Stock Taper 
CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Enphase Energy, Inc. | ENPH | 7.13K | $351.33K |
 The Coca-Cola Company | KO | 7.02K | $570.49K |
 Uber Technologies, Inc. | UBER | 7.02K | $506.27K |
 QUALCOMM Incorporated | QCOM | 7.01K | $1.3M |
 MaxLinear, Inc. | MXL | 6.96K | $890.83K |
 CSX Corporation | CSX | 6.81K | $323.77K |
 Oklo Inc. | OKLO | 6.81K | $356.31K |
 Ciena Corporation | CIEN | 6.59K | $3.23M |
 Alcoa Corporation | AA | 6.45K | $336.25K |
 Sunbelt Rentals Holdings Inc | SUNB | 6.41K | $479.38K |
 Walmart Inc. | WMT | 6.36K | $719.76K |
 Capital One Financial Corporation | COF | 6.3K | $1.26M |
 Circle Internet Group | CRCL | 6.24K | $391.06K |
 Visa Inc. | V | 6.16K | $2.11M |
 Lennar Corporation | LEN | 6.03K | $545.84K |
 Golar LNG Limited | GLNG | 5.96K | $297.05K |
 Fiserv, Inc. | FISV | 5.93K | $291.06K |
 AstraZeneca PLC | AZN | 5.86K | $1.1M |
 Danaher Corporation | DHR | 5.79K | $1.1M |
 TTM Technologies, Inc. | TTMI | 5.71K | $1.07M |