Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Regional Management Corp. | RM | 133 | $5.48K |
 US Foods Holding Corp. | USFD | 133 | $320.35K |
 NLI Holdings, Inc. | NL | 132 | $787 |
 Northrim BanCorp, Inc. | NRIM | 132 | $3.66K |
 U-Haul Holding Company | UHAL | 132 | $8.64K |
 Dillard's, Inc. | DDS | 131 | $69.46K |
 The First Bancorp, Inc. | FNLC | 130 | $4.53K |
 Republic Bancorp, Inc. | RBCAA | 129 | $11.66K |
 MVB Financial Corp. | MVBF | 129 | $3.74K |
 GATX Corporation | GATX | 129 | $22.87K |
 Wells Fargo & Company | WFC-PL | 128 | $148.1K |
 OrthoPediatrics Corp. | KIDS | 127 | $2.43K |
 Omeros Corporation | OMER | 127 | $1.21K |
 CG Oncology Inc. | CGON | 127 | $9.02K |
 ScanSource, Inc. | SCSC | 127 | $6.62K |
 EastGroup Properties, Inc. | EGP | 127 | $25.73K |
 Fidelity D & D Bancorp, Inc. | FDBC | 126 | $6.48K |
 Hippo Holdings Inc. | HIPO | 126 | $3.56K |
 Power Integrations, Inc. | POWI | 125 | $10.47K |
 Ponce Financial Group, Inc. | PDLB | 125 | $2.49K |