Stock Taper 
TCFG WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BWX Technologies, Inc. | BWXT | 1.34K | $273.13K |
 DTE Energy Company | DTE | 1.39K | $202.95K |
 Dell Technologies Inc. | DELL | 1.39K | $228.31K |
 Ryder System, Inc. | R | 1.43K | $292.53K |
 Emerson Electric Co. | EMR | 1.55K | $202.95K |
 Celestica Inc. | CLS | 1.57K | $442.81K |
 International Business Machines Corporation | IBM | 1.69K | $408.86K |
 The Boeing Company | BA | 1.78K | $353.91K |
 GE Aerospace | GE | 1.8K | $509.66K |
 Valero Energy Corporation | VLO | 1.85K | $456.36K |
 AppLovin Corporation | APP | 1.91K | $760.58K |
 Bank First Corporation | BFC | 1.98K | $267.69K |
 Palo Alto Networks, Inc. | PANW | 1.99K | $319.2K |
 Morgan Stanley | MS | 2K | $328.32K |
 Loews Corporation | L | 2K | $213.48K |
 Arista Networks, Inc. | ANET | 2.01K | $247.16K |
 Constellation Energy Corporation | CEG | 2.15K | $599.4K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.2K | $742.34K |
 Circle Internet Group | CRCL | 2.27K | $216.58K |
 Tesla, Inc. | TSLA | 2.3K | $854.85K |