Stock Taper

PENSIONMARK FINANCIAL GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX74.98K$15.21M
Blackstone Inc.BX76.43K$8.8M
Airbnb, Inc.ABNB76.74K$9.7M
SanofiSNY77.12K$3.71M
Applied Materials, Inc.AMAT77.92K$26.97M
ConocoPhillipsCOP78.3K$10.29M
Enterprise Products Partners L.P.EPD78.9K$2.96M
United Parcel Service, Inc.UPS80.52K$7.96M
IQVIA Holdings Inc.IQV82.4K$14.06M
The TJX Companies, Inc.TJX85.16K$13.56M
Unilever PLCUL87.3K$4.98M
Meta Platforms, Inc.META87.36K$49.93M
Starbucks CorporationSBUX87.63K$7.86M
Netflix, Inc.NFLX89.39K$8.29M
The Walt Disney CompanyDIS90K$8.68M
Energy Transfer LPET90.68K$1.75M
Tekla Life Sciences InvestorsHQL91.02K$1.48M
DexCom, Inc.DXCM92.74K$5.82M
Philip Morris International Inc.PM94.72K$15.73M
NextEra Energy, Inc.NEE98K$9.08M