Stock Taper 
NVEST FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 10.16K | $3.49M |
 The Progressive Corporation | PGR | 11.02K | $2.41M |
 Microsoft Corporation | MSFT | 13.08K | $4.88M |
 Berkshire Hathaway Inc. | BRK-B | 14.57K | $7.29M |
 American Healthcare REIT, Inc. | AHR | 15.51K | $808.77K |
 JPMorgan Chase & Co. | JPM | 19.58K | $6.41M |
 RTX Corporation | RTX | 23.33K | $4.43M |
 Alphabet Inc. | GOOGL | 23.49K | $8.4M |
 Amazon.com, Inc. | AMZN | 26.58K | $6.33M |
 NVIDIA Corporation | NVDA | 37.44K | $7.49M |
 The TJX Companies, Inc. | TJX | 41.89K | $6.35M |
 Netflix, Inc. | NFLX | 42.08K | $3M |
 Apple Inc. | AAPL | 42.29K | $12.24M |
 GSK plc | GSK | 42.66K | $2.24M |
 NextEra Energy, Inc. | NEE | 54.33K | $4.77M |
 Walmart Inc. | WMT | 57.62K | $6.53M |