Stock Taper 
GLADSTONE INSTITUTIONAL ADVISORY LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PureCycle Technologies, Inc. | PCT | 3.6M | $29.18M |
 NVIDIA Corporation | NVDA | 423.42K | $84.72M |
 Apple Inc. | AAPL | 283.79K | $82.12M |
 CSX Corporation | CSX | 213.28K | $10.14M |
 Amazon.com, Inc. | AMZN | 200.32K | $47.74M |
 Newell Brands Inc. | NWL | 149.2K | $916.1K |
 Infleqtion Inc | INFQ | 126.55K | $1.69M |
 Verizon Communications Inc. | VZ | 124.79K | $5.28M |
 Cisco Systems, Inc. | CSCO | 116.78K | $13.72M |
 Energy Transfer LP | ET | 114.17K | $2.18M |
 Exxon Mobil Corporation | XOM | 113.01K | $15.45M |
 Microsoft Corporation | MSFT | 102.75K | $38.33M |
 Walmart Inc. | WMT | 100.32K | $11.36M |
 Bank of America Corporation | BAC | 97.87K | $5.58M |
 Alphabet Inc. | GOOGL | 94K | $33.59M |
 Calamos Autocallable Growth ETF | CAGE | 92.39K | $2.56M |
 AT&T Inc. | T | 90.22K | $1.87M |
 Merck & Co., Inc. | MRK | 84.89K | $10.91M |
 Helen of Troy Limited | HELE | 78.19K | $2.27M |
 Pfizer Inc. | PFE | 78.1K | $1.88M |