Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UnitedHealth Group Incorporated | UNH | 29.27K | $8.19M |
 Keurig Dr Pepper Inc. | KDP | 29.02K | $772.87K |
 Rocket Companies, Inc. | RKT | 28.83K | $422.95K |
 Freeport-McMoRan Inc. | FCX | 28.76K | $1.71M |
 Gilead Sciences, Inc. | GILD | 28.56K | $3.97M |
 McDonald's Corporation | MCD | 28.46K | $8.57M |
 Lowe's Companies, Inc. | LOW | 28.3K | $6.68M |
 CSX Corporation | CSX | 28.28K | $1.18M |
 O'Reilly Automotive, Inc. | ORLY | 28.26K | $2.61M |
 NXP Semiconductors N.V. | NXPI | 28.12K | $5.55M |
 Accenture plc | ACN | 27.87K | $5.51M |
 Banco Santander, S.A. | SAN | 27.74K | $322.76K |
 The AES Corporation | AES | 27.47K | $388.19K |
 WEC Energy Group, Inc. | WEC | 27.34K | $3.17M |
 Prosperity Bancshares, Inc. | PB | 27.23K | $1.83M |
 Sony Group Corporation | SONY | 27.22K | $558.92K |
 Suncor Energy Inc. | SU | 26.94K | $1.76M |
 Morgan Stanley | MS | 26.43K | $4.44M |
 Prospect Capital Corporation | PSEC | 26.42K | $62.58K |
 CVB Financial Corp. | CVBF | 26.09K | $506.16K |