Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ventas, Inc. | VTR | 10.26K | $916.15K |
 Manulife Financial Corporation | MFC | 10.18K | $412.55K |
 Skyworks Solutions, Inc. | SWKS | 10.03K | $680.11K |
 JPMorgan Chase & Co. | JPM | 9.98K | $3.27M |
 Arch Capital Group Ltd. | ACGL | 9.85K | $955.71K |
 TC Energy Corporation | TRP | 9.83K | $657.81K |
 Hewlett Packard Enterprise Company | HPE | 9.77K | $442.08K |
 Perimeter Solutions, Inc. | PRM | 9.76K | $348.03K |
 Shopify Inc. | SHOP | 9.48K | $1.08M |
 Southwest Airlines Co. | LUV | 9.45K | $487.54K |
 Brown-Forman Corporation | BF-B | 9.44K | $253.75K |
 Freeport-McMoRan Inc. | FCX | 9.31K | $585.78K |
 Crane NXT, Co. | CXT | 9.18K | $469.51K |
 Starbucks Corporation | SBUX | 9.17K | $937.26K |
 Enbridge Inc. | ENB | 9.06K | $491.25K |
 Excelerate Energy, Inc. | EE | 9K | $342K |
 APi Group Corporation | APG | 8.92K | $377.87K |
 CSX Corporation | CSX | 8.9K | $423.04K |
 The Procter & Gamble Company | PG | 8.72K | $1.28M |
 Intapp, Inc. | INTA | 8.72K | $219.88K |