Stock Taper 
ATLANTIC FAMILY WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 292 | $310.95K |
 Meta Platforms, Inc. | META | 397 | $223.63K |
 Microsoft Corporation | MSFT | 643 | $239.94K |
 Tesla, Inc. | TSLA | 652 | $274.23K |
 Assurant, Inc. | AIZ | 815 | $218.85K |
 Alphabet Inc. | GOOG | 987 | $348.74K |
 DaVita Inc. | DVA | 1.07K | $237.83K |
 CME Group Inc. | CME | 1.16K | $257.05K |
 Philip Morris International Inc. | PM | 1.34K | $242.06K |
 American Tower Corporation | AMT | 1.63K | $265.96K |
 AbbVie Inc. | ABBV | 1.64K | $413.43K |
 The PNC Financial Services Group, Inc. | PNC | 1.79K | $440.73K |
 Duke Energy Corporation | DUK | 1.98K | $250.75K |
 PepsiCo, Inc. | PEP | 2.27K | $307.63K |
 Chevron Corporation | CVX | 2.35K | $390.37K |
 WEC Energy Group, Inc. | WEC | 2.38K | $278.26K |
 Prologis, Inc. | PLD | 2.4K | $325.81K |
 Medtronic plc | MDT | 3.04K | $238.13K |
 Berkshire Hathaway Inc. | BRK-B | 3.16K | $1.58M |
 National Grid plc | NGG | 3.32K | $274.96K |