Stock Taper

TRADEMARK FINANCIAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT4.42K$1.65M
Amazon.com, Inc.AMZN4.01K$956.22K
NVIDIA CorporationNVDA3.45K$689.51K
Exxon Mobil CorporationXOM2.76K$377.89K
Apple Inc.AAPL2.44K$706.63K
Rockwell Automation, Inc.ROK768$380.22K
Costco Wholesale CorporationCOST766$717K
Berkshire Hathaway Inc.BRK-B434$217.17K
Caterpillar Inc.CAT219$233.21K