Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 22.19K | $2.14M |
 Emerson Electric Co. | EMR | 21.74K | $2.86M |
 Marten Transport, Ltd. | MRTN | 21.69K | $376.29K |
 GE Aerospace | GE | 21.41K | $6.28M |
 Omega Healthcare Investors, Inc. | OHI | 21.3K | $933.33K |
 BP p.l.c. | BP | 21.2K | $972.27K |
 American Electric Power Company, Inc. | AEP | 21.07K | $2.77M |
 CareTrust REIT, Inc. | CTRE | 21.04K | $771.27K |
 Shopify Inc. | SHOP | 20.98K | $2.49M |
 Flowserve Corporation | FLS | 20.95K | $1.54M |
 Lam Research Corporation | LRCX | 20.75K | $5.03M |
 Nuveen Select Tax-Free Income Portfolio | NXP | 20.72K | $297.36K |
 Viatris Inc. | VTRS | 20.47K | $279.15K |
 Microchip Technology Incorporated | MCHP | 20.39K | $1.33M |
 Rithm Capital Corp. | RITM | 20.37K | $193.05K |
 STERIS plc | STE | 20.36K | $4.5M |
 Amgen Inc. | AMGN | 20.04K | $7.06M |
 Adobe Inc. | ADBE | 19.95K | $4.84M |
 Boston Scientific Corporation | BSX | 19.79K | $1.19M |
 Newmont Corporation | NEM | 19.7K | $2.12M |