Stock Taper 
CASSADAY & CO WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dominion Energy, Inc. | D | 29.05K | $1.98M |
 Merck & Co., Inc. | MRK | 28.76K | $3.7M |
 Alphabet Inc. | GOOGL | 28.44K | $10.16M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 28.4K | $1.42M |
 Bank of America Corporation | BAC | 28.07K | $1.6M |
 McDonald's Corporation | MCD | 27.37K | $7.4M |
 Cisco Systems, Inc. | CSCO | 25.64K | $3.01M |
 Walmart Inc. | WMT | 23.46K | $2.66M |
 AbbVie Inc. | ABBV | 20.82K | $5.24M |
 Oxford Industries, Inc. | OXM | 20.09K | $700.71K |
 JPMorgan Chase & Co. | JPM | 19.8K | $6.48M |
 Host Hotels & Resorts, Inc. | HST | 19.65K | $465.83K |
 ONEOK, Inc. | OKE | 19.47K | $1.69M |
 Yum! Brands, Inc. | YUM | 19.05K | $3.04M |
 Palantir Technologies Inc. | PLTR | 18.49K | $2.16M |
 Energy Transfer LP | ET | 18.33K | $350.47K |
 Gladstone Capital Corporation | GLAD | 17.51K | $339.99K |
 Yum China Holdings, Inc. | YUMC | 17.11K | $699.12K |
 Chevron Corporation | CVX | 16.74K | $2.77M |
 The Procter & Gamble Company | PG | 16.61K | $2.44M |