Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 9 | $6.74M |
 NVR, Inc. | NVR | 31 | $211.22K |
 ASML Holding N.V. | ASML | 102 | $202.92K |
 United Rentals, Inc. | URI | 246 | $278.39K |
 The Goldman Sachs Group, Inc. | GS | 356 | $360.07K |
 Seagate Technology Holdings plc | STX | 375 | $361.88K |
 Markel Corporation | MKL | 452 | $882.76K |
 Rockwell Automation, Inc. | ROK | 530 | $262.39K |
 Snap-on Incorporated | SNA | 530 | $213.27K |
 General Dynamics Corporation | GD | 592 | $209.71K |
 West Pharmaceutical Services, Inc. | WST | 643 | $230.84K |
 Spotify Technology S.A. | SPOT | 713 | $327.36K |
 The Sherwin-Williams Company | SHW | 751 | $258.58K |
 Ciena Corporation | CIEN | 793 | $389.01K |
 Ameriprise Financial, Inc. | AMP | 824 | $378.1K |
 Intuit Inc. | INTU | 838 | $218.72K |
 Take-Two Interactive Software, Inc. | TTWO | 864 | $215.98K |
 Synopsys, Inc. | SNPS | 999 | $445.62K |
 Capital One Financial Corporation | COF | 1.02K | $203.78K |
 Eaton Corporation plc | ETN | 1.05K | $449.13K |