Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lululemon Athletica Inc. | LULU | 5.29K | $809.44K |
 Edison International | EIX | 5.35K | $392.21K |
 EOG Resources, Inc. | EOG | 5.37K | $754.08K |
 Portland General Electric Company | POR | 5.39K | $284.43K |
 Royal Gold, Inc. | RGLD | 5.39K | $1.37M |
 Snowflake Inc. | SNOW | 5.4K | $860.03K |
 Moelis & Company | MC | 5.52K | $315.32K |
 Nutrien Ltd. | NTR | 5.52K | $394.74K |
 Agilent Technologies, Inc. | A | 5.52K | $632.69K |
 PACCAR Inc | PCAR | 5.56K | $643.34K |
 Vistra Corp. | VST | 5.61K | $869.1K |
 Avista Corporation | AVA | 5.61K | $225.39K |
 Sunoco LP | SUN | 5.78K | $376.61K |
 Applied Optoelectronics, Inc. | AAOI | 5.79K | $838.37K |
 American Tower Corporation | AMT | 5.85K | $1.01M |
 The Hartford Insurance Group, Inc. | HIG | 5.88K | $794.75K |
 Arch Capital Group Ltd. | ACGL | 5.93K | $569.04K |
 Eversource Energy | ES | 5.97K | $418.74K |
 Amcor plc | AMCR | 5.98K | $239.81K |
 Intuitive Surgical, Inc. | ISRG | 5.98K | $2.74M |