Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cincinnati Financial Corporation | CINF | 30.39K | $4.78M |
 Raymond James Financial, Inc. | RJF | 30.79K | $4.46M |
 Becton, Dickinson and Company | BDX | 31.03K | $4.88M |
 Duke Energy Corporation | DUK | 31.5K | $4.11M |
 Check Point Software Technologies Ltd. | CHKP | 31.7K | $4.53M |
 Enbridge Inc. | ENB | 32.45K | $1.76M |
 Trane Technologies plc | TT | 32.75K | $13.69M |
 Corning Inc | GLW | 32.79K | $5M |
 Affirm Holdings, Inc. | AFRM | 32.89K | $1.51M |
 Fifth Third Bancorp | FITB | 33.3K | $1.57M |
 Edwards Lifesciences Corporation | EW | 33.69K | $2.7M |
 Abrdn Healthcare Investors | HQH | 34.26K | $609.47K |
 SoFi Technologies, Inc. | SOFI | 34.63K | $553.71K |
 Diamondback Energy, Inc. | FANG | 35.53K | $7.02M |
 Fiserv, Inc. | FISV | 35.6K | $1.99M |
 OPKO Health, Inc. | OPK | 36.17K | $41.23K |
 Public Service Enterprise Group Incorporated | PEG | 36.36K | $2.95M |
 Chubb Limited | CB | 36.38K | $11.88M |
 DiaMedica Therapeutics Inc. | DMAC | 36.98K | $250.32K |
 Regions Financial Corporation | RF | 37.15K | $990.17K |