Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cardinal Health, Inc. | CAH | 5.52K | $1.31M |
 U.S. Physical Therapy, Inc. | USPH | 5.52K | $379.07K |
 American International Group, Inc. | AIG | 5.53K | $412.47K |
 Diageo plc | DEO | 5.54K | $445.24K |
 Piper Sandler Companies | PIPR | 5.58K | $403.8K |
 Brookfield Infrastructure Corporation | BIPC | 5.65K | $217.63K |
 Affirm Holdings, Inc. | AFRM | 5.71K | $465.32K |
 Welltower Inc. | WELL | 5.73K | $1.3M |
 Valero Energy Corporation | VLO | 5.73K | $1.49M |
 General Motors Company | GM | 5.78K | $445.32K |
 CarMax, Inc. | KMX | 5.79K | $306.07K |
 Mastercard Incorporated | MA | 5.79K | $2.97M |
 Marathon Petroleum Corporation | MPC | 5.91K | $1.51M |
 Duke Energy Corporation | DUK | 5.93K | $750.47K |
 Shell plc | SHEL | 5.94K | $460.28K |
 UnitedHealth Group Incorporated | UNH | 5.94K | $2.47M |
 Portland General Electric Company | POR | 5.98K | $313.35K |
 Kforce Inc. | KFRC | 6K | $281.39K |
 TechnipFMC plc | FTI | 6.09K | $403.7K |
 General Dynamics Corporation | GD | 6.12K | $2.17M |