Stock Taper 
RETIREMENT PLANNING GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dominion Energy, Inc. | D | 3.44K | $234.62K |
 Emerson Electric Co. | EMR | 3.38K | $484.38K |
 Salesforce, Inc. | CRM | 3.3K | $516.36K |
 Phillips 66 | PSX | 3.04K | $514.42K |
 Canadian National Railway Company | CNI | 2.89K | $344.96K |
 Old Dominion Freight Line, Inc. | ODFL | 2.85K | $618.43K |
 UnitedHealth Group Incorporated | UNH | 2.72K | $1.13M |
 Oracle Corporation | ORCL | 2.7K | $395.71K |
 The Boeing Company | BA | 2.57K | $557.27K |
 Ameren Corporation | AEE | 2.55K | $288.6K |
 Delta Air Lines, Inc. | DAL | 2.54K | $238.17K |
 Interactive Brokers Group, Inc. | IBKR | 2.47K | $214.9K |
 Caterpillar Inc. | CAT | 2.47K | $2.63M |
 General Dynamics Corporation | GD | 2.39K | $845.13K |
 Accenture plc | ACN | 2.36K | $294.05K |
 Yum! Brands, Inc. | YUM | 2.27K | $363.67K |
 Citigroup Inc. | C | 2.22K | $310.1K |
 Prologis, Inc. | PLD | 2.21K | $299.38K |
 Blackstone Inc. | BX | 2.19K | $258.33K |
 Stryker Corporation | SYK | 2.19K | $689.5K |