Stock Taper

CASSADAY & CO WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cloudflare, Inc.NET326$79.96K
Welltower Inc.WELL327$74.22K
MidCap Financial Investment CorporationMFIC333$3.36K
Hilton Grand Vacations Inc.HGV334$17.49K
Marathon Petroleum CorporationMPC336$85.91K
Elevance Health Inc.ELV340$131.49K
First Solar, Inc.FSLR341$80.46K
Helmerich & Payne, Inc.HP345$11.3K
Freeport-McMoRan Inc.FCX347$21.82K
Snap-on IncorporatedSNA352$141.65K
PJT Partners Inc.PJT357$53.89K
eBay Inc.EBAY365$40.78K
Lucid Group, Inc.LCID371$2.48K
Unilever PLCUL371$22.3K
Illinois Tool Works Inc.ITW372$100.61K
Roper Technologies, Inc.ROP375$126.9K
Air Products and Chemicals, Inc.APD381$111.83K
Quanta Services, Inc.PWR395$284.42K
Trex Company, Inc.TREX396$19.82K
CoreWeave, Inc. Class A Common StockCRWV400$39.82K