Stock Taper

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
S&P Global Inc.SPGI43$17.51K
PTC Inc.PTC42$4.77K
Tapestry, Inc.TPR41$6K
Cadence Design Systems, Inc.CDNS39$14.64K
TE Connectivity plcTEL39$7.86K
Brookfield Asset Management Ltd.BAM39$1.75K
FedEx CorporationFDX37$11.59K
Hilton Worldwide Holdings Inc.HLT37$12.23K
NRG Energy, Inc.NRG36$5.28K
HCA Healthcare, Inc.HCA35$13.65K
NetApp, Inc.NTAP34$5.28K
IDEXX Laboratories, Inc.IDXX34$17.9K
Royal Caribbean Cruises Ltd.RCL34$10.8K
Automatic Data Processing, Inc.ADP34$7.62K
AMETEK, Inc.AME34$8.23K
Marriott International, Inc.MAR33$12.23K
Trane Technologies plcTT30$14.73K
Palo Alto Networks, Inc.PANW30$10.23K
Seagate Technology Holdings plcSTX30$28.95K
Pentair plcPNR29$2.23K