Stock Taper

HB WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Accenture plcACN116.82K$14.54M
CRH plcCRH115.86K$12.4M
General Mills, Inc.GIS115.19K$4.01M
Mondelez International, Inc.MDLZ113.87K$6.59M
Morgan StanleyMS112.08K$23.43M
Kinder Morgan, Inc.KMI107.12K$3.42M
Bristol-Myers Squibb CompanyBMY106.92K$6.16M
Lam Research CorporationLRCX106.84K$46.3M
Macy's, Inc.M106.5K$2.51M
The Walt Disney CompanyDIS105.68K$10.17M
Philip Morris International Inc.PM104.51K$18.91M
Citigroup Inc.C103.98K$14.55M
CSX CorporationCSX103.75K$4.93M
Zillow Group, Inc. Class CZ103.71K$3.27M
Ares Capital CorporationARCC101.32K$1.88M
International Business Machines CorporationIBM100.6K$28.29M
Opendoor Technologies Inc.OPEN100.1K$462.47K
Medtronic plcMDT98.95K$7.74M
Iamgold CorporationIAG98.5K$1.56M
Goldman Sachs BDC, Inc.GSBD96.86K$918.29K