Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gilead Sciences, Inc. | GILD | 2.78K | $351.62K |
 RPM International Inc. | RPM | 2.79K | $310.55K |
 Western Digital Corporation | WDC | 2.81K | $1.8M |
 Rio Tinto Group | RIO | 2.84K | $269.55K |
 Crown Castle Inc. | CCI | 2.84K | $215.39K |
 Badger Meter, Inc. | BMI | 2.85K | $423.38K |
 Patrick Industries, Inc. | PATK | 2.89K | $259.42K |
 T. Rowe Price Group, Inc. | TROW | 2.92K | $332.57K |
 Arista Networks, Inc. | ANET | 2.95K | $501.57K |
 Wheaton Precious Metals Corp. | WPM | 2.96K | $332.58K |
 Expand Energy Corporation | EXE | 2.98K | $271.29K |
 Charter Communications, Inc. | CHTR | 2.98K | $423.93K |
 The Estée Lauder Companies Inc. | EL | 2.99K | $236.09K |
 ServisFirst Bancshares, Inc. | SFBS | 3.03K | $262.65K |
 Cigna Corporation | CI | 3.04K | $837.44K |
 Ingersoll Rand Inc. | IR | 3.05K | $250.02K |
 Johnson Controls International plc | JCI | 3.07K | $450.14K |
 Danaher Corporation | DHR | 3.14K | $599.57K |
 AAON, Inc. | AAON | 3.16K | $400.89K |
 Air Products and Chemicals, Inc. | APD | 3.19K | $935.92K |