Stock Taper 
PINE HARBOR WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 McDonald's Corporation | MCD | 1.18K | $317.52K |
 Broadcom Inc. | AVGO | 964 | $364K |
 Air Products and Chemicals, Inc. | APD | 894 | $262.01K |
 Rockwell Automation, Inc. | ROK | 860 | $425.77K |
 Costco Wholesale Corporation | COST | 725 | $677.76K |
 American Express Company | AXP | 720 | $243.54K |
 The Goldman Sachs Group, Inc. | GS | 597 | $603.79K |
 GE Aerospace | GE | 551 | $205.78K |
 Linde plc | LIN | 457 | $237.06K |
 Caterpillar Inc. | CAT | 436 | $464.29K |
 Quanta Services, Inc. | PWR | 322 | $231.85K |
 Deere & Company | DE | 318 | $201.47K |
 Berkshire Hathaway Inc. | BRK-A | 6 | $4.49M |