Stock Taper

INSTITUTE FOR WEALTH MANAGEMENT, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kimberly-Clark CorporationKMB820$90.01K
Vertiv Holdings CoVRT820$274.55K
Dillard's, Inc.DDS818$432.19K
Knowles CorporationKN811$33.64K
ResMed Inc.RMD800$155.84K
Impinj, Inc.PI800$114.58K
Dropbox, Inc.DBX797$21.89K
Loews CorporationL787$89.1K
RBC Bearings IncorporatedRBC783$504.3K
Textron Inc.TXT776$71.18K
Nordic American Tankers LimitedNAT771$4.27K
FactSet Research Systems Inc.FDS770$177.23K
Atlanta Braves Holdings, Inc.BATRA770$43.36K
BCE Inc.BCE770$16.56K
Brookfield Infrastructure Partners L.P.BIP756$27.59K
Willis Towers Watson Public Limited CompanyWTW755$197.38K
Xylem Inc.XYL751$88.78K
PBF Energy Inc.PBF750$34.14K
Rayonier Inc. REITRYN745$15.85K
SiteOne Landscape Supply, Inc.SITE742$84.89K