Stock Taper 
PLANNING CENTER, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 WEC Energy Group, Inc. | WEC | 2.61K | $304.89K |
 RTX Corporation | RTX | 2.33K | $441.75K |
 Merck & Co., Inc. | MRK | 2.2K | $282.58K |
 International Business Machines Corporation | IBM | 1.97K | $553.95K |
 Alphabet Inc. | GOOG | 1.96K | $693.48K |
 Visa Inc. | V | 1.83K | $629.23K |
 Alphabet Inc. | GOOGL | 1.71K | $610.11K |
 Caterpillar Inc. | CAT | 1.67K | $1.77M |
 T-Mobile US, Inc. | TMUS | 1.63K | $274.07K |
 AbbVie Inc. | ABBV | 1.34K | $337.95K |
 Intuitive Surgical, Inc. | ISRG | 1.2K | $478.01K |
 UnitedHealth Group Incorporated | UNH | 1.11K | $462.18K |
 Danaher Corporation | DHR | 1.1K | $210.48K |
 The Boeing Company | BA | 1K | $217.55K |
 Union Pacific Corporation | UNP | 933 | $253.69K |
 Howmet Aerospace Inc. | HWM | 862 | $231.76K |
 Broadcom Inc. | AVGO | 691 | $261.02K |
 Eli Lilly and Company | LLY | 560 | $671.68K |