Stock Taper

CENTER FOR FINANCIAL PLANNING, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Public StoragePSA686$218.36K
Enbridge Inc.ENB695$37.68K
Howmet Aerospace Inc.HWM700$188.2K
Rockwell Automation, Inc.ROK707$350.02K
CSX CorporationCSX720$34.22K
Constellation Energy CorporationCEG722$179.32K
Cummins Inc.CMI727$518.5K
Applied Materials, Inc.AMAT748$541K
Repligen CorporationRGEN755$103.01K
Otis Worldwide CorporationOTIS755$54.06K
Piedmont Office Realty Trust, Inc.PDM756$6.92K
MetLife, Inc.MET778$65.83K
Community Bank System, Inc.CBU780$52.35K
CoreWeave, Inc. Class A Common StockCRWV790$78.64K
FB Financial CorporationFBK800$44.28K
State Street CorporationSTT800$135.68K
Starwood Property Trust, Inc.STWD805$13.19K
Nucor CorporationNUE822$183.1K
The Boeing CompanyBA829$179.45K
CarMax, Inc.KMX850$44.96K