Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mistras Group, Inc. | MG | 351 | $6.13K |
 Seaport Entertainment Group Inc. | SEG | 353 | $9.39K |
 Spyre Therapeutics, Inc. | SYRE | 353 | $31.31K |
 Red River Bancshares, Inc. | RRBI | 354 | $32.31K |
 Clarus Corporation | CLAR | 356 | $1.12K |
 YETI Holdings, Inc. | YETI | 356 | $17.64K |
 SPX Technologies, Inc. | SPXC | 356 | $87.28K |
 Wolverine World Wide, Inc. | WWW | 358 | $5.91K |
 AeroVironment, Inc. | AVAV | 359 | $59.25K |
 Ballard Power Systems Inc. | BLDP | 360 | $1.4K |
 WD-40 Company | WDFC | 361 | $87.93K |
 McCormick & Company, Incorporated | MKC-V | 361 | $18.24K |
 NCR Atleos Corporation | NATL | 362 | $15.71K |
 Willdan Group, Inc. | WLDN | 362 | $28.63K |
 Diversified Healthcare Trust | DHC | 365 | $3.4K |
 Orange County Bancorp, Inc. | OBT | 365 | $13.43K |
 Carlisle Companies Incorporated | CSL | 367 | $133.09K |
 Dave Inc. | DAVE | 368 | $137.12K |
 TriCo Bancshares | TCBK | 368 | $19.82K |
 BRT Apartments Corp. | BRT | 369 | $5.67K |