Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hewlett Packard Enterprise Company | HPE | 9.77K | $442.08K |
 TC Energy Corporation | TRP | 9.83K | $657.81K |
 Arch Capital Group Ltd. | ACGL | 9.85K | $955.71K |
 JPMorgan Chase & Co. | JPM | 9.98K | $3.27M |
 Skyworks Solutions, Inc. | SWKS | 10.03K | $680.11K |
 Manulife Financial Corporation | MFC | 10.18K | $412.55K |
 Ventas, Inc. | VTR | 10.26K | $916.15K |
 Accenture plc | ACN | 10.39K | $1.29M |
 Loews Corporation | L | 10.42K | $1.18M |
 American Express Company | AXP | 10.48K | $3.54M |
 Carnival Corporation & plc | CCL | 10.51K | $300.27K |
 National Grid plc | NGG | 10.51K | $894.38K |
 Gen Digital Inc. | GEN | 10.56K | $262.94K |
 CVS Health Corp. | CVS | 10.76K | $1.11M |
 Berkshire Hathaway Inc. | BRK-B | 10.77K | $5.39M |
 ConocoPhillips | COP | 10.77K | $1.12M |
 NatWest Group plc | NWG | 10.79K | $190.3K |
 China Yuchai International Limited | CYD | 10.83K | $513.45K |
 QXO, Inc. | QXO | 10.92K | $188.72K |
 Home Bancshares, Inc. | HOMB | 10.98K | $313.41K |