Stock Taper 
ONEASCENT FAMILY OFFICE, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shopify Inc. | SHOP | 2.12K | $241.6K |
 STERIS plc | STE | 2.12K | $447.04K |
 CVS Health Corp. | CVS | 2.15K | $222.11K |
 Prologis, Inc. | PLD | 2.16K | $292.34K |
 Fortinet, Inc. | FTNT | 2.19K | $337.2K |
 NetEase, Inc. | NTES | 2.22K | $283.96K |
 Canadian Imperial Bank of Commerce | CM | 2.22K | $255.53K |
 Illinois Tool Works Inc. | ITW | 2.25K | $608.45K |
 UnitedHealth Group Incorporated | UNH | 2.26K | $940.15K |
 Palantir Technologies Inc. | PLTR | 2.28K | $265.89K |
 Advanced Micro Devices, Inc. | AMD | 2.31K | $1.34M |
 Lam Research Corporation | LRCX | 2.38K | $1.03M |
 Mastercard Incorporated | MA | 2.41K | $1.24M |
 Marsh & McLennan Companies, Inc. | MRSH | 2.43K | $405.36K |
 ConocoPhillips | COP | 2.45K | $254.77K |
 PepsiCo, Inc. | PEP | 2.46K | $332.79K |
 The TJX Companies, Inc. | TJX | 2.46K | $372.69K |
 Morgan Stanley | MS | 2.47K | $515.61K |
 Abbott Laboratories | ABT | 2.48K | $224.82K |
 Berkshire Hathaway Inc. | BRK-B | 2.55K | $1.27M |