Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Agilent Technologies, Inc. | A | 100 | $13.28K |
 Expeditors International of Washington, Inc. | EXPD | 100 | $16.3K |
 Jones Lang LaSalle Incorporated | JLL | 102 | $31.61K |
 Tanger Inc. | SKT | 103 | $4.05K |
 Anika Therapeutics, Inc. | ANIK | 104 | $1.52K |
 STERIS plc | STE | 106 | $22.32K |
 Lumentum Holdings Inc. | LITE | 108 | $92.67K |
 Polaris Inc. | PII | 108 | $7.39K |
 Teva Pharmaceutical Industries Limited | TEVA | 108 | $3.66K |
 Aflac Incorporated | AFL | 109 | $12.72K |
 Installed Building Products, Inc. | IBP | 110 | $25.28K |
 Beam Therapeutics Inc. | BEAM | 111 | $3.82K |
 Virtu Financial, Inc. | VIRT | 112 | $6.67K |
 Pinnacle Financial Partners, Inc. | PNFP | 116 | $11.7K |
 H.B. Fuller Company | FUL | 116 | $6.76K |
 Riot Platforms, Inc. | RIOT | 116 | $3.17K |
 Snap-on Incorporated | SNA | 117 | $47.08K |
| LB LIBERTY BROADBAND CORP | LBRDA | 117 | $3.89K |
 Fervo Energy Company | FRVO | 119 | $3.48K |
 C.H. Robinson Worldwide, Inc. | CHRW | 119 | $22.41K |