Stock Taper 
KAPSTONE FINANCIAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Seagate Technology Holdings plc | STX | 285 | $275.02K |
 McKesson Corporation | MCK | 329 | $248.59K |
 Eli Lilly and Company | LLY | 351 | $421K |
 Eaton Corporation plc | ETN | 509 | $216.9K |
 Applied Materials, Inc. | AMAT | 540 | $390.42K |
 GE Aerospace | GE | 562 | $210.04K |
 Advanced Micro Devices, Inc. | AMD | 582 | $338.09K |
 Elevance Health Inc. | ELV | 595 | $230.1K |
 Caterpillar Inc. | CAT | 607 | $646.39K |
 Broadcom Inc. | AVGO | 654 | $247.05K |
 Mastercard Incorporated | MA | 677 | $347.71K |
 The PNC Financial Services Group, Inc. | PNC | 816 | $200.92K |
 Union Pacific Corporation | UNP | 930 | $252.96K |
 Valero Energy Corporation | VLO | 1.07K | $278.41K |
 Lowe's Companies, Inc. | LOW | 1.07K | $236.15K |
 McDonald's Corporation | MCD | 1.08K | $291.66K |
 Morgan Stanley | MS | 1.09K | $228.06K |
 FedEx Corporation | FDX | 1.1K | $344.13K |
 International Business Machines Corporation | IBM | 1.11K | $311.86K |