Stock Taper

MILESTONE ASSET MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Salesforce, Inc.CRM4.54K$711.64K
Lam Research CorporationLRCX4.69K$2.03M
Intel Corp.INTC4.76K$665.47K
RTX CorporationRTX4.8K$910.58K
American Express CompanyAXP4.89K$1.65M
Adobe Inc.ADBE4.98K$1.02M
Waste Management, Inc.WM5.11K$1.14M
United Bankshares, Inc.UBSI5.35K$245.33K
Main Street Capital CorporationMAIN5.38K$279.06K
Marriott International, Inc.MAR5.47K$2.03M
Caterpillar Inc.CAT5.93K$6.32M
Chevron CorporationCVX6.34K$1.05M
Eli Lilly and CompanyLLY6.42K$7.7M
Cardinal Health, Inc.CAH6.46K$1.54M
QUALCOMM IncorporatedQCOM6.48K$1.2M
Alibaba Group Holding LimitedBABA6.53K$626.94K
Advanced Micro Devices, Inc.AMD6.95K$4.04M
AbbVie Inc.ABBV6.98K$1.76M
Costco Wholesale CorporationCOST7.03K$6.58M
Quanta Services, Inc.PWR7.09K$5.11M