Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Raymond James Financial, Inc. | RJF | 1.49K | $226.98K |
 Amgen Inc. | AMGN | 1.54K | $558.5K |
 DoorDash, Inc. | DASH | 1.55K | $286.39K |
 Marathon Petroleum Corporation | MPC | 1.56K | $399.36K |
 CBRE Group, Inc. | CBRE | 1.6K | $216.04K |
 The Sherwin-Williams Company | SHW | 1.68K | $578.8K |
 Waters Corporation | WAT | 1.86K | $697.95K |
 The PNC Financial Services Group, Inc. | PNC | 1.88K | $463.09K |
 Aflac Incorporated | AFL | 1.9K | $222.28K |
 Exxon Mobil Corporation | XOM | 1.94K | $265.52K |
 SBA Communications Corporation | SBAC | 1.94K | $343.04K |
 Deere & Company | DE | 1.97K | $1.25M |
 Moody's Corporation | MCO | 1.99K | $899.05K |
 Costco Wholesale Corporation | COST | 2.08K | $1.95M |
 Humana Inc. | HUM | 2.1K | $832.57K |
 Cintas Corporation | CTAS | 2.11K | $359.21K |
 Welltower Inc. | WELL | 2.21K | $501.55K |
 Sandisk Corporation | SNDK | 2.21K | $5.03M |
 Amphenol Corporation | APH | 2.23K | $393.37K |
 Applied Materials, Inc. | AMAT | 2.23K | $1.61M |