Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CubeSmart | CUBE | 49 | $1.96K |
 VeriSign, Inc. | VRSN | 50 | $12.58K |
 Fortrea Holdings Inc. | FTRE | 50 | $873 |
 Copa Holdings, S.A. | CPA | 50 | $7.78K |
 Brookfield Renewable Partners L.P. | BEP | 50 | $1.74K |
 NuScale Power Corporation | SMR | 51 | $512 |
 Crane Company | CR | 52 | $11.6K |
 Mistras Group, Inc. | MG | 53 | $927 |
 Verra Mobility Corporation | VRRM | 53 | $226 |
 Martin Marietta Materials, Inc. | MLM | 54 | $31.14K |
 Cadence Design Systems, Inc. | CDNS | 55 | $20.64K |
 Liberty Media Corporation | FWONK | 55 | $5.81K |
 Corpay, Inc. | CPAY | 55 | $18.33K |
 MasTec, Inc. | MTZ | 55 | $22.88K |
 Fabrinet | FN | 56 | $31.71K |
 AxoGen, Inc. | AXGN | 57 | $2.62K |
 TG Therapeutics, Inc. | TGTX | 57 | $3.13K |
 Core Laboratories N.V. | CLB | 58 | $675 |
 Versigent PLC | VGNT | 59 | $2.48K |
 Magna International Inc. | MGA | 60 | $3.94K |