Stock Taper

CARSON ADVISORY INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL19.64K$5.68M
The Carlyle Group Inc.CG18.53K$780.12K
Truist Financial CorporationTFC18.38K$915.45K
Pinnacle Financial Partners, Inc.PNFP17.68K$1.78M
International Business Machines CorporationIBM16.07K$4.52M
Berkshire Hathaway Inc.BRK-B15.37K$7.69M
Lamb Weston Holdings, Inc.LW14.37K$620.48K
Walker & Dunlop, Inc.WD13.5K$738.45K
Wells Fargo & CompanyWFC12.78K$1.06M
Brookfield Asset Management Ltd.BAM12.71K$569.87K
Citigroup Inc.C12.57K$1.76M
NextEra Energy, Inc.NEE12.35K$1.08M
Novo Nordisk A/SNVO12.14K$582.13K
The Procter & Gamble CompanyPG12K$1.76M
Walmart Inc.WMT10.78K$1.22M
Empire State Realty Trust, Inc.ESRT10.5K$56.8K
ONEOK, Inc.OKE10.28K$893.31K
Johnson & JohnsonJNJ10.24K$2.6M
Blackstone Inc.BX9.57K$1.13M
Aflac IncorporatedAFL9.27K$1.09M