Stock Taper 
MILESTONE ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 6.42K | $7.7M |
 Chevron Corporation | CVX | 6.34K | $1.05M |
 Caterpillar Inc. | CAT | 5.93K | $6.32M |
 Marriott International, Inc. | MAR | 5.47K | $2.03M |
 Main Street Capital Corporation | MAIN | 5.38K | $279.06K |
 United Bankshares, Inc. | UBSI | 5.35K | $245.33K |
 Waste Management, Inc. | WM | 5.11K | $1.14M |
 Adobe Inc. | ADBE | 4.98K | $1.02M |
 American Express Company | AXP | 4.89K | $1.65M |
 RTX Corporation | RTX | 4.8K | $910.58K |
 Intel Corp. | INTC | 4.76K | $665.47K |
 Lam Research Corporation | LRCX | 4.69K | $2.03M |
 Salesforce, Inc. | CRM | 4.54K | $711.64K |
 CrowdStrike Holdings, Inc. | CRWD | 3.96K | $755.34K |
 Consolidated Edison, Inc. | ED | 3.94K | $435.77K |
 Stantec Inc. | STN | 3.76K | $258.96K |
 Jabil Inc. | JBL | 3.33K | $1.28M |
 Teradyne, Inc. | TER | 3.21K | $1.55M |
 The TJX Companies, Inc. | TJX | 3.1K | $469.65K |
 Marvell Technology, Inc. | MRVL | 3.1K | $922.71K |