Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 46.65K | $3.4M |
 Best Buy Co., Inc. | BBY | 48.09K | $3.09M |
 Eaton Corporation plc | ETN | 48.36K | $17.42M |
 Lloyds Banking Group plc | LYG | 49.47K | $250.77K |
 Ford Motor Company | F | 49.73K | $596.23K |
 Marathon Petroleum Corporation | MPC | 51.61K | $12.61M |
 Bristol-Myers Squibb Company | BMY | 51.76K | $3.13M |
 ProShares UltraPro QQQ | TQQQ | 52.04K | $2.17M |
 Omnicom Group Inc. | OMC | 52.06K | $3.92M |
 Independent Bank Corp. | INDB | 52.33K | $3.94M |
 PepsiCo, Inc. | PEP | 52.46K | $8.12M |
 The Williams Companies, Inc. | WMB | 52.84K | $3.85M |
 Intel Corp. | INTC | 53.5K | $3.38M |
 International Business Machines Corporation | IBM | 53.82K | $13.1M |
 Analog Devices, Inc. | ADI | 54.24K | $17.28M |
 NIKE, Inc. | NKE | 55.34K | $2.91M |
 Altria Group, Inc. | MO | 56.1K | $3.76M |
 Abbott Laboratories | ABT | 56.3K | $5.76M |
 U.S. Bancorp | USB | 56.43K | $2.96M |
 Hewlett Packard Enterprise Company | HPE | 57K | $1.41M |