Stock Taper 
LODESTONE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Banco Santander, S.A. | SAN | 178 | $2.46K |
 The Hartford Insurance Group, Inc. | HIG | 177 | $23.46K |
 FMC Corporation | FMC | 174 | $2K |
 Intuitive Surgical, Inc. | ISRG | 173 | $68.8K |
 Shopify Inc. | SHOP | 172 | $19.64K |
 Diageo plc | DEO | 172 | $13.82K |
 Microchip Technology Incorporated | MCHP | 165 | $15.05K |
 Union Pacific Corporation | UNP | 164 | $44.7K |
 JELD-WEN Holding, Inc. | JELD | 161 | $242 |
 Wheaton Precious Metals Corp. | WPM | 160 | $17.97K |
 Morgan Stanley | MS | 159 | $33.24K |
 Markel Corporation | MKL | 158 | $308.58K |
 Caterpillar Inc. | CAT | 157 | $166.95K |
 Crown Castle Inc. | CCI | 157 | $11.88K |
 CVS Health Corp. | CVS | 156 | $16.14K |
 Chubb Limited | CB | 156 | $53.12K |
 Cincinnati Financial Corporation | CINF | 152 | $28.11K |
 NIO Inc. | NIO | 150 | $759 |
 Fox Corporation | FOX | 145 | $6.79K |
 Verisk Analytics, Inc. | VRSK | 143 | $25.67K |