Stock Taper

KAPSTONE FINANCIAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cardinal Health, Inc.CAH5.72K$1.36M
Verizon Communications Inc.VZ5.8K$245.61K
Bristol-Myers Squibb CompanyBMY5.98K$344.42K
Enterprise Products Partners L.P.EPD6.06K$222.77K
Berkshire Hathaway Inc.BRK-B6.09K$3.05M
Fifth Third BancorpFITB6.15K$346.45K
Paychex, Inc.PAYX6.64K$653.4K
Duke Energy CorporationDUK7.34K$928.97K
Philip Morris International Inc.PM7.79K$1.41M
Firefly Aerospace Inc.FLY8.02K$235.67K
Meta Platforms, Inc.META8.11K$4.57M
Johnson & JohnsonJNJ8.36K$2.12M
Merck & Co., Inc.MRK8.97K$1.15M
Amazon.com, Inc.AMZN9.14K$2.18M
Alphabet Inc.GOOG9.31K$3.29M
JPMorgan Chase & Co.JPM9.46K$3.1M
Bank of America CorporationBAC10.45K$595.55K
Microsoft CorporationMSFT12.06K$4.5M
Uber Technologies, Inc.UBER13.04K$940.89K
The Coca-Cola CompanyKO13.97K$1.14M