Stock Taper 
COORDINATED FINANCIAL SERVICES, INC.
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 428 | $303.45K |
 Lockheed Martin Corporation | LMT | 465 | $280.77K |
 Eli Lilly and Company | LLY | 509 | $468.25K |
 The Goldman Sachs Group, Inc. | GS | 536 | $453.26K |
 Wells Fargo & Company | WFC-PL | 720 | $832.11K |
 Bank of America Corporation | BAC-PL | 1.05K | $1.25M |
 Vertiv Holdings Co | VRT | 1.1K | $275.64K |
 AbbVie Inc. | ABBV | 1.15K | $249.92K |
 AstraZeneca PLC | AZN | 1.2K | $236.07K |
 Costco Wholesale Corporation | COST | 1.33K | $1.32M |
 Waste Management, Inc. | WM | 1.39K | $319.07K |
 Oracle Corporation | ORCL | 1.51K | $221.79K |
 Diamondback Energy, Inc. | FANG | 1.53K | $302.26K |
 Alphabet Inc. | GOOG | 1.56K | $447.02K |
 Stryker Corporation | SYK | 1.85K | $606.77K |
 The Boeing Company | BA | 1.95K | $387.11K |
 Dell Technologies Inc. | DELL | 2K | $328.59K |
 Meta Platforms, Inc. | META | 2.03K | $1.16M |
 Honeywell International Inc. | HON | 2.19K | $496.02K |
 Morgan Stanley | MS | 2.31K | $379.27K |