Stock Taper

CHICO WEALTH RIA

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT1.17K$1.25M
Capital One Financial CorporationCOF1.06K$212.66K
Berkshire Hathaway Inc.BRK-B1.04K$521.41K
Darden Restaurants, Inc.DRI989$203.74K
Ferguson plcFERG881$209.09K
JPMorgan Chase & Co.JPM779$254.99K
Tesla, Inc.TSLA554$233.01K
Taiwan Semiconductor Manufacturing Company LimitedTSM531$253.59K
Lumentum Holdings Inc.LITE252$216.23K
Micron Technology, Inc.MU243$280.49K