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INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Performance Food Group CoPFGC3.33K$372.37K
FuelCell Energy, Inc.FCEL3.34K$120.17K
Embecta Corp.EMBC3.34K$10.89K
CVR Energy, Inc.CVI3.34K$92.03K
Terex CorporationTEX3.34K$242.07K
Plains GP Holdings LPPAGP3.35K$81.31K
Syndax Pharmaceuticals, Inc.SNDX3.35K$73.25K
Apollo Commercial Real Estate Finance, Inc.ARI3.36K$35.84K
Simpson Manufacturing Co., Inc.SSD3.36K$703.62K
STERIS plcSTE3.36K$708.39K
Tripadvisor, Inc.TRIP3.37K$46.16K
Definium Therapeutics, Inc.DFTX3.38K$158.81K
Calix, Inc.CALX3.38K$126.07K
Methode Electronics, Inc.MEI3.38K$64.16K
MongoDB, Inc.MDB3.38K$1.14M
Emergent BioSolutions Inc.EBS3.4K$28.52K
Innovative Industrial Properties, Inc.IIPR3.4K$210.87K
Monolithic Power Systems, Inc.MPWR3.4K$4.71M
Banc of California, Inc.BANC3.41K$69.63K
Old Dominion Freight Line, Inc.ODFL3.42K$740.22K