Stock Taper

PENSIONMARK FINANCIAL GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Jack Henry & Associates, Inc.JKHY3.98K$628.6K
Yum! Brands, Inc.YUM4K$622.28K
Arrowhead Pharmaceuticals, Inc.ARWR4.01K$261.45K
nVent Electric plcNVT4.01K$493.66K
Ball CorporationBALL4.07K$240.44K
Graco Inc.GGG4.13K$349.14K
ATI Inc.ATI4.22K$657.45K
Coca-Cola Consolidated, Inc.COKE4.23K$810.73K
The Hershey CompanyHSY4.23K$865.06K
LyondellBasell Industries N.V.LYB4.23K$333.5K
SempraSRE4.38K$424.14K
Bank of MontrealBMO4.41K$597.12K
e.l.f. Beauty, Inc.ELF4.43K$269.5K
OGE Energy Corp.OGE4.46K$213.73K
Roper Technologies, Inc.ROP4.49K$1.59M
Alliant Energy CorporationLNT4.5K$323.8K
Cigna CorporationCI4.6K$1.23M
CorVel CorporationCRVL4.6K$251.67K
DTE Energy CompanyDTE4.73K$697.05K
Simon Property Group, Inc.SPG4.79K$906.25K