Stock Taper

RETIREMENT PLANNING GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cognition Therapeutics, Inc.CGTX10K$11.5K
Slb N.V.SLB9.94K$461.89K
Johnson Controls International plcJCI9.92K$1.45M
Enterprise Products Partners L.P.EPD9.66K$355.04K
Chevron CorporationCVX9.41K$1.56M
LyondellBasell Industries N.V.LYB9.21K$484.95K
Lockheed Martin CorporationLMT8.78K$4.47M
Berkshire Hathaway Inc.BRK-B8.75K$4.38M
Baker Hughes CompanyBKR8.52K$473.05K
APA CorporationAPA8.08K$263.08K
Bristol-Myers Squibb CompanyBMY7.84K$451.8K
NextEra Energy, Inc.NEE7.49K$657.66K
Sysco CorporationSYY7.25K$606.04K
Merck & Co., Inc.MRK6.91K$888.09K
Tesla, Inc.TSLA6.73K$2.83M
Lowe's Companies, Inc.LOW6.67K$1.47M
Teva Pharmaceutical Industries LimitedTEVA6.6K$223.61K
McDonald's CorporationMCD6.48K$1.75M
Leidos Holdings, Inc.LDOS6.45K$664.02K
International Business Machines CorporationIBM6.34K$1.78M