Stock Taper

CPA ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lloyds Banking Group plcLYG23.18K$135.17K
Apple Inc.AAPL15.9K$4.6M
McDonald's CorporationMCD9.97K$2.69M
Caterpillar Inc.CAT9.47K$10.08M
NextEra Energy, Inc.NEE9.39K$823.78K
Johnson & JohnsonJNJ8.13K$2.07M
BP p.l.c.BP7.8K$288.06K
JPMorgan Chase & Co.JPM7.56K$2.47M
Berkshire Hathaway Inc.BRK-B6.33K$3.17M
NVIDIA CorporationNVDA6.04K$1.21M
Ecolab Inc.ECL5.92K$1.65M
Danaher CorporationDHR5.58K$1.06M
Carrier Global CorporationCARR5.57K$408.41K
Cisco Systems, Inc.CSCO5.33K$626.65K
Amazon.com, Inc.AMZN5.33K$1.27M
RTX CorporationRTX5.22K$990.01K
UDR, Inc.UDR5.07K$202.44K
Freeport-McMoRan Inc.FCX5K$314.26K
The Procter & Gamble CompanyPG4.91K$719.27K
Intel Corp.INTC4.9K$684.19K