Stock Taper 
CASSADAY & CO WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ares Capital Corporation | ARCC | 5.4K | $100.11K |
 UnitedHealth Group Incorporated | UNH | 5.4K | $2.24M |
 Eli Lilly and Company | LLY | 5.37K | $6.44M |
 The Carlyle Group Inc. | CG | 5.36K | $225.84K |
 Fortinet, Inc. | FTNT | 5.27K | $809.58K |
 Comstock Resources, Inc. | CRK | 5.14K | $76.69K |
 The Sherwin-Williams Company | SHW | 5.14K | $1.77M |
 Advanced Micro Devices, Inc. | AMD | 5.13K | $2.98M |
 W. R. Berkley Corporation | WRB | 5.13K | $361.49K |
 GE Aerospace | GE | 5.03K | $1.88M |
 Arista Networks, Inc. | ANET | 5.02K | $853.14K |
 Marriott Vacations Worldwide Corporation | VAC | 4.99K | $508.69K |
 Newmont Corporation | NEM | 4.99K | $466.07K |
 The Boeing Company | BA | 4.98K | $1.08M |
 Blackstone Inc. | BX | 4.93K | $579.6K |
 United Bankshares, Inc. | UBSI | 4.92K | $225.67K |
 American Electric Power Company, Inc. | AEP | 4.83K | $660.66K |
 ServiceNow, Inc. | NOW | 4.83K | $479.32K |
 ConocoPhillips | COP | 4.83K | $501.92K |
 3M Company | MMM | 4.82K | $780.51K |