Stock Taper

CASSADAY & CO WEALTH MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
FTI Consulting, Inc.FCN1.27K$188.65K
Federal Realty Investment TrustFRT1.25K$154.42K
T. Rowe Price Group, Inc.TROW1.24K$141.32K
Dell Technologies Inc.DELL1.22K$527.13K
Paychex, Inc.PAYX1.22K$119.55K
Iron Mountain IncorporatedIRM1.21K$152.33K
The Kraft Heinz CompanyKHC1.2K$28.27K
Sunoco LPSUN1.2K$80.73K
Cigna CorporationCI1.19K$328.06K
PayPal Holdings, Inc.PYPL1.18K$50.82K
Starwood Property Trust, Inc.STWD1.17K$19.2K
Solstice Advanced Materials Inc.SOLS1.14K$100.92K
GE Vernova Inc.GEV1.13K$1.33M
S&P Global Inc.SPGI1.13K$458.57K
Solventum CorporationSOLV1.09K$84.4K
Valero Energy CorporationVLO1.09K$283.62K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.08K$513.95K
The Kroger Co.KR1.08K$60.03K
Golub Capital BDC, Inc.GBDC1.07K$13.79K
Nucor CorporationNUE1.07K$238.34K