Stock Taper

RETIREMENT PLANNING GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Blackstone Inc.BX2.19K$258.33K
Prologis, Inc.PLD2.21K$299.38K
Citigroup Inc.C2.22K$310.1K
Yum! Brands, Inc.YUM2.27K$363.67K
Accenture plcACN2.36K$294.05K
General Dynamics CorporationGD2.39K$845.13K
Caterpillar Inc.CAT2.47K$2.63M
Interactive Brokers Group, Inc.IBKR2.47K$214.9K
Delta Air Lines, Inc.DAL2.54K$238.17K
Ameren CorporationAEE2.55K$288.6K
The Boeing CompanyBA2.57K$557.27K
Oracle CorporationORCL2.7K$395.71K
UnitedHealth Group IncorporatedUNH2.72K$1.13M
Old Dominion Freight Line, Inc.ODFL2.85K$618.43K
Canadian National Railway CompanyCNI2.89K$344.96K
Phillips 66PSX3.04K$514.42K
Salesforce, Inc.CRM3.3K$516.36K
Emerson Electric Co.EMR3.38K$484.38K
Dominion Energy, Inc.D3.44K$234.62K
Advanced Micro Devices, Inc.AMD3.48K$2.02M