Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UnitedHealth Group Incorporated | UNH | 5.63K | $2.34M |
 SAP SE | SAP | 5.63K | $867.49K |
 Vicor Corporation | VICR | 5.63K | $2.14M |
 The Walt Disney Company | DIS | 5.62K | $540.51K |
 Verisk Analytics, Inc. | VRSK | 5.55K | $995.85K |
 Yum! Brands, Inc. | YUM | 5.4K | $863.44K |
 Philip Morris International Inc. | PM | 5.36K | $969.13K |
 Lumentum Holdings Inc. | LITE | 5.32K | $4.56M |
 Thermo Fisher Scientific Inc. | TMO | 5.23K | $2.62M |
 Novartis AG | NVS | 5.2K | $814.32K |
 The Estée Lauder Companies Inc. | EL | 5.06K | $399.25K |
 Becton, Dickinson and Company | BDX | 4.94K | $747.87K |
 T-Mobile US, Inc. | TMUS | 4.88K | $819.03K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 4.86K | $1.85M |
 Cadence Design Systems, Inc. | CDNS | 4.45K | $1.67M |
 Wells Fargo & Company | WFC | 4.38K | $362.17K |
 Fabrinet | FN | 4.23K | $2.38M |
 Analog Devices, Inc. | ADI | 4.2K | $1.67M |
 The Home Depot, Inc. | HD | 4.05K | $1.43M |
 Truist Financial Corporation | TFC | 4.03K | $200.55K |