Stock Taper 
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Clearway Energy, Inc. | CWEN | 19 | $650 |
 Trinity Industries, Inc. | TRN | 18 | $623 |
 Bloom Energy Corporation | BE | 18 | $5.53K |
 PJT Partners Inc. | PJT | 18 | $2.72K |
 Vitesse Energy, Inc. | VTS | 18 | $284 |
 Burlington Stores, Inc. | BURL | 18 | $5.7K |
 The Middleby Corporation | MIDD | 17 | $2.92K |
 Progress Software Corporation | PRGS | 17 | $576 |
 Middlesex Water Company | MSEX | 16 | $917 |
 Resideo Technologies, Inc. | REZI | 16 | $507 |
 TransDigm Group Incorporated | TDG | 16 | $21.31K |
 Powell Industries, Inc. | POWL | 14 | $4.04K |
 Preferred Bank | PFBC | 14 | $1.52K |
 Thor Industries, Inc. | THO | 13 | $978 |
 Nextpower Inc. | NXT | 12 | $1.45K |
 Chord Energy Corporation | CHRD | 12 | $1.34K |
 Monolithic Power Systems, Inc. | MPWR | 12 | $16.59K |
 Concentrix Corporation | CNXC | 11 | $247 |
 DigitalOcean Holdings, Inc. | DOCN | 11 | $1.7K |
 Credit Acceptance Corporation | CACC | 11 | $7K |