Stock Taper 
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Yum! Brands, Inc. | YUM | 49 | $7.83K |
 Quest Diagnostics Incorporated | DGX | 50 | $10.6K |
 Emerson Electric Co. | EMR | 51 | $7.3K |
 United Airlines Holdings, Inc. | UAL | 53 | $7.21K |
 Ross Stores, Inc. | ROST | 53 | $11.28K |
 News Corporation | NWSA | 53 | $1.32K |
 Intuitive Surgical, Inc. | ISRG | 54 | $21.48K |
 Ventas, Inc. | VTR | 57 | $5.1K |
 RB Global, Inc. | RBA | 60 | $6.99K |
 Lumentum Holdings Inc. | LITE | 60 | $51.48K |
 Aflac Incorporated | AFL | 61 | $7.15K |
 NiSource Inc | NI | 64 | $3.06K |
 Northrop Grumman Corporation | NOC | 69 | $35.14K |
 Entergy Corporation | ETR | 69 | $7.98K |
 Citizens Financial Group, Inc. | CFG | 69 | $4.81K |
 Duke Energy Corporation | DUK | 70 | $8.86K |
 Dell Technologies Inc. | DELL | 70 | $30.33K |
 GE HealthCare Technologies Inc. | GEHC | 71 | $4.54K |
 Welltower Inc. | WELL | 73 | $16.57K |
 Cintas Corporation | CTAS | 77 | $13.12K |