Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Humana Inc.HUM612$243.64K
Everest Group, Ltd.EG613$218.98K
MACOM Technology Solutions Holdings, Inc.MTSI628$238.87K
Chemed CorporationCHE641$298.7K
Kinsale Capital Group, Inc.KNSL682$224.86K
FabrinetFN684$384.18K
RenaissanceRe Holdings Ltd.RNR702$222.46K
Teledyne Technologies IncorporatedTDY731$487.77K
Advanced Energy Industries, Inc.AEIS732$273.06K
Talen Energy CorporationTLN756$290.5K
Huntington Ingalls Industries, Inc.HII763$213.6K
Natera, Inc.NTRA777$210.92K
Illinois Tool Works Inc.ITW789$214.65K
RBC Bearings IncorporatedRBC804$517.82K
LPL Financial Holdings Inc.LPLA830$233.74K
Martin Marietta Materials, Inc.MLM860$496.07K
The Sherwin-Williams CompanySHW905$311.6K
WESCO International, Inc.WCC907$313.32K
Moog Inc.MOG-A916$388.29K
Bloom Energy CorporationBE917$277.58K