Stock Taper

HB WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Texas Instruments IncorporatedTXN85.65K$25.53M
Duke Energy CorporationDUK88.05K$11.15M
KLA CorporationKLAC88.29K$26.64M
Mizuho Financial Group, Inc.MFG88.49K$847.76K
Lloyds Banking Group plcLYG89.31K$520.7K
Tredegar CorporationTG90.55K$720.75K
Mitsubishi UFJ Financial Group, Inc.MUFG90.6K$1.8M
Palantir Technologies Inc.PLTR91.53K$10.68M
Banco Santander, S.A.SAN91.67K$1.27M
Goldman Sachs BDC, Inc.GSBD96.86K$918.29K
Iamgold CorporationIAG98.5K$1.56M
Medtronic plcMDT98.95K$7.74M
Opendoor Technologies Inc.OPEN100.1K$462.47K
International Business Machines CorporationIBM100.6K$28.29M
Ares Capital CorporationARCC101.32K$1.88M
Zillow Group, Inc. Class CZ103.71K$3.27M
CSX CorporationCSX103.75K$4.93M
Citigroup Inc.C103.98K$14.55M
Philip Morris International Inc.PM104.51K$18.91M
The Walt Disney CompanyDIS105.68K$10.17M