Stock Taper 
PARTNERS IN FINANCIAL PLANNING
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Truist Financial Corporation | TFC | 17.1K | $851.73K |
 CSX Corporation | CSX | 15.82K | $751.73K |
 Exxon Mobil Corporation | XOM | 12.62K | $1.73M |
 UDR, Inc. | UDR | 12.37K | $493.73K |
 Carter Bankshares, Inc. | CARE | 12.3K | $418.29K |
 Edwards Lifesciences Corporation | EW | 11.58K | $1.05M |
 Norfolk Southern Corporation | NSC | 9.38K | $2.95M |
 Pfizer Inc. | PFE | 8.6K | $207.19K |
 NIKE, Inc. | NKE | 7.98K | $327.41K |
 Chevron Corporation | CVX | 7.63K | $1.27M |
 Steel Dynamics, Inc. | STLD | 6.41K | $1.47M |
 Walmart Inc. | WMT | 6.38K | $722.26K |
 Atlantic Union Bankshares Corporation | AUB | 6.26K | $264.95K |
 Apple Inc. | AAPL | 5.92K | $1.71M |
 CVS Health Corp. | CVS | 5.89K | $609.11K |
 Amazon.com, Inc. | AMZN | 5.67K | $1.35M |
 Ferguson plc | FERG | 5.03K | $1.19M |
 The Procter & Gamble Company | PG | 4.11K | $602.08K |
 Philip Morris International Inc. | PM | 4.07K | $735.58K |
 The Williams Companies, Inc. | WMB | 4.04K | $300.7K |