Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fox Corporation | FOXA | 145 | $7.56K |
 Simpson Manufacturing Co., Inc. | SSD | 146 | $30.57K |
 Watsco, Inc. | WSO | 147 | $61.26K |
 Entegris, Inc. | ENTG | 148 | $26.62K |
 CEVA, Inc. | CEVA | 148 | $6.98K |
 Telus Corp | TU | 150 | $1.59K |
 Hawaiian Electric Industries, Inc. | HE | 150 | $2.03K |
 OneSpaWorld Holdings Ltd | OSW | 151 | $4.27K |
 Woodside Energy Group Ltd | WDS | 153 | $2.96K |
 Vornado Realty Trust | VNO | 153 | $6.01K |
 Paycom Software, Inc. | PAYC | 155 | $19.48K |
 Ares Management Corporation | ARES | 155 | $17.25K |
 VICI Properties Inc. | VICI | 156 | $4.14K |
 The Magnum Ice Cream Company N.V. | MICC | 156 | $2.72K |
 Post Holdings, Inc. | POST | 156 | $13.77K |
 MP Materials Corp. | MP | 158 | $8.85K |
 Kimball Electronics, Inc. | KE | 159 | $4.07K |
 The Cooper Companies, Inc. | COO | 160 | $11.47K |
 Verisk Analytics, Inc. | VRSK | 160 | $28.73K |
 Ashland Inc. | ASH | 160 | $10.54K |