Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CNA Financial CorporationCNA2.86K$138.92K
Portillo's Inc.PTLO2.86K$13.54K
GCM Grosvenor Inc.GCMG2.84K$34.88K
EZCORP, Inc.EZPW2.83K$97.94K
Magnolia Oil & Gas CorporationMGY2.82K$72.13K
Sunoco LPSUN2.82K$190.22K
EA ELECTRONIC ARTS INCEA2.81K$577.02K
Cytek Biosciences, Inc.CTKB2.81K$12.46K
Kilroy Realty CorporationKRC2.81K$105.25K
LPL Financial Holdings Inc.LPLA2.81K$790.92K
Blend Labs, Inc.BLND2.8K$4.79K
Lincoln Electric Holdings, Inc.LECO2.79K$742.14K
Critical Metals Corp.CRML2.79K$28.64K
Camping World Holdings, Inc.CWH2.79K$21.31K
Cognyte Software Ltd.CGNT2.79K$24.48K
Ares Commercial Real Estate CorporationACRE2.79K$12.55K
Appian CorporationAPPN2.77K$63.41K
Kiniksa Pharmaceuticals International, plcKNSA2.76K$176.7K
HEICO CorporationHEI2.76K$984.52K
Ferguson plcFERG2.76K$654.12K