Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Norfolk Southern CorporationNSC3.5K$1.1M
Cohen & Steers, Inc.CNS3.59K$273.56K
NRG Energy, Inc.NRG3.62K$529.32K
The Clorox CompanyCLX3.63K$346.86K
Fomento Económico Mexicano, S.A.B. de C.V.FMX3.66K$468.2K
Alcon Inc.ALC3.67K$246.46K
The Home Depot, Inc.HD3.69K$1.3M
United Parcel Service, Inc.UPS3.78K$406.1K
Phillips 66PSX3.79K$639.94K
Zoetis Inc.ZTS3.82K$274.23K
LeMaitre Vascular, Inc.LMAT3.82K$366.66K
Edwards Lifesciences CorporationEW3.83K$346.6K
Salesforce, Inc.CRM3.89K$610.53K
Applied Materials, Inc.AMAT3.9K$2.82M
Greif, Inc.GEF3.93K$294.91K
Expedia Group, Inc.EXPE3.94K$1.01M
AerCap Holdings N.V.AER3.96K$576.72K
Blackstone Inc.BX3.96K$465.98K
Target CorporationTGT3.98K$519.66K
Lennar CorporationLEN3.98K$360.57K