Stock Taper

WEALTHPLAN INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX1.1K$208.95K
Corning IncGLW1.17K$299.62K
Honeywell International Inc.HON1.19K$265.88K
Deere & CompanyDE1.23K$781.16K
Roper Technologies, Inc.ROP1.24K$419.83K
Northrop Grumman CorporationNOC1.25K$638.26K
The Travelers Companies, Inc.TRV1.34K$442.03K
FedEx CorporationFDX1.36K$425.98K
The Allstate CorporationALL1.36K$323.6K
Steel Dynamics, Inc.STLD1.43K$329.05K
Royal Bank of CanadaRY1.45K$299.07K
Marathon Petroleum CorporationMPC1.45K$370.38K
Valero Energy CorporationVLO1.53K$398.21K
Toll Brothers, Inc.TOL1.61K$265.58K
Amphenol CorporationAPH1.63K$287.58K
Waste Management, Inc.WM1.65K$368.6K
American Express CompanyAXP1.69K$572.32K
Roku, Inc.ROKU1.71K$235.67K
Axsome Therapeutics, Inc.AXSM1.71K$418.07K
Constellation Energy CorporationCEG1.74K$432.91K