Stock Taper

MOSAIC FAMILY WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ConocoPhillipsCOP2.18K$226.45K
Lam Research CorporationLRCX2.3K$998.17K
Yum! Brands, Inc.YUM2.33K$372.84K
3M CompanyMMM2.36K$381.56K
Iron Mountain IncorporatedIRM2.36K$298.09K
Accenture plcACN2.43K$302.83K
C.H. Robinson Worldwide, Inc.CHRW2.49K$469.72K
Blackstone Inc.BX2.53K$297.54K
Phillips 66PSX2.59K$437.54K
Texas Instruments IncorporatedTXN2.62K$781.18K
Valero Energy CorporationVLO2.69K$700.61K
Aflac IncorporatedAFL2.69K$315.56K
Diageo plcDEO2.7K$216.95K
Intercontinental Exchange, Inc.ICE2.86K$352.46K
American Electric Power Company, Inc.AEP2.9K$396.11K
Danaher CorporationDHR2.9K$553.36K
Honeywell International Inc.HON2.96K$662.08K
Synchrony FinancialSYF2.96K$225.26K
Amgen Inc.AMGN2.98K$1.08M
Targa Resources Corp.TRGP3K$805.53K