Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Old Republic International Corporation | ORI | 12.67K | $505.49K |
 AGNC Investment Corp. | AGNC | 12.52K | $129.35K |
 GE Vernova Inc. | GEV | 12.46K | $11.06M |
 Norfolk Southern Corporation | NSC | 12.33K | $3.54M |
 QXO, Inc. | QXO | 12.2K | $219.08K |
 GSK plc | GSK | 12.17K | $667.63K |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 12.07K | $248.38K |
 Cummins Inc. | CMI | 12.06K | $6.51M |
 Exelon Corporation | EXC | 11.92K | $581.41K |
 Danaher Corporation | DHR | 11.88K | $2.25M |
 Compass, Inc. | COMP | 11.86K | $87.06K |
 Antero Midstream Corporation | AM | 11.75K | $267.81K |
 HSBC Holdings plc | HSBC | 11.74K | $973.85K |
 Nasdaq, Inc. | NDAQ | 11.73K | $963.15K |
 SS&C Technologies Holdings, Inc. | SSNC | 11.58K | $779.85K |
 W. P. Carey Inc. | WPC | 11.54K | $798.33K |
 Conagra Brands, Inc. | CAG | 11.31K | $171.99K |
 Fox Corporation | FOXA | 11.3K | $651.76K |
 NiSource Inc | NI | 11.2K | $522.95K |
 Phillips 66 | PSX | 11.18K | $2.03M |