Stock Taper

CURATED WEALTH PARTNERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Agree Realty CorporationADC60K$63.42K
COPT Defense PropertiesCDP60K$66.53K
Allegro MicroSystems, Inc.ALGM60K$63.31K
AerCap Holdings N.V.AER60K$68.66K
Littelfuse, Inc.LFUS60.24K$84.63K
Roper Technologies, Inc.ROP60.93K$60.88K
Lennar CorporationLEN61.29K$787.93K
Brookfield Asset Management Ltd.BAM61.46K$204.75K
Braze, Inc.BRZE62.61K$62.61K
Moody's CorporationMCO63.89K$502.31K
Occidental Petroleum CorporationOXY64.41K$339.06K
CareDx, IncCDNA65K$73.91K
Kinsale Capital Group, Inc.KNSL65K$71.54K
Kite Realty Group TrustKRG65K$75.44K
Coastal Financial CorporationCCB65K$74.64K
CBIZ, Inc.CBZ65K$71.08K
CBL & Associates Properties, Inc.CBL65K$74.42K
Banner CorporationBANR65K$70.93K
Karman Holdings Inc.KRMN65.02K$75.61K
Kemper CorporationKMPR65.3K$72.33K