Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 100.84K | $1.82M |
 The Procter & Gamble Company | PG | 108.7K | $15.71M |
 Visa Inc. | V | 110.11K | $33.37M |
 Citigroup Inc. | C | 110.15K | $12.91M |
 Wells Fargo & Company | WFC | 117.32K | $9.35M |
 AbbVie Inc. | ABBV | 121.76K | $26.64M |
 Uber Technologies, Inc. | UBER | 122.76K | $8.83M |
 iShares Defense Industrials Act | IDEF | 134.99K | $4.31M |
 Chipotle Mexican Grill, Inc. | CMG | 137.57K | $4.41M |
 Realty Income Corporation | O | 137.92K | $8.45M |
 Johnson & Johnson | JNJ | 138.21K | $33.83M |
 Medtronic plc | MDT | 142.68K | $12.34M |
 Bank of America Corporation | BAC | 146.34K | $7.23M |
 Valley National Bancorp | VLY | 148.57K | $1.83M |
 The Coca-Cola Company | KO | 165.98K | $12.65M |
 Broadcom Inc. | AVGO | 174.25K | $55.49M |
 Alphabet Inc. | GOOG | 187.22K | $54.19M |
 The Charles Schwab Corporation | SCHW | 192.95K | $18.13M |
 Cisco Systems, Inc. | CSCO | 196.9K | $15.97M |
 Exxon Mobil Corporation | XOM | 227.79K | $38.65M |