Stock Taper 
ASSET PLANNING,INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Walmart Inc. | WMT | 3.92K | $444.34K |
 Robinhood Markets, Inc. | HOOD | 4.27K | $428.2K |
 Chubb Limited | CB | 4.4K | $1.5M |
 California Water Service Group | CWT | 4.5K | $218.93K |
 Johnson & Johnson | JNJ | 4.72K | $1.2M |
 RTX Corporation | RTX | 4.74K | $898.85K |
 Enbridge Inc. | ENB | 4.98K | $270.08K |
 Microsoft Corporation | MSFT | 5.1K | $1.9M |
 Bank of America Corporation | BAC | 5.43K | $309.51K |
 Alphabet Inc. | GOOG | 5.5K | $1.94M |
 NextEra Energy, Inc. | NEE | 6.5K | $570.41K |
 Viking Holdings Ltd | VIK | 6.54K | $684.02K |
 Costco Wholesale Corporation | COST | 6.54K | $6.12M |
 Pfizer Inc. | PFE | 6.74K | $162.18K |
 The Coca-Cola Company | KO | 6.84K | $555.93K |
 CSX Corporation | CSX | 7.08K | $336.44K |
 Joby Aviation, Inc. | JOBY | 7.7K | $68.68K |
 Citigroup Inc. | C | 8.07K | $1.13M |
 Lumen Technologies, Inc. | LUMN | 8.1K | $62.21K |
 TransDigm Group Incorporated | TDG | 8.77K | $11.68M |