Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Middleby Corporation | MIDD | 17 | $2.92K |
 Progress Software Corporation | PRGS | 17 | $576 |
 Trinity Industries, Inc. | TRN | 18 | $623 |
 Vitesse Energy, Inc. | VTS | 18 | $284 |
 Burlington Stores, Inc. | BURL | 18 | $5.7K |
 Bloom Energy Corporation | BE | 18 | $5.53K |
 PJT Partners Inc. | PJT | 18 | $2.72K |
 Clearway Energy, Inc. | CWEN | 19 | $650 |
 Natera, Inc. | NTRA | 19 | $5.11K |
 Peabody Energy Corporation | BTU | 19 | $440 |
 Synopsys, Inc. | SNPS | 19 | $8.48K |
 Check Point Software Technologies Ltd. | CHKP | 20 | $2.63K |
 Agnico Eagle Mines Limited | AEM | 20 | $3.1K |
 Cracker Barrel Old Country Store | CBRL | 20 | $1.07K |
 Westamerica Bancorporation | WABC | 21 | $1.22K |
 Innoviva, Inc. | INVA | 21 | $484 |
 Clearwater Paper Corporation | CLW | 22 | $349 |
 Prosperity Bancshares, Inc. | PB | 22 | $1.61K |
 Genpact Limited | G | 23 | $633 |
 GigaCloud Technology Inc. | GCT | 25 | $790 |