Stock Taper

KAPSTONE FINANCIAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Express CompanyAXP1.57K$531.73K
The Goldman Sachs Group, Inc.GS1.53K$1.55M
The Progressive CorporationPGR1.51K$330.95K
Lockheed Martin CorporationLMT1.47K$746.87K
The Boeing CompanyBA1.45K$313.23K
Oracle CorporationORCL1.37K$200.77K
Nucor CorporationNUE1.29K$287.35K
Axon Enterprise, Inc.AXON1.28K$719.26K
Intuitive Surgical, Inc.ISRG1.23K$489.15K
Cummins Inc.CMI1.22K$871.21K
AstraZeneca PLCAZN1.18K$224.51K
Martin Marietta Materials, Inc.MLM1.16K$668.39K
Costco Wholesale CorporationCOST1.12K$1.05M
International Business Machines CorporationIBM1.11K$311.86K
FedEx CorporationFDX1.1K$344.13K
Morgan StanleyMS1.09K$228.06K
McDonald's CorporationMCD1.08K$291.66K
Lowe's Companies, Inc.LOW1.07K$236.15K
Valero Energy CorporationVLO1.07K$278.41K
Union Pacific CorporationUNP930$252.96K