Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jack Henry & Associates, Inc. | JKHY | 588 | $80.99K |
 California Resources Corp | CRC | 592 | $31.32K |
 Kimco Realty Corporation | KIM | 594 | $15.06K |
 News Corporation | NWSA | 595 | $14.77K |
 Ellington Financial Inc. | EFC | 600 | $8.17K |
 American Water Works Company, Inc. | AWK | 601 | $79.08K |
 Takeda Pharmaceutical Company Limited | TAK | 602 | $9.65K |
 National Beverage Corp. | FIZZ | 602 | $18.78K |
 Fair Isaac Corporation | FICO | 602 | $719.26K |
 Ralph Lauren Corporation | RL | 606 | $243.36K |
 Diageo plc | DEO | 612 | $49.19K |
 Versant Media Group, Inc. Class A | VSNT | 613 | $22.08K |
 Reinsurance Group of America, Incorporated | RGA | 613 | $130.35K |
 Alcon Inc. | ALC | 618 | $41.47K |
 nVent Electric plc | NVT | 625 | $106.01K |
 The Progressive Corporation | PGR | 633 | $138.29K |
 Qualys, Inc. | QLYS | 641 | $88.13K |
 Mercury General Corporation | MCY | 641 | $68.31K |
 Fastly, Inc. | FSLY | 642 | $11.79K |
 Westinghouse Air Brake Technologies Corporation | WAB | 645 | $173.91K |