Stock Taper 
CASSADAY & CO WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Viking Therapeutics, Inc. | VKTX | 2.17K | $84.81K |
 Middlesex Water Company | MSEX | 2.19K | $122.82K |
 Caterpillar Inc. | CAT | 2.21K | $2.35M |
 Main Street Capital Corporation | MAIN | 2.23K | $115.43K |
 QuantumScape Corporation | QS | 2.23K | $16.88K |
 Medtronic plc | MDT | 2.25K | $176.17K |
 Constellation Energy Corporation | CEG | 2.26K | $562.37K |
 Adobe Inc. | ADBE | 2.27K | $466.25K |
 Uber Technologies, Inc. | UBER | 2.3K | $165.97K |
 Oklo Inc. | OKLO | 2.32K | $121.51K |
 T-Mobile US, Inc. | TMUS | 2.34K | $392.32K |
 Automatic Data Processing, Inc. | ADP | 2.34K | $523.75K |
 Fastenal Company | FAST | 2.36K | $113.23K |
 Lowe's Companies, Inc. | LOW | 2.37K | $522.15K |
 American Healthcare REIT, Inc. | AHR | 2.37K | $123.65K |
 Globe Life Inc. | GL | 2.4K | $428.83K |
 The Gorman-Rupp Company | GRC | 2.42K | $221.55K |
 Xcel Energy Inc. | XEL | 2.42K | $194.49K |
 Gaming and Leisure Properties, Inc. | GLPI | 2.44K | $108.74K |
 BP p.l.c. | BP | 2.44K | $90.34K |