Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WD-40 Company | WDFC | 206 | $50.19K |
 Helios Technologies, Inc. | HLIO | 207 | $18.48K |
 The Estée Lauder Companies Inc. | EL | 208 | $16.42K |
 Farmland Partners Inc. | FPI | 210 | $2.03K |
 Celestica Inc. | CLS | 210 | $76.61K |
 Teladoc Health, Inc. | TDOC | 210 | $1.78K |
 Postal Realty Trust, Inc. | PSTL | 211 | $5.19K |
 Ryanair Holdings plc | RYAAY | 217 | $14.05K |
 Eagle Materials Inc. | EXP | 217 | $48.83K |
 Agilysys, Inc. | AGYS | 217 | $22.68K |
 Revolution Medicines, Inc. | RVMD | 219 | $41.03K |
 Sylvamo Corp | SLVM | 220 | $8.32K |
 Teledyne Technologies Incorporated | TDY | 222 | $148.05K |
| LB LIBERTY BROADBAND CORP | LBRDK | 222 | $7.37K |
 National Fuel Gas Company | NFG | 224 | $17.3K |
 Napco Security Technologies, Inc. | NSSC | 224 | $8.51K |
 Blue Owl Capital Inc. | OWL | 225 | $1.97K |
 Herbalife Nutrition Ltd. | HLF | 226 | $2.97K |
 TC Energy Corporation | TRP | 226 | $14.98K |
 Zoom Communications, Inc. | ZM | 227 | $19.6K |