Stock Taper 
CENTER FOR FINANCIAL PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Heartflow, Inc. Common Stock | HTFL | 268 | $7.86K |
 Costco Wholesale Corporation | COST | 282 | $263.8K |
 Mercantile Bank Corporation | MBWM | 283 | $16.25K |
 Intuit Inc. | INTU | 283 | $73.86K |
 General Motors Company | GM | 284 | $21.89K |
 Palo Alto Networks, Inc. | PANW | 294 | $100.26K |
 American International Group, Inc. | AIG | 300 | $22.36K |
 Mastercard Incorporated | MA | 300 | $154.08K |
 GE HealthCare Technologies Inc. | GEHC | 309 | $19.78K |
 Lithium Americas Corp. | LAC | 321 | $1.24K |
 Intercontinental Exchange, Inc. | ICE | 325 | $40.03K |
 WEC Energy Group, Inc. | WEC | 333 | $38.88K |
 Celestica Inc. | CLS | 338 | $123.3K |
 Synchrony Financial | SYF | 340 | $25.88K |
 Butterfly Network, Inc. | BFLY | 344 | $2.9K |
 DoorDash, Inc. | DASH | 345 | $63.66K |
 Conagra Brands, Inc. | CAG | 349 | $4.7K |
 Elevance Health Inc. | ELV | 349 | $134.97K |
 Essex Property Trust, Inc. | ESS | 350 | $102.06K |
 Caterpillar Inc. | CAT | 351 | $373.78K |