Stock Taper 
COORDINATED FINANCIAL SERVICES, INC.
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 4.05K | $1.23M |
 Microsoft Corporation | MSFT | 4.17K | $1.55M |
 The Kroger Co. | KR | 4.32K | $312.58K |
 United Parcel Service, Inc. | UPS | 4.38K | $431.09K |
 Exxon Mobil Corporation | XOM | 4.55K | $771.24K |
 Blackstone Inc. | BX | 5.45K | $627.15K |
 MP Materials Corp. | MP | 5.84K | $282.08K |
 Kinder Morgan, Inc. | KMI | 7.82K | $262.2K |
 Amazon.com, Inc. | AMZN | 8.63K | $1.8M |
 Keurig Dr Pepper Inc. | KDP | 9.12K | $240.03K |
| WR WHITESTONE REIT | WSR | 11.62K | $187.73K |
 NVIDIA Corporation | NVDA | 13.12K | $2.29M |
 Walmart Inc. | WMT | 14.62K | $1.82M |
 Pfizer Inc. | PFE | 15.55K | $436.74K |
 SoFi Technologies, Inc. | SOFI | 19.1K | $303.31K |
 Snap Inc. | SNAP | 23.15K | $106.49K |