Stock Taper

PERFROMANCE WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Salesforce, Inc.CRM2.93K$458.7K
Amgen Inc.AMGN2.98K$1.08M
DaVita Inc.DVA3K$667.44K
Moderna, Inc.MRNA3.06K$214.43K
Ulta Beauty, Inc.ULTA3.08K$1.39M
ConocoPhillipsCOP3.13K$325.3K
Shopify Inc.SHOP3.22K$367.77K
Taiwan Semiconductor Manufacturing Company LimitedTSM3.33K$1.59M
The Charles Schwab CorporationSCHW3.36K$310.36K
QUALCOMM IncorporatedQCOM3.46K$640.3K
The Boeing CompanyBA3.48K$753.53K
Space Exploration Technologies Corp.SPCX3.5K$598.86K
Altria Group, Inc.MO3.51K$252.26K
Marvell Technology, Inc.MRVL3.52K$1.05M
IDEXX Laboratories, Inc.IDXX3.71K$1.95M
Northern Trust CorporationNTRS3.77K$655.55K
Amphenol CorporationAPH3.93K$692.77K
Ross Stores, Inc.ROST4.16K$886.07K
Caterpillar Inc.CAT4.36K$4.65M
Wells Fargo & CompanyWFC4.49K$371.18K