Stock Taper 
PINNACLE WEALTH PLANNING SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Okta, Inc. | OKTA | 197 | $26.88K |
 Kadant Inc. | KAI | 197 | $61.9K |
 Regal Rexnord Corporation | RRX | 196 | $46.69K |
 Incyte Corporation | INCY | 196 | $22.22K |
 Charles River Laboratories International, Inc. | CRL | 196 | $44.45K |
 Willis Towers Watson Public Limited Company | WTW | 195 | $50.97K |
 Primo Brands Corporation | PRMB | 195 | $4.77K |
 Helios Technologies, Inc. | HLIO | 194 | $17.32K |
 Golub Capital BDC, Inc. | GBDC | 193 | $2.49K |
 Public Storage | PSA | 193 | $61.43K |
 Zscaler, Inc. | ZS | 192 | $27.1K |
 GoDaddy Inc. | GDDY | 191 | $16.21K |
 Valaris Limited | VAL | 190 | $13.79K |
 Elbit Systems Ltd. | ESLT | 190 | $144.16K |
 Edison International | EIX | 189 | $14.03K |
 Targa Resources Corp. | TRGP | 189 | $50.68K |
 Ares Management Corporation | ARES | 188 | $20.93K |
 Ryan Specialty Holdings, Inc. | RYAN | 187 | $7.06K |
 Equitable Holdings, Inc. | EQH | 187 | $8.21K |
 Monolithic Power Systems, Inc. | MPWR | 187 | $258.5K |