Stock Taper 
ACTIVEST WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trane Technologies plc | TT | 8 | $3.93K |
 Quanta Services, Inc. | PWR | 8 | $5.76K |
 Williams-Sonoma, Inc. | WSM | 8 | $1.86K |
 PTC Inc. | PTC | 8 | $909 |
 Solstice Advanced Materials Inc. | SOLS | 8 | $709 |
 Voya Financial, Inc. | VOYA | 8 | $724 |
 Parker-Hannifin Corporation | PH | 8 | $7.83K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 8 | $698 |
 Solventum Corporation | SOLV | 8 | $617 |
 Medline Inc. | MDLN | 9 | $355 |
 Raymond James Financial, Inc. | RJF | 9 | $1.37K |
 Snap Inc. | SNAP | 9 | $40 |
 Evercore Inc. | EVR | 9 | $3.07K |
 East West Bancorp, Inc. | EWBC | 9 | $1.16K |
 Cincinnati Financial Corporation | CINF | 9 | $1.67K |
 Steel Dynamics, Inc. | STLD | 9 | $2.06K |
 The Clorox Company | CLX | 9 | $859 |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 9 | $89 |
 The Trade Desk, Inc. | TTD | 9 | $163 |
 Viper Energy, Inc. | VNOM | 9 | $382 |