Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lennar CorporationLEN-B74$6.57K
Zoom Communications, Inc.ZM74$6.39K
Flowserve CorporationFLS74$5.49K
OceanFirst Financial Corp.OCFC74$1.45K
NU NUVALENT INCNUVL73$9.02K
Construction Partners, Inc.ROAD73$8.67K
FactSet Research Systems Inc.FDS73$16.8K
Movado Group, Inc.MOV73$2.87K
Herbalife Nutrition Ltd.HLF72$947
Zebra Technologies CorporationZBRA71$18.56K
Enviri CorporationNVRI71$1.56K
Dycom Industries, Inc.DY71$35.9K
CGI Inc.GIB71$4.58K
Clarivate PlcCLVT70$151
Morningstar, Inc.MORN70$10.92K
UiPath Inc.PATH70$761
EPR PropertiesEPR69$4K
Cirrus Logic, Inc.CRUS68$10.1K
Winnebago Industries, Inc.WGO68$2.12K
Nelnet, Inc.NNI68$9.07K