Stock Taper 
AVISO WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morgan Stanley | MS | 1.31K | $273.04K |
 Waste Management, Inc. | WM | 1.3K | $290.13K |
 Caterpillar Inc. | CAT | 1.16K | $1.24M |
 Northrop Grumman Corporation | NOC | 1.16K | $593.33K |
 Old Dominion Freight Line, Inc. | ODFL | 1.11K | $241.16K |
 Welltower Inc. | WELL | 1.11K | $252.46K |
 United Rentals, Inc. | URI | 1.09K | $1.23M |
 Lowe's Companies, Inc. | LOW | 994 | $219.35K |
 Linde plc | LIN | 982 | $509.86K |
 Stryker Corporation | SYK | 842 | $265.1K |
 Lam Research Corporation | LRCX | 758 | $328.46K |
 American Express Company | AXP | 736 | $248.98K |
 GE Vernova Inc. | GEV | 675 | $793.52K |
 Ciena Corporation | CIEN | 600 | $294.34K |
 Regeneron Pharmaceuticals, Inc. | REGN | 442 | $275.61K |