Stock Taper

WERBA RUBIN PAPIER WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HSBC Holdings plcHSBC4.87K$463.01K
Citigroup Inc.C4.68K$655.56K
ConocoPhillipsCOP4.67K$485.08K
Truist Financial CorporationTFC4.4K$219.06K
Dominion Energy, Inc.D4.34K$296.67K
Johnson & JohnsonJNJ4.32K$1.1M
AbbVie Inc.ABBV4.23K$1.06M
Broadcom Inc.AVGO4.09K$1.55M
Cadence Design Systems, Inc.CDNS3.98K$1.49M
Royalty Pharma plcRPRX3.92K$219.81K
Palantir Technologies Inc.PLTR3.92K$456.76K
Bristol-Myers Squibb CompanyBMY3.9K$224.93K
Colgate-Palmolive CompanyCL3.85K$352.51K
The Williams Companies, Inc.WMB3.73K$277.14K
Monster Beverage CorporationMNST3.69K$354.39K
Wells Fargo & CompanyWFC3.63K$300.39K
American Electric Power Company, Inc.AEP3.6K$493.02K
Shell plcSHEL3.45K$267.59K
Keysight Technologies, Inc.KEYS3.42K$1.2M
Altria Group, Inc.MO3.35K$240.77K