Stock Taper 
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.15M |
 GE Vernova Inc. | GEV | 382 | $333.45K |
 Meta Platforms, Inc. | META | 408 | $233.43K |
 Costco Wholesale Corporation | COST | 665 | $662.63K |
 American Express Company | AXP | 906 | $274.05K |
 Hubbell Incorporated | HUBB | 966 | $474.06K |
 International Business Machines Corporation | IBM | 1K | $242.63K |
 Caterpillar Inc. | CAT | 1.05K | $747.43K |
 JPMorgan Chase & Co. | JPM | 1.06K | $310.63K |
 The PNC Financial Services Group, Inc. | PNC | 1.3K | $270.1K |
 Seagate Technology Holdings plc | STX | 1.91K | $749.44K |
 ServiceNow, Inc. | NOW | 2K | $209.1K |
 GE Aerospace | GE | 2.01K | $570.09K |
 Walmart Inc. | WMT | 2.16K | $268.44K |
 Microsoft Corporation | MSFT | 2.35K | $868.42K |
 The Clorox Company | CLX | 2.62K | $271.62K |
 Abbott Laboratories | ABT | 2.76K | $283.68K |
 Amazon.com, Inc. | AMZN | 3.01K | $626.68K |
 AbbVie Inc. | ABBV | 3.36K | $730.98K |
 Johnson & Johnson | JNJ | 3.85K | $941.58K |