Stock Taper

ONE WEALTH CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McCormick & Company, IncorporatedMKC6.43K$324.1K
Block, Inc.XYZ6.05K$459.88K
Bank of America CorporationBAC5.93K$338.12K
Xcel Energy Inc.XEL5.68K$455.86K
Range Resources CorporationRRC5.67K$210.79K
Cisco Systems, Inc.CSCO5.57K$654.61K
CSX CorporationCSX5.51K$261.8K
Microchip Technology IncorporatedMCHP5.43K$495.22K
Uber Technologies, Inc.UBER5.37K$387.14K
Novartis AGNVS5.24K$820.9K
Centene Corp.CNC5.11K$327.75K
Karman Holdings Inc.KRMN4.93K$245.91K
Freeport-McMoRan Inc.FCX4.85K$305.02K
Expeditors International of Washington, Inc.EXPD4.84K$789.31K
Rubrik, Inc.RBRK4.75K$381.01K
Edwards Lifesciences CorporationEW4.66K$421.9K
Merck & Co., Inc.MRK4.63K$595.08K
Equity LifeStyle Properties, Inc.ELS4.53K$291.76K
Capital One Financial CorporationCOF4.33K$869.49K
Halozyme Therapeutics, Inc.HALO4.31K$337.19K