Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 235.53K | $69.49M |
 AT&T Inc. | T | 246.24K | $6.89M |
 Alphabet Inc. | GOOGL | 261.23K | $76.05M |
 Microsoft Corporation | MSFT | 262.13K | $97.1M |
 Walmart Inc. | WMT | 291.49K | $36.16M |
 Comcast Corporation | CMCSA | 318.06K | $9.1M |
 Pfizer Inc. | PFE | 321.37K | $8.93M |
 Rayonier Inc. REIT | RYN | 337.87K | $6.97M |
 Amazon.com, Inc. | AMZN | 342.41K | $72.22M |
 Verizon Communications Inc. | VZ | 381.79K | $19.07M |
 NVIDIA Corporation | NVDA | 419.17K | $74.76M |
 Blue Owl Technology Finance Corp. | OTF | 429.02K | $5.32M |
 Church & Dwight Co., Inc. | CHD | 558.78K | $52.15M |
 Apple Inc. | AAPL | 778.24K | $198.9M |