Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 31 | $22.26M |
 First Citizens BancShares, Inc. | FCNCA | 141 | $268.88K |
 Markel Corporation | MKL | 250 | $478.85K |
 Elbit Systems Ltd. | ESLT | 462 | $356.2K |
 Lumentum Holdings Inc. | LITE | 543 | $389.36K |
 Astera Labs, Inc. Common Stock | ALAB | 650 | $207.91K |
 Watsco, Inc. | WSO | 660 | $240.95K |
 Axon Enterprise, Inc. | AXON | 682 | $296.05K |
 Everest Group, Ltd. | EG | 693 | $227.91K |
 Curtiss-Wright Corporation | CW | 694 | $478.33K |
 Kinsale Capital Group, Inc. | KNSL | 718 | $244.99K |
 MSCI Inc. | MSCI | 718 | $387.79K |
 HCA Healthcare, Inc. | HCA | 722 | $330.56K |
 Texas Pacific Land Corporation | TPL | 733 | $323.24K |
 Carlisle Companies Incorporated | CSL | 734 | $245.58K |
 Regeneron Pharmaceuticals, Inc. | REGN | 737 | $543.64K |
 RenaissanceRe Holdings Ltd. | RNR | 738 | $220.29K |
 Hubbell Incorporated | HUBB | 739 | $363.01K |
 Clean Harbors, Inc. | CLH | 810 | $232.69K |
 Rockwell Automation, Inc. | ROK | 816 | $296.04K |