Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Houlihan Lokey, Inc.HLI3.79K$509.1K
Cogent Communications Holdings, Inc.CCOI3.79K$52.65K
Arrow Electronics, Inc.ARW3.79K$808.67K
Martin Marietta Materials, Inc.MLM3.78K$2.18M
Paylocity Holding CorporationPCTY3.77K$394.6K
Jacobs Solutions Inc.J3.77K$474.45K
Crane CompanyCR3.75K$836.88K
Cognizant Technology Solutions CorporationCTSH3.72K$143.98K
Columbia Banking System, Inc.COLB3.72K$119.14K
Zscaler, Inc.ZS3.71K$523.32K
Kelly Services, Inc.KELYA3.71K$45.49K
New Mountain Finance CorporationNMFC3.7K$26.53K
EPR PropertiesEPR3.7K$214.4K
NCR Voyix CorporationVYX3.69K$30.19K
Evercore Inc.EVR3.69K$1.26M
Parker-Hannifin CorporationPH3.67K$3.59M
MasterBrand, Inc.MBC3.67K$37.75K
Hanmi Financial CorporationHAFC3.66K$118.53K
KKR Real Estate Finance Trust Inc.KREF3.65K$24.93K
AutoNation, Inc.AN3.64K$675.93K