Stock Taper 
PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 39 | $36.48K |
 American Tower Corporation | AMT | 39 | $6.38K |
 Marsh & McLennan Companies, Inc. | MRSH | 39 | $6.5K |
 TechnipFMC plc | FTI | 38 | $2.52K |
 Amrize Ltd | AMRZ | 38 | $2.02K |
 Caterpillar Inc. | CAT | 38 | $40.47K |
 American Homes 4 Rent | AMH | 38 | $1.27K |
 Apollo Global Management, Inc. | APO | 38 | $4.5K |
 EQT Corporation | EQT | 38 | $2.02K |
 Rollins, Inc. | ROL | 37 | $1.54K |
 Valero Energy Corporation | VLO | 37 | $9.64K |
 Block, Inc. | XYZ | 36 | $2.74K |
 WaFd, Inc. | WAFD | 36 | $1.38K |
 Lazard Inc | LAZ | 36 | $1.51K |
 Edison International | EIX | 36 | $2.68K |
 The Goldman Sachs Group, Inc. | GS | 36 | $36.41K |
 Kimco Realty Corporation | KIM | 36 | $913 |
 Ryan Specialty Holdings, Inc. | RYAN | 36 | $1.36K |
 Interactive Brokers Group, Inc. | IBKR | 35 | $3.05K |
 PACCAR Inc | PCAR | 35 | $4.2K |