Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WaFd, Inc. | WAFD | 913 | $35.05K |
 Unum Group | UNM | 914 | $81.71K |
 Nasdaq, Inc. | NDAQ | 920 | $72.52K |
 Linde plc | LIN | 923 | $478.98K |
 McCormick & Company, Incorporated | MKC | 926 | $46.69K |
 Match Group, Inc. | MTCH | 929 | $35.35K |
 Veralto Corporation | VLTO | 930 | $82.47K |
 Freshpet, Inc. | FRPT | 934 | $55.22K |
 MPLX Lp | MPLX | 936 | $52.72K |
 Sysco Corporation | SYY | 945 | $79.02K |
 Universal Display Corporation | OLED | 947 | $82K |
 Coca-Cola Europacific Partners PLC | CCEP | 948 | $94.87K |
 Artisan Partners Asset Management Inc. | APAM | 950 | $32.8K |
 Western Midstream Partners, LP | WES | 959 | $41.96K |
 Herc Holdings Inc. | HRI | 968 | $138.75K |
 Badger Meter, Inc. | BMI | 969 | $143.79K |
 REX American Resources Corporation | REX | 975 | $44.02K |
 Omega Healthcare Investors, Inc. | OHI | 981 | $46.75K |
 T. Rowe Price Group, Inc. | TROW | 984 | $111.87K |
 Ingersoll Rand Inc. | IR | 985 | $80.76K |