Stock Taper

ROI FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
JPMorgan Chase & Co.JPM11.06K$3.62M
Arista Networks, Inc.ANET10.81K$1.84M
Mastercard IncorporatedMA10.13K$5.2M
The Procter & Gamble CompanyPG9.99K$1.47M
Eli Lilly and CompanyLLY9.52K$11.42M
The Kroger Co.KR9.11K$505.73K
Costco Wholesale CorporationCOST8.62K$8.06M
Exxon Mobil CorporationXOM7.9K$1.08M
Altria Group, Inc.MO7.04K$506.46K
Dutch Bros Inc.BROS6.37K$457.36K
Berkshire Hathaway Inc.BRK-B5.24K$2.62M
Arm Holdings plc American Depositary SharesARM5.18K$1.84M
Cheniere Energy, Inc.LNG4.63K$1.11M
Chevron CorporationCVX4.39K$728.27K
Automatic Data Processing, Inc.ADP4.07K$912.11K
Tesla, Inc.TSLA3.93K$1.65M
Caterpillar Inc.CAT2.39K$2.55M
Oracle CorporationORCL2.14K$313.35K
Lockheed Martin CorporationLMT2.04K$1.04M
Meta Platforms, Inc.META1.98K$1.12M