Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Coca-Cola Company | KO | 7.02K | $570.49K |
 Enphase Energy, Inc. | ENPH | 7.13K | $351.33K |
 Salesforce, Inc. | CRM | 7.22K | $1.13M |
 Illinois Tool Works Inc. | ITW | 7.54K | $2.04M |
 Mastercard Incorporated | MA | 7.63K | $3.92M |
 Wolfspeed Inc. | WOLF | 7.92K | $381.9K |
 Xylem Inc. | XYL | 8.39K | $992.14K |
 Union Pacific Corporation | UNP | 8.55K | $2.33M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 8.89K | $4.25M |
 Alcon Inc. | ALC | 9.12K | $617.3K |
| WF WEBSTER FINL CORP | WBS | 9.47K | $723.7K |
 EQT Corporation | EQT | 9.61K | $511.02K |
 The Charles Schwab Corporation | SCHW | 10.37K | $956.65K |
 Bloom Energy Corporation | BE | 10.39K | $3.14M |
 Freeport-McMoRan Inc. | FCX | 10.86K | $683.05K |
 Meta Platforms, Inc. | META | 11.55K | $6.51M |
 Johnson & Johnson | JNJ | 11.58K | $2.94M |
 ConocoPhillips | COP | 11.7K | $1.22M |
 Texas Instruments Incorporated | TXN | 12.13K | $3.62M |
 Snowflake Inc. | SNOW | 12.39K | $3.15M |