Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 108 | $92.67K |
 Polaris Inc. | PII | 108 | $7.39K |
 STERIS plc | STE | 106 | $22.32K |
 Anika Therapeutics, Inc. | ANIK | 104 | $1.52K |
 Tanger Inc. | SKT | 103 | $4.05K |
 Jones Lang LaSalle Incorporated | JLL | 102 | $31.61K |
 Ventas, Inc. | VTR | 100 | $8.88K |
 CTS Corporation | CTS | 100 | $6.52K |
 First American Financial Corporation | FAF | 100 | $6.86K |
 Richtech Robotics Inc. Class B Common Stock | RR | 100 | $211 |
 Sociedad Química y Minera de Chile S.A. | SQM | 100 | $7.4K |
 Agilent Technologies, Inc. | A | 100 | $13.28K |
 Expeditors International of Washington, Inc. | EXPD | 100 | $16.3K |
 Newell Brands Inc. | NWL | 99 | $608 |
 Koninklijke Philips N.V. | PHG | 98 | $2.66K |
 BRC Group Holdings, Inc. | RILY | 97 | $780 |
 Arthur J. Gallagher & Co. | AJG | 97 | $22.3K |
 J.B. Hunt Transport Services, Inc. | JBHT | 96 | $27.79K |
 Core Scientific, Inc. | CORZ | 94 | $2.4K |
 Chubb Limited | CB | 93 | $31.69K |