Stock Taper 
SIMPLICITY WEALTH,LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 27.64K | $29.43M |
 NextEra Energy, Inc. | NEE | 27.86K | $2.45M |
 Lucid Group, Inc. | LCID | 28.47K | $190.46K |
 Crexendo, Inc. | CXDO | 28.6K | $213.66K |
 Campbell Soup Company | CPB | 28.89K | $643.38K |
 Haleon plc | HLN | 29.45K | $274.79K |
 International Business Machines Corporation | IBM | 29.7K | $8.35M |
 SoFi Technologies, Inc. | SOFI | 30.31K | $543.46K |
 Replimune Group, Inc. | REPL | 31.1K | $344.29K |
 Lam Research Corporation | LRCX | 31.16K | $13.5M |
 UnitedHealth Group Incorporated | UNH | 31.67K | $13.16M |
 Marten Transport, Ltd. | MRTN | 32.66K | $566.6K |
 MSC Income Fund, Inc. | MSIF | 34.05K | $393.94K |
 Rio Tinto Group | RIO | 34.24K | $3.25M |
 Tapestry, Inc. | TPR | 36.77K | $5.38M |
 American Express Company | AXP | 37.46K | $12.67M |
 CVS Health Corp. | CVS | 38.05K | $3.94M |
 Waystar Holding Corp. | WAY | 38.18K | $783.9K |
 Colgate-Palmolive Company | CL | 41.49K | $3.8M |
 Ford Motor Company | F | 41.8K | $581.09K |