Stock Taper 
BENNETT ASSOCIATES WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 291 | $272.22K |
 BlackRock, Inc. | BLK | 426 | $409.62K |
 Linde plc | LIN | 525 | $272.44K |
 GE Vernova Inc. | GEV | 549 | $645K |
 The Home Depot, Inc. | HD | 669 | $235.94K |
 Caterpillar Inc. | CAT | 756 | $805.06K |
 Eli Lilly and Company | LLY | 803 | $963.14K |
 Analog Devices, Inc. | ADI | 847 | $336.4K |
 Intuit Inc. | INTU | 847 | $221.07K |
 Meta Platforms, Inc. | META | 892 | $502.45K |
 UnitedHealth Group Incorporated | UNH | 948 | $394.02K |
 General Dynamics Corporation | GD | 1.05K | $373.01K |
 Visa Inc. | V | 1.18K | $403.47K |
 Welltower Inc. | WELL | 1.2K | $273.05K |
 FactSet Research Systems Inc. | FDS | 1.31K | $300.48K |
 Berkshire Hathaway Inc. | BRK-B | 1.31K | $657.01K |
 Texas Instruments Incorporated | TXN | 1.41K | $421.47K |
 Broadcom Inc. | AVGO | 1.64K | $619.13K |
 Broadridge Financial Solutions, Inc. | BR | 1.8K | $246.65K |
 JPMorgan Chase & Co. | JPM | 2.47K | $807.85K |