CIK 1767580
Advisor OS, LLC
Institutional 13F holdings & portfolio
Holdings
489
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSCI | MSCI INC | 210 | $100K–$500K | SH |
| IEFA | ISHARES TR | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 669 | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SLB | SLB LIMITED | 3K | $100K–$500K | SH |
| F | FORD MTR CO | 9K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 293 | $100K–$500K | SH |
| AMGN | AMGEN INC | 344 | $100K–$500K | SH |
| CVNA | CARVANA CO | 264 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 104 | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 522 | $100K–$500K | SH |
| RBA | RB GLOBAL INC | 1K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 551 | $100K–$500K | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 2K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 504 | $100K–$500K | SH |
| ROL | ROLLINS INC | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 2K | $100K–$500K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 371 | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 524 | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 4K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 162 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 1K | $50K–$100K | SH |
| WRB | BERKLEY W R CORP | 1K | $50K–$100K | SH |
| ETN | EATON CORP PLC | 301 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 2K | $50K–$100K | SH |
| THC | TENET HEALTHCARE CORP | 478 | $50K–$100K | SH |
| NDSN | NORDSON CORP | 383 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 1K | $50K–$100K | SH |
| COO | COOPER COS INC | 1K | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP | 903 | $50K–$100K | SH |
| XPO | XPO INC | 660 | $50K–$100K | SH |
| BDX | BECTON DICKINSON & CO | 462 | $50K–$100K | SH |
| WSM | WILLIAMS SONOMA INC | 500 | $50K–$100K | SH |
| ULS | UL SOLUTIONS INC | 1K | $50K–$100K | SH |
| IEF | ISHARES TR | 918 | $50K–$100K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 339 | $50K–$100K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 971 | $50K–$100K | SH |
| DEO | DIAGEO PLC | 966 | $50K–$100K | SH |
| HDB | HDFC BANK LTD | 2K | $50K–$100K | SH |
| BKNG | BOOKING HOLDINGS INC | 15 | $50K–$100K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 491 | $50K–$100K | SH |
| SARO | STANDARDAERO INC | 3K | $50K–$100K | SH |
| WMB | WILLIAMS COS INC | 1K | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 362 | $50K–$100K | SH |
| HD | HOME DEPOT INC | 219 | $50K–$100K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 82 | $50K–$100K | SH |
| IVV | ISHARES TR | 108 | $50K–$100K | SH |
| CLH | CLEAN HARBORS INC | 315 | $50K–$100K | SH |
| XLK | SELECT SECTOR SPDR TR | 512 | $50K–$100K | SH |