Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. P. Carey Inc. | WPC | 11.9K | $851.04K |
 Costco Wholesale Corporation | COST | 12.07K | $11.29M |
 Union Pacific Corporation | UNP | 12.1K | $3.29M |
 Caterpillar Inc. | CAT | 12.15K | $12.94M |
 The PNC Financial Services Group, Inc. | PNC | 12.38K | $3.05M |
 Carvana Co. | CVNA | 12.68K | $834.79K |
 Green Plains Inc. | GPRE | 12.71K | $195.42K |
 Lincoln Electric Holdings, Inc. | LECO | 13.13K | $3.49M |
 Amgen Inc. | AMGN | 13.36K | $4.84M |
 ImmunityBio, Inc. | IBRX | 13.65K | $119.51K |
 McDonald's Corporation | MCD | 14.06K | $3.8M |
 Mastercard Incorporated | MA | 15.59K | $8.01M |
 Valley National Bancorp | VLY | 15.85K | $232.14K |
 Space Exploration Technologies Corp. | SPCX | 16.26K | $2.78M |
 T-Mobile US, Inc. | TMUS | 16.31K | $2.74M |
 QUALCOMM Incorporated | QCOM | 16.87K | $3.12M |
 The Home Depot, Inc. | HD | 16.95K | $5.98M |
 Albemarle Corporation | ALB | 17.12K | $2.31M |
 Delcath Systems, Inc. | DCTH | 17.44K | $219.61K |
 Blackstone Inc. | BX | 17.76K | $2.09M |