Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 6.62K | $2.87M |
 Chipotle Mexican Grill, Inc. | CMG | 6.56K | $223.18K |
 Avista Corporation | AVA | 6.56K | $268.4K |
 Matador Resources Company | MTDR | 6.42K | $319.42K |
 Capital One Financial Corporation | COF | 6.41K | $1.29M |
 A10 Networks, Inc. | ATEN | 6.28K | $234.7K |
 Cognex Corporation | CGNX | 6.27K | $453.78K |
 General Dynamics Corporation | GD | 6.12K | $2.17M |
 TechnipFMC plc | FTI | 6.09K | $403.7K |
 Kforce Inc. | KFRC | 6K | $281.39K |
 Portland General Electric Company | POR | 5.98K | $313.35K |
 UnitedHealth Group Incorporated | UNH | 5.94K | $2.47M |
 Shell plc | SHEL | 5.94K | $460.28K |
 Duke Energy Corporation | DUK | 5.93K | $750.47K |
 Marathon Petroleum Corporation | MPC | 5.91K | $1.51M |
 Mastercard Incorporated | MA | 5.79K | $2.97M |
 CarMax, Inc. | KMX | 5.79K | $306.07K |
 General Motors Company | GM | 5.78K | $445.32K |
 Valero Energy Corporation | VLO | 5.73K | $1.49M |
 Welltower Inc. | WELL | 5.73K | $1.3M |