Stock Taper

PERSONAL CFO SOLUTIONS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Texas Instruments IncorporatedTXN3.26K$970.83K
Kodiak Gas Services, Inc.KGS3.25K$243.97K
Waste Connections, Inc.WCN3.23K$538.73K
Amgen Inc.AMGN3.22K$1.17M
Airbnb, Inc.ABNB3.21K$459.64K
Quest Diagnostics IncorporatedDGX3.2K$677.92K
Marsh & McLennan Companies, Inc.MRSH3.19K$532.57K
Air Products and Chemicals, Inc.APD3.19K$935.92K
AAON, Inc.AAON3.16K$400.89K
Danaher CorporationDHR3.14K$599.57K
Johnson Controls International plcJCI3.07K$450.14K
Ingersoll Rand Inc.IR3.05K$250.02K
Cigna CorporationCI3.04K$837.44K
ServisFirst Bancshares, Inc.SFBS3.03K$262.65K
The Estée Lauder Companies Inc.EL2.99K$236.09K
Charter Communications, Inc.CHTR2.98K$423.93K
Expand Energy CorporationEXE2.98K$271.29K
Wheaton Precious Metals Corp.WPM2.96K$332.58K
Arista Networks, Inc.ANET2.95K$501.57K
T. Rowe Price Group, Inc.TROW2.92K$332.57K