Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Loews Corporation | L | 787 | $89.1K |
 Dropbox, Inc. | DBX | 797 | $21.89K |
 Impinj, Inc. | PI | 800 | $114.58K |
 ResMed Inc. | RMD | 800 | $155.84K |
 Knowles Corporation | KN | 811 | $33.64K |
 Dillard's, Inc. | DDS | 818 | $432.19K |
 Consolidated Edison, Inc. | ED | 820 | $90.72K |
 Kimberly-Clark Corporation | KMB | 820 | $90.01K |
 KB Home | KBH | 820 | $51.32K |
 Vertiv Holdings Co | VRT | 820 | $274.55K |
 Applied Optoelectronics, Inc. | AAOI | 831 | $123.12K |
 Graco Inc. | GGG | 845 | $63.89K |
 Pentair plc | PNR | 858 | $65.78K |
 Affirm Holdings, Inc. | AFRM | 859 | $70.05K |
 Bio-Techne Corporation | TECH | 860 | $60.76K |
 Best Buy Co., Inc. | BBY | 894 | $67.85K |
 Popular, Inc. | BPOP | 898 | $147.43K |
 Intuit Inc. | INTU | 906 | $236.43K |
 PPG Industries, Inc. | PPG | 907 | $110.01K |
 Primerica, Inc. | PRI | 912 | $259.19K |