Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microchip Technology Incorporated | MCHP | 20.39K | $1.33M |
 Viatris Inc. | VTRS | 20.47K | $279.15K |
 Nuveen Select Tax-Free Income Portfolio | NXP | 20.72K | $297.36K |
 Lam Research Corporation | LRCX | 20.75K | $5.03M |
 Flowserve Corporation | FLS | 20.95K | $1.54M |
 Shopify Inc. | SHOP | 20.98K | $2.49M |
 CareTrust REIT, Inc. | CTRE | 21.04K | $771.27K |
 American Electric Power Company, Inc. | AEP | 21.07K | $2.77M |
 BP p.l.c. | BP | 21.2K | $972.27K |
 Omega Healthcare Investors, Inc. | OHI | 21.3K | $933.33K |
 GE Aerospace | GE | 21.41K | $6.28M |
 Marten Transport, Ltd. | MRTN | 21.69K | $376.29K |
 Emerson Electric Co. | EMR | 21.74K | $2.86M |
 The Southern Company | SO | 22.19K | $2.14M |
 Camping World Holdings, Inc. | CWH | 22.44K | $153.29K |
 Banc of California, Inc. | BANC | 22.48K | $395.15K |
 Synchrony Financial | SYF | 22.88K | $1.56M |
 Healthcare Realty Trust Incorporated | HR | 23.17K | $397.32K |
 Mastercard Incorporated | MA | 23.55K | $11.79M |
 Dell Technologies Inc. | DELL | 23.58K | $3.93M |