Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Willis Towers Watson Public Limited CompanyWTW195$50.97K
Primo Brands CorporationPRMB195$4.77K
Charles River Laboratories International, Inc.CRL196$44.45K
Incyte CorporationINCY196$22.22K
Regal Rexnord CorporationRRX196$46.69K
Okta, Inc.OKTA197$26.88K
Kadant Inc.KAI197$61.9K
AC AVALONBAY CMNTYS INCAVB199$37.55K
Onto Innovation Inc.ONTO199$75.31K
U.S. Physical Therapy, Inc.USPH200$13.74K
Ironwood Pharmaceuticals, Inc.IRWD201$846
Polaris Inc.PII202$13.82K
UFP Industries, Inc.UFPI204$18.51K
CTS CorporationCTS204$13.3K
Essex Property Trust, Inc.ESS206$60.07K
Utz Brands, Inc.UTZ208$1.6K
PPG Industries, Inc.PPG208$25.23K
Murphy USA Inc.MUSA209$112.62K
NNN REIT, Inc.NNN209$9.72K
Brown-Forman CorporationBF-B210$5.58K