Stock Taper

CIRCLE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SAP SESAP5.63K$867.49K
UnitedHealth Group IncorporatedUNH5.63K$2.34M
TTM Technologies, Inc.TTMI5.71K$1.07M
Danaher CorporationDHR5.79K$1.1M
AstraZeneca PLCAZN5.86K$1.1M
Fiserv, Inc.FISV5.93K$291.06K
Golar LNG LimitedGLNG5.96K$297.05K
Lennar CorporationLEN6.03K$545.84K
Visa Inc.V6.16K$2.11M
Circle Internet GroupCRCL6.24K$391.06K
Capital One Financial CorporationCOF6.3K$1.26M
Walmart Inc.WMT6.36K$719.76K
Sunbelt Rentals Holdings IncSUNB6.41K$479.38K
Alcoa CorporationAA6.45K$336.25K
Ciena CorporationCIEN6.59K$3.23M
Oklo Inc.OKLO6.81K$356.31K
CSX CorporationCSX6.81K$323.77K
MaxLinear, Inc.MXL6.96K$890.83K
QUALCOMM IncorporatedQCOM7.01K$1.3M
Uber Technologies, Inc.UBER7.02K$506.27K