Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 29 | $21.72M |
 Quanta Services, Inc. | PWR | 338 | $243.37K |
 Dell Technologies Inc. | DELL | 724 | $312.55K |
 Lockheed Martin Corporation | LMT | 768 | $391.42K |
 BlackRock, Inc. | BLK | 779 | $749.05K |
 Martin Marietta Materials, Inc. | MLM | 803 | $463.09K |
 Steel Dynamics, Inc. | STLD | 900 | $206.51K |
 Elevance Health Inc. | ELV | 931 | $360.05K |
 TransDigm Group Incorporated | TDG | 943 | $1.26M |
 Ecolab Inc. | ECL | 975 | $271.69K |
 Honeywell International Inc. | HON | 1.05K | $234.87K |
 Adobe Inc. | ADBE | 1.16K | $238.64K |
 Saia, Inc. | SAIA | 1.19K | $500.34K |
 MercadoLibre, Inc. | MELI | 1.2K | $2.04M |
 Regeneron Pharmaceuticals, Inc. | REGN | 1.22K | $761.34K |
 Stryker Corporation | SYK | 1.24K | $391.35K |
 State Street Corporation | STT | 1.26K | $213.7K |
 Chevron Corporation | CVX | 1.34K | $221.46K |
 Eaton Corporation plc | ETN | 1.39K | $591.88K |
 FedEx Freight Holding Company, Inc. | FDXF | 1.46K | $220.76K |