Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Zimmer Biomet Holdings, Inc.ZBH230$19.84K
Cass Information Systems, Inc.CASS230$11.8K
Global Payments Inc.GPN234$16.98K
Tidewater Inc.TDW236$15.75K
D-Wave Quantum Inc.QBTS240$5.76K
Franklin Resources, Inc.BEN241$8.02K
Capitol Federal Financial, Inc.CFFN242$2.06K
Northern Trust CorporationNTRS242$42.07K
RhRH245$40.36K
Iron Mountain IncorporatedIRM249$31.45K
Alpine Income Property Trust, Inc.PINE250$5.18K
First Commonwealth Financial CorporationFCF250$5.08K
Waters CorporationWAT251$94.14K
Bright Horizons Family Solutions Inc.BFAM253$17.93K
Cincinnati Financial CorporationCINF257$47.55K
National Grid plcNGG259$21.46K
Omnicom Group Inc.OMC267$19.45K
ZIM Integrated Shipping Services Ltd.ZIM267$6.94K
Sabra Health Care REIT, Inc.SBRA268$5.22K
The Bancorp, Inc.TBBK270$16.91K