Stock Taper

CIRCLE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Booking Holdings Inc.BKNG2.4K$427.78K
ServiceNow, Inc.NOW2.26K$224.07K
Amphenol CorporationAPH2.23K$393.37K
Applied Materials, Inc.AMAT2.23K$1.61M
Sandisk CorporationSNDK2.21K$5.03M
Welltower Inc.WELL2.21K$501.55K
Cintas CorporationCTAS2.11K$359.21K
Humana Inc.HUM2.1K$832.57K
Costco Wholesale CorporationCOST2.08K$1.95M
Moody's CorporationMCO1.99K$899.05K
Deere & CompanyDE1.97K$1.25M
SBA Communications CorporationSBAC1.94K$343.04K
Exxon Mobil CorporationXOM1.94K$265.52K
Aflac IncorporatedAFL1.9K$222.28K
The PNC Financial Services Group, Inc.PNC1.88K$463.09K
Waters CorporationWAT1.86K$697.95K
The Sherwin-Williams CompanySHW1.68K$578.8K
CBRE Group, Inc.CBRE1.6K$216.04K
Marathon Petroleum CorporationMPC1.56K$399.36K
DoorDash, Inc.DASH1.55K$286.39K