Stock Taper 
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hewlett Packard Enterprise Company | HPE | 179 | $8.07K |
 Honeywell International Inc. | HON | 182 | $40.75K |
 Lam Research Corporation | LRCX | 193 | $83.63K |
 Realty Income Corporation | O | 200 | $12.39K |
 American Tower Corporation | AMT | 202 | $33.04K |
 Stryker Corporation | SYK | 215 | $67.72K |
 Brown-Forman Corporation | BF-B | 220 | $5.86K |
 EQT Corporation | EQT | 221 | $11.75K |
 Truist Financial Corporation | TFC | 226 | $11.24K |
 Synchrony Financial | SYF | 231 | $17.55K |
 Booking Holdings Inc. | BKNG | 250 | $44.56K |
 Costco Wholesale Corporation | COST | 259 | $242.29K |
 Valero Energy Corporation | VLO | 261 | $68.04K |
 International Business Machines Corporation | IBM | 273 | $76.89K |
 Bristol-Myers Squibb Company | BMY | 275 | $15.84K |
 Texas Instruments Incorporated | TXN | 280 | $83.33K |
 Warner Bros. Discovery, Inc. | WBD | 283 | $7.54K |
 Capital One Financial Corporation | COF | 286 | $57.38K |
 Citigroup Inc. | C | 299 | $41.86K |
 MetLife, Inc. | MET | 302 | $25.55K |