Stock Taper

COPIA WEALTH MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOG369$130.38K
Welltower Inc.WELL369$83.75K
Lowe's Companies, Inc.LOW375$82.68K
Emerson Electric Co.EMR393$56.26K
Capital One Financial CorporationCOF403$80.85K
Digital Realty Trust, Inc.DLR421$75.6K
The Procter & Gamble CompanyPG427$62.62K
Quanta Services, Inc.PWR440$316.82K
AbbVie Inc.ABBV448$112.73K
The Williams Companies, Inc.WMB456$33.9K
Berkshire Hathaway Inc.BRK-B497$248.69K
Independence Realty Trust, Inc.IRT520$8.68K
Costco Wholesale CorporationCOST563$526.67K
JPMorgan Chase & Co.JPM570$186.58K
NextEra Energy, Inc.NEE584$51.29K
Chevron CorporationCVX591$98.04K
Netflix, Inc.NFLX631$45.05K
Marathon Petroleum CorporationMPC651$166.44K
Palantir Technologies Inc.PLTR662$77.24K
Itron, Inc.ITRI741$64.12K