Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ServiceNow, Inc. | NOW | 2.26K | $224.07K |
 Booking Holdings Inc. | BKNG | 2.4K | $427.78K |
 PepsiCo, Inc. | PEP | 2.57K | $347.75K |
 Aon plc | AON | 2.62K | $869.61K |
 CVS Health Corp. | CVS | 2.63K | $272.5K |
 Rockwell Automation, Inc. | ROK | 2.66K | $1.32M |
 ASML Holding N.V. | ASML | 2.68K | $5.33M |
 McDonald's Corporation | MCD | 2.71K | $731.43K |
 Arthur J. Gallagher & Co. | AJG | 2.81K | $646.24K |
 FedEx Corporation | FDX | 2.93K | $917.16K |
 AbbVie Inc. | ABBV | 3.03K | $761.72K |
 Morgan Stanley | MS | 3.17K | $663.05K |
 Caterpillar Inc. | CAT | 3.2K | $3.4M |
 Blackstone Inc. | BX | 3.21K | $377.84K |
 Intuitive Surgical, Inc. | ISRG | 3.23K | $1.28M |
 Air Products and Chemicals, Inc. | APD | 3.24K | $950.49K |
 Boyd Gaming Corporation | BYD | 3.35K | $295.91K |
 Marvell Technology, Inc. | MRVL | 3.37K | $1.01M |
 Royal Caribbean Cruises Ltd. | RCL | 3.4K | $1.08M |
 AppLovin Corporation | APP | 3.42K | $1.76M |