Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Tenet Healthcare CorporationTHC90$16.84K
HubSpot, Inc.HUBS90$16.43K
Tootsie Roll Industries, Inc.TR90$3.56K
Robert Half Inc.RHI90$2.76K
FMC CorporationFMC90$1.03K
Organon & Co.OGN92$1.25K
Okeanis Eco Tankers Corp.ECO93$4.64K
AutoZone, Inc.AZO93$297.22K
Chubb LimitedCB93$31.69K
Core Scientific, Inc.CORZ94$2.4K
J.B. Hunt Transport Services, Inc.JBHT96$27.79K
BRC Group Holdings, Inc.RILY97$780
Arthur J. Gallagher & Co.AJG97$22.3K
Koninklijke Philips N.V.PHG98$2.66K
Newell Brands Inc.NWL99$608
Richtech Robotics Inc. Class B Common StockRR100$211
First American Financial CorporationFAF100$6.86K
CTS CorporationCTS100$6.52K
Sociedad Química y Minera de Chile S.A.SQM100$7.4K
Ventas, Inc.VTR100$8.88K