Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 16.55K | $2.43M |
 CBRE Group, Inc. | CBRE | 16.93K | $2.28M |
 Broadcom Inc. | AVGO | 17.09K | $6.45M |
 COMPASS Pathways plc | CMPS | 17.18K | $243.1K |
 Takeda Pharmaceutical Company Limited | TAK | 17.74K | $284.79K |
 Cisco Systems, Inc. | CSCO | 17.77K | $2.09M |
 Banco Santander, S.A. | SAN | 17.96K | $247.82K |
 U.S. Bancorp | USB | 18.01K | $1.1M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 18.1K | $8.66M |
 The Boeing Company | BA | 18.18K | $3.93M |
 ServiceNow, Inc. | NOW | 18.4K | $1.83M |
 Novo Nordisk A/S | NVO | 18.43K | $883.38K |
 British American Tobacco p.l.c. | BTI | 18.66K | $1.15M |
 Enterprise Products Partners L.P. | EPD | 18.86K | $693.13K |
 Bristol-Myers Squibb Company | BMY | 19.4K | $1.12M |
 UBS Group AG | UBS | 19.49K | $965.82K |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 20.07K | $479.09K |
 Dominion Energy, Inc. | D | 20.56K | $1.4M |
 Intel Corp. | INTC | 21.59K | $3.01M |
 BioCryst Pharmaceuticals, Inc. | BCRX | 21.93K | $219.26K |