McGlone Suttner Wealth Management, Inc.

McGlone Suttner Wealth Management, Inc. reported 196 holdings worth US$852M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

McGlone Suttner Wealth Management, Inc. reported 196 holdings worth US$852M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 21, 2026 (Form 13F).

Holdings
196
Value as reported
US$852M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc29,112US$8.42M0.99%
Alphabet Inc (google) Class C22,604US$8.08M0.95%
Nvidia Corporation32,076US$6.42M0.75%
Microsoft Corp.16,315US$6.09M0.71%
Applied Materials, Inc.6,951US$5.03M0.59%
Caterpillar, Inc.3,495US$3.72M0.44%
Jp Morgan Chase & Co.10,505US$3.44M0.40%
Broadcom Inc.8,183US$3.09M0.36%
Abbvie Inc.12,160US$3.06M0.36%
Amazon.com, Inc.12,032US$2.87M0.34%
Johnson & Johnson11,206US$2.85M0.33%
Walmart Inc.24,877US$2.82M0.33%
Cisco Systems, Inc.23,525US$2.76M0.32%
Meta Platforms, Inc.4,590US$2.59M0.30%
Exxon Mobil Corporation18,114US$2.48M0.29%
Tesla, Inc.4,923US$2.07M0.24%
Procter & Gamble Company (the)13,583US$1.99M0.23%
Micron Technology, Inc.1,659US$1.92M0.22%
Parker-hannifin Corporation1,939US$1.9M0.22%
Metlife, Inc.22,267US$1.88M0.22%
Bank Of America Corporation31,740US$1.81M0.21%
Merck & Company, Inc.13,593US$1.75M0.20%
Home Depot, Inc. (the)4,690US$1.65M0.19%
Advanced Micro Devices Inc2,724US$1.58M0.19%
Coca-cola Company (the)18,959US$1.54M0.18%
General Dynamics Corporation4,106US$1.45M0.17%
The Bank Of New York Mellon Corporation9,994US$1.45M0.17%
Philip Morris International Inc7,807US$1.41M0.17%
Berkshire Hathaway Inc.2,819US$1.41M0.17%
Csx Corporation29,593US$1.41M0.17%
Eli Lilly And Company1,150US$1.38M0.16%
Wec Energy Group, Inc.11,653US$1.36M0.16%
Wells Fargo & Company15,052US$1.24M0.15%
Emcor Group, Inc.1,492US$1.24M0.15%
Mcdonald's Corporation4,541US$1.23M0.14%
International Business Machines Corporation4,341US$1.22M0.14%
Prudential Financial, Inc.10,813US$1.17M0.14%
Blackrock, Inc.1,195US$1.15M0.13%
U.s. Bancorp18,618US$1.12M0.13%
Dell Technologies Inc.2,577US$1.11M0.13%
Pepsico, Inc.7,901US$1.07M0.13%
Qualcomm Incorporated5,503US$1.02M0.12%
Kinder Morgan, Inc.31,421US$1M0.12%
Conocophillips9,443US$982K0.12%
Prologis, Inc.7,209US$977K0.11%
Southern Company (the)9,850US$943K0.11%
W. P. Carey Inc. Reit12,910US$923K0.11%
American Express Company2,673US$904K0.11%
Verizon Communications Inc.20,391US$863K0.10%
American Electric Power Company, Inc.6,183US$846K0.10%
Intel Corporation5,872US$820K0.10%
Cardinal Health, Inc.3,215US$764K0.09%
Abbott Laboratories8,205US$744K0.09%
Amphenol Corporation4,103US$723K0.08%
Bank First Corporation4,875US$723K0.08%
Oshkosh Corporation (holding Company)4,483US$688K0.08%
Nicolet Bankshares Inc.4,120US$681K0.08%
Palo Alto Networks, Inc.1,981US$676K0.08%
At&t Inc.32,506US$673K0.08%
Public Service Enterprise Group Incorporated8,189US$665K0.08%
The Hartford Insurance Group, Inc.4,906US$650K0.08%
Chevron Corporation3,799US$630K0.07%
Altria Group, Inc.8,460US$609K0.07%
Lam Research Corporation1,392US$603K0.07%
Palantir Technologies Inc.5,087US$594K0.07%
Gilead Sciences, Inc.4,593US$580K0.07%
L3harris Technologies, Inc.1,994US$579K0.07%
Costco Wholesale Corporation612US$572K0.07%
Lockheed Martin Corporation1,098US$560K0.07%
Unitedhealth Group Incorporated1,297US$539K0.06%
Tjx Companies, Inc. (the)3,483US$528K0.06%
Pnc Financial Services Group, Inc. (the)2,101US$517K0.06%
Fifth Third Bancorp9,152US$516K0.06%
Goldman Sachs Group, Inc. (the)502US$508K0.06%
Cummins Inc.710US$506K0.06%
Republic Services, Inc.2,365US$504K0.06%
Ge Aerospace1,286US$481K0.06%
Pfizer, Inc.18,823US$453K0.05%
Cadence Design Systems, Inc.1,196US$449K0.05%
Delta Air Lines, Inc.4,768US$447K0.05%
Oracle Corporation2,943US$431K0.05%
Illinois Tool Works Inc.1,593US$431K0.05%
Citigroup, Inc.3,054US$427K0.05%
Salesforce, Inc.2,696US$422K0.05%
Kimberly-clark Corporation3,731US$410K0.05%
Arthur J. Gallagher & Co.1,757US$403K0.05%
Lamar Advertising Company2,574US$401K0.05%
Crown Castle Inc.5,166US$391K0.05%
Visa Inc.1,119US$384K0.05%
Texas Instruments Incorporated1,258US$375K0.04%
Moody's Corporation822US$372K0.04%
Danaher Corporation1,880US$358K0.04%
Netflix, Inc.4,878US$348K0.04%
T-mobile Us, Inc.2,017US$338K0.04%
Corning Incorporated1,227US$313K0.04%
Vertiv Holdings, Llc904US$303K0.04%
Citizens Financial Group, Inc.4,153US$291K0.03%
Howmet Aerospace Inc.1,055US$284K0.03%
Labcorp Holdings Inc.1,006US$282K0.03%
Comcast Corporation11,470US$282K0.03%

Every holding of McGlone Suttner Wealth Management, Inc.

Source

View original at SEC

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