Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sensata Technologies Holding plc | ST | 3.53K | $168.33K |
 TriNet Group, Inc. | TNET | 3.53K | $174.6K |
 Artisan Partners Asset Management Inc. | APAM | 3.55K | $122.46K |
 Roper Technologies, Inc. | ROP | 3.55K | $1.2M |
 Veeva Systems Inc. | VEEV | 3.56K | $631.7K |
 Upbound Group, Inc. | UPBD | 3.57K | $75.68K |
 Liberty Latin America Ltd. | LILA | 3.57K | $28.02K |
 Vital Farms, Inc. | VITL | 3.58K | $41.59K |
 Agilon Health, Inc. | AGL | 3.58K | $383.7K |
 ORIX Corporation | IX | 3.58K | $136.25K |
 Resources Connection, Inc. | RGP | 3.59K | $15.27K |
 Empire State Realty Trust, Inc. | ESRT | 3.6K | $19.46K |
 Apyx Medical Corporation | APYX | 3.6K | $16.16K |
 Xperi Inc. | XPER | 3.63K | $29.87K |
 AutoNation, Inc. | AN | 3.64K | $675.93K |
 KKR Real Estate Finance Trust Inc. | KREF | 3.65K | $24.93K |
 Hanmi Financial Corporation | HAFC | 3.66K | $118.53K |
 MasterBrand, Inc. | MBC | 3.67K | $37.75K |
 Parker-Hannifin Corporation | PH | 3.67K | $3.59M |
 Evercore Inc. | EVR | 3.69K | $1.26M |