Stock Taper 
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CSX Corporation | CSX | 13.32K | $633.14K |
 Lockheed Martin Corporation | LMT | 12.51K | $6.38M |
 AT&T Inc. | T | 12.45K | $257.8K |
 Ross Stores, Inc. | ROST | 11.07K | $2.36M |
 Public Storage | PSA | 10.55K | $3.36M |
 Enterprise Products Partners L.P. | EPD | 10.37K | $381.31K |
 MPLX Lp | MPLX | 9.92K | $559.04K |
 Accenture plc | ACN | 9.17K | $1.14M |
 Alphabet Inc. | GOOGL | 9.1K | $3.25M |
 Wells Fargo & Company | WFC | 8.88K | $734.01K |
 Microsoft Corporation | MSFT | 7.93K | $2.96M |
 JPMorgan Chase & Co. | JPM | 7.83K | $2.56M |
 The Procter & Gamble Company | PG | 7.03K | $1.03M |
 Mastercard Incorporated | MA | 6K | $3.08M |
 RLI Corp. | RLI | 6K | $354.52K |
 Walmart Inc. | WMT | 5.54K | $627.69K |
 Central Securities Corp. | CET | 4.88K | $255.69K |
 British American Tobacco p.l.c. | BTI | 4.42K | $272.98K |
 Broadcom Inc. | AVGO | 4.34K | $1.64M |
 International Business Machines Corporation | IBM | 4.25K | $1.2M |