Stock Taper

ROI FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX4.39K$728.27K
Cheniere Energy, Inc.LNG4.63K$1.11M
Arm Holdings plc American Depositary SharesARM5.18K$1.84M
Berkshire Hathaway Inc.BRK-B5.24K$2.62M
Dutch Bros Inc.BROS6.37K$457.36K
Altria Group, Inc.MO7.04K$506.46K
Exxon Mobil CorporationXOM7.9K$1.08M
Costco Wholesale CorporationCOST8.62K$8.06M
The Kroger Co.KR9.11K$505.73K
Eli Lilly and CompanyLLY9.52K$11.42M
The Procter & Gamble CompanyPG9.99K$1.47M
Mastercard IncorporatedMA10.13K$5.2M
Arista Networks, Inc.ANET10.81K$1.84M
JPMorgan Chase & Co.JPM11.06K$3.62M
Nordic American Tankers LimitedNAT11.24K$62.26K
Coca-Cola Consolidated, Inc.COKE11.51K$2.2M
International Business Machines CorporationIBM12.21K$3.43M
American Superconductor CorporationAMSC12.84K$533.07K
The Home Depot, Inc.HD12.9K$4.55M
Duke Energy CorporationDUK14.08K$1.78M