Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Valley National Bancorp | VLY | 148.57K | $1.83M |
 Bank of America Corporation | BAC | 146.34K | $7.23M |
 Medtronic plc | MDT | 142.68K | $12.34M |
 Johnson & Johnson | JNJ | 138.21K | $33.83M |
 Realty Income Corporation | O | 137.92K | $8.45M |
 Chipotle Mexican Grill, Inc. | CMG | 137.57K | $4.41M |
 iShares Defense Industrials Act | IDEF | 134.99K | $4.31M |
 Uber Technologies, Inc. | UBER | 122.76K | $8.83M |
 AbbVie Inc. | ABBV | 121.76K | $26.64M |
 Wells Fargo & Company | WFC | 117.32K | $9.35M |
 Citigroup Inc. | C | 110.15K | $12.91M |
 Visa Inc. | V | 110.11K | $33.37M |
 The Procter & Gamble Company | PG | 108.7K | $15.71M |
 Slide Insurance Holdings, Inc. Common Stock | SLDE | 100.84K | $1.82M |
 NextEra Energy, Inc. | NEE | 98K | $9.08M |
 Philip Morris International Inc. | PM | 94.72K | $15.73M |
 DexCom, Inc. | DXCM | 92.74K | $5.82M |
 Tekla Life Sciences Investors | HQL | 91.02K | $1.48M |
 Energy Transfer LP | ET | 90.68K | $1.75M |
 The Walt Disney Company | DIS | 90K | $8.68M |