Stock Taper 
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ServiceNow, Inc. | NOW | 2K | $209.1K |
 Seagate Technology Holdings plc | STX | 1.91K | $749.44K |
 The PNC Financial Services Group, Inc. | PNC | 1.3K | $270.1K |
 JPMorgan Chase & Co. | JPM | 1.06K | $310.63K |
 Caterpillar Inc. | CAT | 1.05K | $747.43K |
 International Business Machines Corporation | IBM | 1K | $242.63K |
 Hubbell Incorporated | HUBB | 966 | $474.06K |
 American Express Company | AXP | 906 | $274.05K |
 Costco Wholesale Corporation | COST | 665 | $662.63K |
 Meta Platforms, Inc. | META | 408 | $233.43K |
 GE Vernova Inc. | GEV | 382 | $333.45K |
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.15M |