Stock Taper

PERFROMANCE WEALTH PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT4.96K$2.53M
Iron Mountain IncorporatedIRM4.95K$625.61K
Eli Lilly and CompanyLLY4.57K$5.48M
Wells Fargo & CompanyWFC4.49K$371.18K
Caterpillar Inc.CAT4.36K$4.65M
Ross Stores, Inc.ROST4.16K$886.07K
Amphenol CorporationAPH3.93K$692.77K
Northern Trust CorporationNTRS3.77K$655.55K
IDEXX Laboratories, Inc.IDXX3.71K$1.95M
Marvell Technology, Inc.MRVL3.52K$1.05M
Altria Group, Inc.MO3.51K$252.26K
Space Exploration Technologies Corp.SPCX3.5K$598.86K
The Boeing CompanyBA3.48K$753.53K
QUALCOMM IncorporatedQCOM3.46K$640.3K
The Charles Schwab CorporationSCHW3.36K$310.36K
Taiwan Semiconductor Manufacturing Company LimitedTSM3.33K$1.59M
Shopify Inc.SHOP3.22K$367.77K
ConocoPhillipsCOP3.13K$325.3K
Ulta Beauty, Inc.ULTA3.08K$1.39M
Moderna, Inc.MRNA3.06K$214.43K