Stock Taper 
CURATED WEALTH PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Banner Corporation | BANR | 65K | $70.93K |
 CBIZ, Inc. | CBZ | 65K | $71.08K |
 CBL & Associates Properties, Inc. | CBL | 65K | $74.42K |
 CareDx, Inc | CDNA | 65K | $73.91K |
 Kite Realty Group Trust | KRG | 65K | $75.44K |
 Coastal Financial Corporation | CCB | 65K | $74.64K |
 Occidental Petroleum Corporation | OXY | 64.41K | $339.06K |
 Moody's Corporation | MCO | 63.89K | $502.31K |
 Braze, Inc. | BRZE | 62.61K | $62.61K |
 Brookfield Asset Management Ltd. | BAM | 61.46K | $204.75K |
 Lennar Corporation | LEN | 61.29K | $787.93K |
 Roper Technologies, Inc. | ROP | 60.93K | $60.88K |
 Littelfuse, Inc. | LFUS | 60.24K | $84.63K |
 Allegro MicroSystems, Inc. | ALGM | 60K | $63.31K |
 AGNC Investment Corp. | AGNC | 60K | $70.52K |
 AerCap Holdings N.V. | AER | 60K | $68.66K |
 Agree Realty Corporation | ADC | 60K | $63.42K |
 COPT Defense Properties | CDP | 60K | $66.53K |
 Acushnet Holdings Corp. | GOLF | 59.38K | $282.75K |
 Service Corporation International | SCI | 58.58K | $864.65K |