Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morningstar, Inc. | MORN | 2.35K | $365.9K |
 Ecolab Inc. | ECL | 2.32K | $649.25K |
 IRadimed Corporation | IRMD | 2.31K | $220.86K |
 Waste Management, Inc. | WM | 2.3K | $513.43K |
 SAP SE | SAP | 2.27K | $350.61K |
 DaVita Inc. | DVA | 2.27K | $505.03K |
 Becton, Dickinson and Company | BDX | 2.26K | $342.33K |
 Analog Devices, Inc. | ADI | 2.25K | $893.03K |
 Standex International Corporation | SXI | 2.23K | $796.7K |
 Autodesk, Inc. | ADSK | 2.2K | $428.11K |
 Paychex, Inc. | PAYX | 2.19K | $215.77K |
 Atmos Energy Corporation | ATO | 2.19K | $377.66K |
 Apollo Global Management, Inc. | APO | 2.19K | $259K |
 American Tower Corporation | AMT | 2.18K | $359.96K |
 AppLovin Corporation | APP | 2.17K | $1.12M |
 Eaton Corporation plc | ETN | 2.16K | $920.84K |
 Qnity Electronics, Inc. | Q | 2.14K | $349.16K |
 Arthur J. Gallagher & Co. | AJG | 2.13K | $489.86K |
 Vertiv Holdings Co | VRT | 2.13K | $712.1K |
 Esquire Financial Holdings, Inc. | ESQ | 2.12K | $252.66K |