Stock Taper 
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RTX Corporation | RTX | 1.22K | $230.52K |
 Wells Fargo & Company | WFC | 1.21K | $99.85K |
 Broadcom Inc. | AVGO | 1.13K | $426.48K |
 Berkshire Hathaway Inc. | BRK-B | 1.09K | $544.49K |
 Caterpillar Inc. | CAT | 1.02K | $1.09M |
 CSX Corporation | CSX | 1.01K | $47.86K |
 Alliant Energy Corporation | LNT | 1K | $76.6K |
 QXO, Inc. | QXO | 1K | $17.28K |
 Evergy, Inc. | EVRG | 976 | $84.36K |
 Arthur J. Gallagher & Co. | AJG | 942 | $216.25K |
 The Progressive Corporation | PGR | 930 | $203.09K |
 Kinder Morgan, Inc. | KMI | 927 | $29.65K |
 Constellation Energy Corporation | CEG | 918 | $228K |
 The Coca-Cola Company | KO | 907 | $73.71K |
 American Express Company | AXP | 877 | $296.7K |
 Johnson & Johnson | JNJ | 865 | $219.69K |
 American International Group, Inc. | AIG | 815 | $60.74K |
 The Travelers Companies, Inc. | TRV | 790 | $260.8K |
 Carrier Global Corporation | CARR | 789 | $57.87K |
 Danaher Corporation | DHR | 786 | $149.72K |