Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CF Industries Holdings, Inc. | CF | 1.38K | $149.72K |
 MGIC Investment Corporation | MTG | 1.38K | $38.92K |
 Novanta Inc. | NOVT | 1.38K | $223.73K |
 Bath & Body Works, Inc. | BBWI | 1.38K | $81.06K |
 Accenture plc | ACN | 1.37K | $170.99K |
 TE Connectivity plc | TEL | 1.37K | $276.41K |
 NextEra Energy, Inc. | NEE | 1.37K | $120.16K |
 U-Haul Holding Company | UHAL | 1.37K | $89.52K |
 Duke Energy Corporation | DUK | 1.36K | $172.15K |
 Guidewire Software, Inc. | GWRE | 1.36K | $166.98K |
 Amdocs Limited | DOX | 1.36K | $68.59K |
 NiSource Inc | NI | 1.35K | $64.38K |
 Qorvo, Inc. | QRVO | 1.35K | $126.01K |
 NXP Semiconductors N.V. | NXPI | 1.35K | $379.39K |
 Donaldson Company, Inc. | DCI | 1.33K | $119.64K |
 The Kraft Heinz Company | KHC | 1.33K | $31.41K |
 The Kroger Co. | KR | 1.32K | $73.41K |
 First Financial Bankshares, Inc. | FFIN | 1.31K | $45.19K |
 Palladyne AI Corp. | PDYN | 1.3K | $7.92K |
 NIO Inc. | NIO | 1.3K | $6.58K |