Stock Taper 
VERTEX PLANNING PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blackstone Inc. | BX | 2.98K | $350.19K |
 Oracle Corporation | ORCL | 2.83K | $415.47K |
 Accenture plc | ACN | 2.31K | $287.7K |
 Performance Food Group Co | PFGC | 2.3K | $257.56K |
 Cardinal Health, Inc. | CAH | 1.62K | $385.58K |
 Intuitive Surgical, Inc. | ISRG | 1.38K | $546.81K |
 Automatic Data Processing, Inc. | ADP | 1.13K | $253.74K |
 Advanced Micro Devices, Inc. | AMD | 1.03K | $601.24K |
 Broadcom Inc. | AVGO | 988 | $373.07K |
 Meta Platforms, Inc. | META | 760 | $428.1K |
 Berkshire Hathaway Inc. | BRK-B | 644 | $322.25K |
 Tesla, Inc. | TSLA | 641 | $269.61K |
 Costco Wholesale Corporation | COST | 585 | $547.25K |
 McKesson Corporation | MCK | 472 | $356.64K |
 Sandisk Corporation | SNDK | 172 | $391.08K |