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 301–350 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CASY | CASEYS GEN STORES INC | 131 | $50K–$100K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 2K | $50K–$100K | SH |
| TPR | TAPESTRY INC | 545 | $50K–$100K | SH |
| LII | LENNOX INTL INC | 143 | $50K–$100K | SH |
| SCHX | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| APG | API GROUP CORP | 2K | $50K–$100K | SH |
| JKHY | HENRY JACK & ASSOC INC | 358 | $50K–$100K | SH |
| EME | EMCOR GROUP INC | 106 | $50K–$100K | SH |
| ICSH | ISHARES TR | 1K | $50K–$100K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 391 | $50K–$100K | SH |
| USB | US BANCORP DEL | 1K | $50K–$100K | SH |
| EOG | EOG RES INC | 583 | $50K–$100K | SH |
| ALC | ALCON AG | 775 | $50K–$100K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 519 | $50K–$100K | SH |
| WAB | WABTEC | 283 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP | 715 | $50K–$100K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| GLW | CORNING INC | 676 | $50K–$100K | SH |
| GILD | GILEAD SCIENCES INC | 471 | $50K–$100K | SH |
| EFX | EQUIFAX INC | 266 | $50K–$100K | SH |
| AGG | ISHARES TR | 571 | $50K–$100K | SH |
| SPTM | SPDR SERIES TRUST | 684 | $50K–$100K | SH |
| DDOG | DATADOG INC | 411 | $50K–$100K | SH |
| CSX | CSX CORP | 2K | $50K–$100K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 165 | $50K–$100K | SH |
| OEF | ISHARES TR | 150 | $50K–$100K | SH |
| GENT | SPINNAKER ETF SERIES | 5K | $50K–$100K | SH |
| MDT | MEDTRONIC PLC | 532 | $50K–$100K | SH |
| RC | READY CAPITAL CORP | 23K | $50K–$100K | SH |
| STE | STERIS PLC | 200 | $50K–$100K | SH |
| CRBG | COREBRIDGE FINL INC | 2K | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS | 80 | $50K–$100K | SH |
| MCK | MCKESSON CORP | 61 | $50K–$100K | SH |
| ROST | ROSS STORES INC | 263 | $15K–$50K | SH |
| SNOW | SNOWFLAKE INC | 212 | $15K–$50K | SH |
| DT | DYNATRACE INC | 1K | $15K–$50K | SH |
| C | CITIGROUP INC | 381 | $15K–$50K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 200 | $15K–$50K | SH |
| RDDT | REDDIT INC | 190 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 285 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 539 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 436 | $15K–$50K | SH |
| MLI | MUELLER INDS INC | 357 | $15K–$50K | SH |
| MSTR | STRATEGY INC | 268 | $15K–$50K | SH |
| VUG | VANGUARD INDEX FDS | 83 | $15K–$50K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 528 | $15K–$50K | SH |
| ETR | ENTERGY CORP NEW | 427 | $15K–$50K | SH |
| VO | VANGUARD INDEX FDS | 131 | $15K–$50K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 76 | $15K–$50K | SH |
| IJH | ISHARES TR | 551 | $15K–$50K | SH |