Stock Taper

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Coinbase Global, Inc.COIN3.13K$456.84K
First Citizens BancShares, Inc.FCNCA3.1K$6.45M
TPG RE Finance Trust, Inc.TRTX3.08K$25.76K
Zoom Communications, Inc.ZM3.03K$261.78K
Zscaler, Inc.ZS3.02K$426.65K
Beta Bionics, Inc.BBNX3K$47.06K
Gladstone Investment Corp.GAIN3K$46.38K
Jones Lang LaSalle IncorporatedJLL2.98K$924.89K
Huntington Ingalls Industries, Inc.HII2.98K$834.32K
Vicor CorporationVICR2.98K$1.13M
Summit Hotel Properties, Inc.INN2.96K$20.78K
Dropbox, Inc.DBX2.94K$80.73K
Rumble Inc.RUM2.93K$18.59K
Sunoco LPSUN2.93K$197.71K
LPL Financial Holdings Inc.LPLA2.92K$823.62K
ASE Technology Holding Co., Ltd.ASX2.9K$130.97K
Simpson Manufacturing Co., Inc.SSD2.89K$604.6K
Tyson Foods, Inc.TSN2.89K$165.23K
Prospect Capital CorporationPSEC2.89K$6.67K
AecomACM2.86K$199.35K