Stock Taper 
PENSIONMARK FINANCIAL GROUP, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Newell Brands Inc. | NWL | 68.25K | $235.49K |
 Johnson Controls International plc | JCI | 67.86K | $8.91M |
 Oracle Corporation | ORCL | 67.47K | $9.92M |
 Merck & Co., Inc. | MRK | 65.71K | $7.94M |
 FS KKR Capital Corp. | FSK | 65.61K | $670.31K |
 Entergy Corporation | ETR | 64.31K | $7.23M |
 Marvell Technology, Inc. | MRVL | 63.48K | $6.63M |
 RTX Corporation | RTX | 62.55K | $12.07M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 62.51K | $22.13M |
 QUALCOMM Incorporated | QCOM | 61.98K | $8.02M |
 Flowers Foods, Inc. | FLO | 61.07K | $497.74K |
 Advanced Micro Devices, Inc. | AMD | 60.61K | $13.11M |
 Masco Corporation | MAS | 60.55K | $3.66M |
 Berkshire Hathaway Inc. | BRK-B | 57.02K | $27.41M |
 Hewlett Packard Enterprise Company | HPE | 57K | $1.41M |
 U.S. Bancorp | USB | 56.43K | $2.96M |
 Abbott Laboratories | ABT | 56.3K | $5.76M |
 Altria Group, Inc. | MO | 56.1K | $3.76M |
 NIKE, Inc. | NKE | 55.34K | $2.91M |
 Analog Devices, Inc. | ADI | 54.24K | $17.28M |