Stock Taper 
MODERN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 7 | $5.24M |
 Casey's General Stores, Inc. | CASY | 255 | $202.95K |
 United Rentals, Inc. | URI | 301 | $341.42K |
 Lumentum Holdings Inc. | LITE | 314 | $269.3K |
 Equinix, Inc. | EQIX | 322 | $336.22K |
 Comfort Systems USA, Inc. | FIX | 334 | $662.37K |
 Elbit Systems Ltd. | ESLT | 338 | $256.45K |
 Mettler-Toledo International Inc. | MTD | 341 | $435.63K |
 Sandisk Corporation | SNDK | 342 | $778.31K |
 RBC Bearings Incorporated | RBC | 360 | $231.86K |
 Rockwell Automation, Inc. | ROK | 409 | $202.49K |
 Argan, Inc. | AGX | 468 | $373.73K |
 Teradyne, Inc. | TER | 494 | $239.05K |
 IDEXX Laboratories, Inc. | IDXX | 511 | $269.01K |
 Teledyne Technologies Incorporated | TDY | 542 | $361.46K |
 Medpace Holdings, Inc. | MEDP | 552 | $292.33K |
 Moody's Corporation | MCO | 568 | $256.91K |
 Watts Water Technologies, Inc. | WTS | 581 | $227.43K |
 EMCOR Group, Inc. | EME | 587 | $486.8K |
 Roper Technologies, Inc. | ROP | 606 | $205.14K |