Stock Taper 
CENTER FOR FINANCIAL PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trustmark Corporation | TRMK | 1.5K | $69.02K |
 Eversource Energy | ES | 1.49K | $107.54K |
 The Southern Company | SO | 1.46K | $139.6K |
 Las Vegas Sands Corp. | LVS | 1.44K | $66.51K |
 Duke Energy Corporation | DUK | 1.44K | $182.02K |
 Oracle Corporation | ORCL | 1.43K | $209.27K |
 Amgen Inc. | AMGN | 1.35K | $488.66K |
 CVS Health Corp. | CVS | 1.34K | $138.73K |
 Medtronic plc | MDT | 1.32K | $103.34K |
 Rivian Automotive, Inc. | RIVN | 1.3K | $22.64K |
 Unum Group | UNM | 1.29K | $115.06K |
 MP Materials Corp. | MP | 1.27K | $70.91K |
 Meta Platforms, Inc. | META | 1.26K | $708.1K |
 Box, Inc. | BOX | 1.25K | $33.17K |
 Intel Corp. | INTC | 1.25K | $174.35K |
 Arthur J. Gallagher & Co. | AJG | 1.22K | $280.76K |
 Corteva, Inc. | CTVA | 1.22K | $103.11K |
 BP p.l.c. | BP | 1.21K | $44.71K |
 GE Aerospace | GE | 1.19K | $446.23K |
 Independence Realty Trust, Inc. | IRT | 1.13K | $18.93K |