Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVR, Inc.NVR30$204.4K
Sandisk CorporationSNDK218$494.54K
Monolithic Power Systems, Inc.MPWR218$301.82K
Lumentum Holdings Inc.LITE234$200.36K
First Citizens BancShares, Inc.FCNCA252$523.79K
Casey's General Stores, Inc.CASY257$204.34K
Equinix, Inc.EQIX359$374.54K
W.W. Grainger, Inc.GWW360$490.14K
Cummins Inc.CMI411$292.84K
Elbit Systems Ltd.ESLT422$320.64K
Quanta Services, Inc.PWR436$313.58K
United Rentals, Inc.URI482$545.93K
Snap-on IncorporatedSNA505$203.27K
Comfort Systems USA, Inc.FIX511$1.01M
Lockheed Martin CorporationLMT528$269.17K
Elevance Health Inc.ELV546$211.07K
BlackRock, Inc.BLK559$537.51K
Teradyne, Inc.TER560$270.71K
MasTec, Inc.MTZ581$241.73K
Murphy USA Inc.MUSA589$317.19K