Stock Taper

CIRCLE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Micron Technology, Inc.MU3.95K$4.56M
S&P Global Inc.SPGI3.75K$1.53M
AppLovin CorporationAPP3.42K$1.76M
Royal Caribbean Cruises Ltd.RCL3.4K$1.08M
Marvell Technology, Inc.MRVL3.37K$1.01M
Boyd Gaming CorporationBYD3.35K$295.91K
Air Products and Chemicals, Inc.APD3.24K$950.49K
Intuitive Surgical, Inc.ISRG3.23K$1.28M
Blackstone Inc.BX3.21K$377.84K
Caterpillar Inc.CAT3.2K$3.4M
Morgan StanleyMS3.17K$663.05K
AbbVie Inc.ABBV3.03K$761.72K
FedEx CorporationFDX2.93K$917.16K
Arthur J. Gallagher & Co.AJG2.81K$646.24K
McDonald's CorporationMCD2.71K$731.43K
ASML Holding N.V.ASML2.68K$5.33M
Rockwell Automation, Inc.ROK2.66K$1.32M
CVS Health Corp.CVS2.63K$272.5K
Aon plcAON2.62K$869.61K
PepsiCo, Inc.PEP2.57K$347.75K