Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Westrock Coffee Company, LLCWEST2.66K$21.59K
Dana IncorporatedDAN2.66K$72.36K
Concentrix CorporationCNXC2.65K$59.46K
Fastly, Inc.FSLY2.63K$48.21K
Nomura Holdings, Inc.NMR2.62K$23.02K
Commvault Systems, Inc.CVLT2.62K$371.48K
The Bank of N.T. Butterfield & Son LimitedNTB2.62K$155.78K
TIM S.A.TIMB2.61K$55.95K
Core & Main, Inc.CNM2.6K$125.5K
Avient CorporationAVNT2.6K$96.1K
Chatham Lodging TrustCLDT2.6K$34.35K
Marten Transport, Ltd.MRTN2.58K$44.85K
Progyny, Inc.PGNY2.58K$74.5K
Outset Medical, Inc.OM2.58K$11.16K
Horizon Bancorp, Inc.HBNC2.58K$51.59K
Pegasystems Inc.PEGA2.58K$77.33K
CACI International IncCACI2.57K$1.19M
Cohen & Steers, Inc.CNS2.56K$195.15K
HDFC Bank LimitedHDB2.54K$65.71K
Smartstop Self Storage REIT IncSMA2.54K$82.46K