Stock Taper

CIRCLE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amgen Inc.AMGN1.54K$558.5K
Raymond James Financial, Inc.RJF1.49K$226.98K
FedEx Freight Holding Company, Inc.FDXF1.46K$220.76K
Eaton Corporation plcETN1.39K$591.88K
Chevron CorporationCVX1.34K$221.46K
State Street CorporationSTT1.26K$213.7K
Stryker CorporationSYK1.24K$391.35K
Regeneron Pharmaceuticals, Inc.REGN1.22K$761.34K
MercadoLibre, Inc.MELI1.2K$2.04M
Saia, Inc.SAIA1.19K$500.34K
Adobe Inc.ADBE1.16K$238.64K
Honeywell International Inc.HON1.05K$234.87K
Ecolab Inc.ECL975$271.69K
TransDigm Group IncorporatedTDG943$1.26M
Elevance Health Inc.ELV931$360.05K
Steel Dynamics, Inc.STLD900$206.51K
Martin Marietta Materials, Inc.MLM803$463.09K
BlackRock, Inc.BLK779$749.05K
Lockheed Martin CorporationLMT768$391.42K
Dell Technologies Inc.DELL724$312.55K