Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Winmark CorporationWINA109$45.76K
Pathward Financial, Inc.CASH109$9.49K
Ero Copper Corp.ERO110$2.94K
The Andersons, Inc.ANDE110$7.56K
Aebi Schmidt Holding AGAEBI110$1.38K
Park Aerospace Corp.PKE110$4.2K
McGrath RentCorpMGRC111$13.43K
Proto Labs, Inc.PRLB112$9.13K
Plumas BancorpPLBC113$6.6K
Praxis Precision Medicines, Inc.PRAX114$38.17K
Ryman Hospitality Properties, Inc.RHP114$14.69K
Titan Machinery Inc.TITN115$2.43K
Blackbaud, Inc.BLKB116$3.44K
Groupon, Inc.GRPN117$2.81K
NWPX Infrastructure, Inc.NWPX117$17.55K
UniFirst CorporationUNF118$31.24K
CoreCivic, Inc.CXW118$3.58K
John Marshall Bancorp, Inc.JMSB119$2.6K
Liberty Capital CorporationGLIBK119$2.57K
Donegal Group Inc.DGICA119$2.25K