Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Casey's General Stores, Inc.CASY5.34K$4.25M
Tenable Holdings, Inc.TENB5.35K$197.31K
Generac Holdings Inc.GNRC5.39K$1.58M
Peoples Bancorp Inc.PEBO5.4K$207.49K
Equifax Inc.EFX5.42K$859.66K
First Watch Restaurant Group, Inc.FWRG5.43K$69.95K
American States Water CompanyAWR5.43K$448.63K
Portland General Electric CompanyPOR5.44K$281.75K
Sandisk CorporationSNDK5.48K$12.46M
Laureate Education, Inc.LAUR5.5K$199.76K
Virgin Galactic Holdings, Inc.SPCE5.52K$15.94K
Expeditors International of Washington, Inc.EXPD5.52K$899.79K
Farmland Partners Inc.FPI5.53K$53.49K
Novocure LtdNVCR5.53K$83.78K
Crescent Capital BDC, Inc.CCAP5.53K$60.43K
Eos Energy Enterprises, Inc.EOSE5.54K$32.56K
SunCoke Energy, Inc.SXC5.55K$44.71K
Sonos, Inc.SONO5.57K$75.29K
Summit Hotel Properties, Inc.INN5.57K$39.06K
Associated Banc-CorpASB5.57K$171.48K