Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Plexus Corp. | PLXS | 3 | $1.03K |
 Berkshire Hathaway Inc. | BRK-A | 3 | $2.25M |
 TechnipFMC plc | FTI | 4 | $260 |
 Sanmina Corporation | SANM | 4 | $1K |
 First Citizens BancShares, Inc. | FCNCA | 4 | $8.32K |
 ORIX Corporation | IX | 5 | $205 |
| AM AVANOS MED INC | AVNS | 5 | $125 |
 NVR, Inc. | NVR | 5 | $34.07K |
 LG Display Co., Ltd. | LPL | 6 | $22 |
 Bank of America Corporation | BAC-PL | 7 | $8.78K |
 Coherent, Inc. | COHR | 7 | $2.63K |
 Virgin Galactic Holdings, Inc. | SPCE | 7 | $21 |
 Humana Inc. | HUM | 7 | $2.78K |
 Innospec Inc. | IOSP | 8 | $679 |
 Comfort Systems USA, Inc. | FIX | 8 | $16.14K |
 Spectrum Brands Holdings, Inc. | SPB | 8 | $686 |
 Lindsay Corporation | LNN | 8 | $939 |
 BlackBerry Limited | BB | 9 | $110 |
 Brown-Forman Corporation | BF-B | 9 | $251 |
 South Bow Corporation | SOBO | 9 | $318 |