | LIN | 485 | $251.74K |
 MercadoLibre, Inc. | MELI | 453 | $768.92K |
 McKesson Corporation | MCK | 443 | $334.81K |