Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nasdaq, Inc. | NDAQ | 11.73K | $963.15K |
 HSBC Holdings plc | HSBC | 11.74K | $973.85K |
 Antero Midstream Corporation | AM | 11.75K | $267.81K |
 Compass, Inc. | COMP | 11.86K | $87.06K |
 Danaher Corporation | DHR | 11.88K | $2.25M |
 Exelon Corporation | EXC | 11.92K | $581.41K |
 Cummins Inc. | CMI | 12.06K | $6.51M |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 12.07K | $248.38K |
 GSK plc | GSK | 12.17K | $667.63K |
 QXO, Inc. | QXO | 12.2K | $219.08K |
 Norfolk Southern Corporation | NSC | 12.33K | $3.54M |
 GE Vernova Inc. | GEV | 12.46K | $11.06M |
 AGNC Investment Corp. | AGNC | 12.52K | $129.35K |
 Old Republic International Corporation | ORI | 12.67K | $505.49K |
 Veeva Systems Inc. | VEEV | 12.71K | $2.23M |
 Archer Aviation Inc. | ACHR | 12.73K | $65.83K |
 The Boeing Company | BA | 12.78K | $2.57M |
 Viking Holdings Ltd | VIK | 12.79K | $1.23M |
 Rio Tinto Group | RIO | 12.83K | $1.2M |
 Digital Realty Trust, Inc. | DLR | 12.87K | $2.32M |