Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Greif, Inc.GEF67$5.03K
Twilio Inc.TWLO67$13.82K
Cadence Design Systems, Inc.CDNS68$25.52K
Ferguson plcFERG68$16.2K
APA CorporationAPA68$2.21K
Vornado Realty TrustVNO69$2.71K
Aptiv PLCAPTV70$4.3K
Cullen/Frost Bankers, Inc.CFR70$10.82K
The Timken CompanyTKR70$10.17K
StoneCo Ltd.STNE70$759
Moderna, Inc.MRNA70$4.9K
Lam Research CorporationLRCX71$30.78K
Northrop Grumman CorporationNOC71$36.16K
Minerals Technologies Inc.MTX73$5.4K
Shinhan Financial Group Co., Ltd.SHG74$4.68K
Essent Group Ltd.ESNT75$4.82K
CenterPoint Energy, Inc.CNP76$3.35K
Lyft, Inc.LYFT76$1.11K
National Fuel Gas CompanyNFG76$5.91K
Ovintiv Inc.OVV77$4.05K