Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EMCOR Group, Inc. | EME | 930 | $772.09K |
 Ross Stores, Inc. | ROST | 947 | $201.65K |
 Caterpillar Inc. | CAT | 984 | $1.05M |
 Parker-Hannifin Corporation | PH | 985 | $963.31K |
 Trane Technologies plc | TT | 1.06K | $523.06K |
 Valmont Industries, Inc. | VMI | 1.07K | $619.12K |
 Marvell Technology, Inc. | MRVL | 1.09K | $323.51K |
 Stryker Corporation | SYK | 1.09K | $343.28K |
 Cadence Design Systems, Inc. | CDNS | 1.09K | $408.91K |
 Dell Technologies Inc. | DELL | 1.11K | $478.68K |
 Curtiss-Wright Corporation | CW | 1.13K | $854.3K |
 Marriott International, Inc. | MAR | 1.13K | $420.25K |
 Northrop Grumman Corporation | NOC | 1.14K | $581.65K |
 Acuity Brands, Inc. | AYI | 1.16K | $435.82K |
 Littelfuse, Inc. | LFUS | 1.19K | $539.48K |
 EastGroup Properties, Inc. | EGP | 1.19K | $243.21K |
 Royal Caribbean Cruises Ltd. | RCL | 1.21K | $384.74K |
 Installed Building Products, Inc. | IBP | 1.22K | $280.07K |
 MSCI Inc. | MSCI | 1.24K | $693.21K |
 Cintas Corporation | CTAS | 1.27K | $215.57K |