Stock Taper 
QTR FAMILY WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Walt Disney Company | DIS | 2.9K | $279.31K |
 Morgan Stanley | MS | 2.9K | $606.39K |
 Valero Energy Corporation | VLO | 2.8K | $729.34K |
 Dollar General Corporation | DG | 2.76K | $317.7K |
 Johnson Controls International plc | JCI | 2.75K | $402.53K |
 Ventas, Inc. | VTR | 2.75K | $244.64K |
 Archer-Daniels-Midland Company | ADM | 2.68K | $204.56K |
 Welltower Inc. | WELL | 2.58K | $585.5K |
 International Business Machines Corporation | IBM | 2.54K | $714.5K |
 Starbucks Corporation | SBUX | 2.53K | $258.51K |
 CrowdStrike Holdings, Inc. | CRWD | 2.49K | $1.9M |
 The Progressive Corporation | PGR | 2.46K | $538.51K |
 GE Aerospace | GE | 2.45K | $915.75K |
 Lennar Corporation | LEN | 2.44K | $220.31K |
 GoDaddy Inc. | GDDY | 2.43K | $206.34K |
 DTE Energy Company | DTE | 2.38K | $362.03K |
 FedEx Corporation | FDX | 2.37K | $742.63K |
 Amphenol Corporation | APH | 2.34K | $412.59K |
 UnitedHealth Group Incorporated | UNH | 2.33K | $969.41K |
 Capital One Financial Corporation | COF | 2.32K | $464.87K |