Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Equinix, Inc. | EQIX | 30 | $31.18K |
 Casey's General Stores, Inc. | CASY | 30 | $24.18K |
 Helmerich & Payne, Inc. | HP | 28 | $922 |
 Arm Holdings plc American Depositary Shares | ARM | 28 | $9.93K |
 Canadian Imperial Bank of Commerce | CM | 27 | $3.1K |
 Avis Budget Group, Inc. | CAR | 27 | $3.95K |
 Lloyds Banking Group plc | LYG | 26 | $151 |
 GigaCloud Technology Inc. | GCT | 25 | $790 |
 UniFirst Corporation | UNF | 25 | $6.61K |
 Genpact Limited | G | 23 | $633 |
 Clearwater Paper Corporation | CLW | 22 | $349 |
 Prosperity Bancshares, Inc. | PB | 22 | $1.61K |
 Westamerica Bancorporation | WABC | 21 | $1.22K |
 Innoviva, Inc. | INVA | 21 | $484 |
 Cracker Barrel Old Country Store | CBRL | 20 | $1.07K |
 Check Point Software Technologies Ltd. | CHKP | 20 | $2.63K |
 Agnico Eagle Mines Limited | AEM | 20 | $3.1K |
 Peabody Energy Corporation | BTU | 19 | $440 |
 Natera, Inc. | NTRA | 19 | $5.11K |
 Synopsys, Inc. | SNPS | 19 | $8.48K |