Stock Taper

CIRCLE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG19.15K$2.81M
Allegro MicroSystems, Inc.ALGM19.73K$1.37M
Bank of America CorporationBAC19.74K$1.12M
Tesla, Inc.TSLA20.19K$8.49M
The Goldman Sachs Group, Inc.GS20.59K$20.82M
Brookfield CorporationBN20.6K$878.6K
Palo Alto Networks, Inc.PANW20.96K$7.15M
Tempus AI, Inc.TEM21K$1.22M
Broadcom Inc.AVGO21.12K$7.98M
Take-Two Interactive Software, Inc.TTWO21.28K$5.32M
Lemonade, Inc.LMND21.32K$1.39M
Lam Research CorporationLRCX21.74K$9.42M
Chipotle Mexican Grill, Inc.CMG22.67K$770.85K
Amkor Technology, Inc.AMKR23.36K$2.01M
Zoom Communications, Inc.ZM23.81K$2.06M
ON Semiconductor CorporationON26.18K$2.47M
Netflix, Inc.NFLX26.38K$1.88M
Yum China Holdings, Inc.YUMC26.45K$1.08M
Space Exploration Technologies Corp.SPCX27.34K$4.67M
GLOBALFOUNDRIES Inc.GFS28.62K$2.36M