Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ITT Inc. | ITT | 450 | $89.06K |
 Marex Group Limited | MRX | 450 | $27.43K |
 Cathay General Bancorp | CATY | 457 | $28.3K |
 Landstar System, Inc. | LSTR | 461 | $95.34K |
 Core & Main, Inc. | CNM | 466 | $22.48K |
 Williams-Sonoma, Inc. | WSM | 470 | $109.56K |
 Invitation Homes Inc. | INVH | 476 | $14.38K |
 Motorola Solutions, Inc. | MSI | 476 | $197.81K |
 Newmark Group, Inc. | NMRK | 480 | $7.25K |
 OFG Bancorp | OFG | 485 | $23.78K |
 Norfolk Southern Corporation | NSC | 487 | $153.21K |
 Universal Health Realty Income Trust | UHT | 489 | $21.46K |
 Bank of Hawaii Corporation | BOH | 492 | $40.09K |
 Iamgold Corporation | IAG | 500 | $7.92K |
 Zurn Elkay Water Solutions Corporation | ZWS | 500 | $25.27K |
 MKS Inc. | MKSI | 501 | $222.84K |
 Bentley Systems, Incorporated | BSY | 504 | $15.06K |
 Becton, Dickinson and Company | BDX | 505 | $76.4K |
 Evergy, Inc. | EVRG | 507 | $43.82K |
 Lamar Advertising Company | LAMR | 509 | $79.42K |