PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GERN | 1.03M | $1.54M |
 | AAPL | 870K | $220.83M |
 | CHD | 559K | $52.14M |
 | NVDA | 478K | $83.41M |
 | OTF | 429K | $5.32M |
 | VZ | 428K | $21.46M |
 | AMZN | 382K | $79.55M |
 | PFE | 359K | $10.08M |
 | CMCSA | 339K | $9.73M |
 | RYN | 339K | $6.98M |
 | T | 335K | $9.70M |
 | WMT | 304K | $37.77M |
 | XOM | 285K | $48.42M |
 | MSFT | 280K | $103.83M |
 | GOOGL | 271K | $77.79M |
 | JPM | 241K | $70.87M |
 | ANGX | 231K | $704.82K |
 | O | 219K | $13.40M |
 | VLY | 199K | $2.45M |
 | BAC | 197K | $9.60M |
Geron Corporation
GERN
Shares Held
1.03M
Value
$1.54M
Apple Inc.
AAPL
Shares Held
870K
Value
$220.83M
Church & Dwight Co., Inc.
CHD
Shares Held
559K
Value
$52.14M
NVIDIA Corporation
NVDA
Shares Held
478K
Value
$83.41M
Blue Owl Technology Finance Corp.
OTF
Shares Held
429K
Value
$5.32M
Verizon Communications Inc.
VZ
Shares Held
428K
Value
$21.46M
Amazon.com, Inc.
AMZN
Shares Held
382K
Value
$79.55M
Pfizer Inc.
PFE
Shares Held
359K
Value
$10.08M
Comcast Corporation
CMCSA
Shares Held
339K
Value
$9.73M
Rayonier Inc.
RYN
Shares Held
339K
Value
$6.98M
AT&T Inc.
T
Shares Held
335K
Value
$9.70M
Walmart Inc.
WMT
Shares Held
304K
Value
$37.77M
Exxon Mobil Corporation
XOM
Shares Held
285K
Value
$48.42M
Microsoft Corporation
MSFT
Shares Held
280K
Value
$103.83M
Alphabet Inc.
GOOGL
Shares Held
271K
Value
$77.79M
JPMorgan Chase & Co.
JPM
Shares Held
241K
Value
$70.87M
Angel Studios, Inc.
ANGX
Shares Held
231K
Value
$704.82K
Realty Income Corporation
O
Shares Held
219K
Value
$13.40M
Valley National Bancorp
VLY
Shares Held
199K
Value
$2.45M
Bank of America Corporation
BAC
Shares Held
197K
Value
$9.60M