Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UBS Group AG | UBS | 6.75K | $270.58K |
 Moderna, Inc. | MRNA | 6.78K | $344.94K |
 Waters Corporation | WAT | 6.8K | $2.03M |
 The Toro Company | TTC | 6.91K | $645.69K |
 Solstice Advanced Materials Inc. | SOLS | 6.91K | $528.83K |
 Prudential Financial, Inc. | PRU | 6.92K | $688.98K |
 Vertiv Holdings Co | VRT | 6.92K | $1.83M |
 Westinghouse Air Brake Technologies Corporation | WAB | 7.12K | $1.78M |
 Sonida Senior Living, Inc. | SNDA | 7.18K | $242.23K |
 Teva Pharmaceutical Industries Limited | TEVA | 7.23K | $218.26K |
 CrowdStrike Holdings, Inc. | CRWD | 7.28K | $3.22M |
 Broadridge Financial Solutions, Inc. | BR | 7.36K | $1.19M |
 CoStar Group, Inc. | CSGP | 7.39K | $295.01K |
 Royal Bank of Canada | RY | 7.44K | $1.21M |
 Targa Resources Corp. | TRGP | 7.46K | $1.87M |
 Cardinal Health, Inc. | CAH | 7.47K | $1.62M |
 Mueller Water Products, Inc. | MWA | 7.59K | $208.09K |
 Jackson Financial Inc. | JXN | 7.61K | $784.08K |
 McKesson Corporation | MCK | 7.62K | $6.53M |
 Xcel Energy Inc. | XEL | 7.69K | $611.27K |