Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marvell Technology, Inc. | MRVL | 1.09K | $323.51K |
 Valmont Industries, Inc. | VMI | 1.07K | $619.12K |
 Trane Technologies plc | TT | 1.06K | $523.06K |
 Parker-Hannifin Corporation | PH | 985 | $963.31K |
 Caterpillar Inc. | CAT | 984 | $1.05M |
 Ross Stores, Inc. | ROST | 947 | $201.65K |
 EMCOR Group, Inc. | EME | 930 | $772.09K |
 Bloom Energy Corporation | BE | 917 | $277.58K |
 Moog Inc. | MOG-A | 916 | $388.29K |
 WESCO International, Inc. | WCC | 907 | $313.32K |
 The Sherwin-Williams Company | SHW | 905 | $311.6K |
 Martin Marietta Materials, Inc. | MLM | 860 | $496.07K |
 LPL Financial Holdings Inc. | LPLA | 830 | $233.74K |
 RBC Bearings Incorporated | RBC | 804 | $517.82K |
 Illinois Tool Works Inc. | ITW | 789 | $214.65K |
 Natera, Inc. | NTRA | 777 | $210.92K |
 Huntington Ingalls Industries, Inc. | HII | 763 | $213.6K |
 Talen Energy Corporation | TLN | 756 | $290.5K |
 Advanced Energy Industries, Inc. | AEIS | 732 | $273.06K |
 Teledyne Technologies Incorporated | TDY | 731 | $487.77K |