Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Entergy Corporation | ETR | 1.8K | $206.89K |
 Danaher Corporation | DHR | 1.9K | $362.22K |
 Lululemon Athletica Inc. | LULU | 1.93K | $220.25K |
 CVS Health Corp. | CVS | 1.97K | $204K |
 Cincinnati Financial Corporation | CINF | 2.03K | $375.65K |
 Iron Mountain Incorporated | IRM | 2.05K | $259.19K |
 Flex Ltd. | FLEX | 2.2K | $355.91K |
 Colgate-Palmolive Company | CL | 2.28K | $208.85K |
 The Walt Disney Company | DIS | 2.29K | $219.99K |
 Automatic Data Processing, Inc. | ADP | 2.33K | $522.02K |
 PACCAR Inc | PCAR | 2.33K | $280.26K |
 Interactive Brokers Group, Inc. | IBKR | 2.47K | $214.81K |
 Masco Corporation | MAS | 2.48K | $201.96K |
 C.H. Robinson Worldwide, Inc. | CHRW | 2.56K | $482.52K |
 Shopify Inc. | SHOP | 2.62K | $298.58K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 2.65K | $263.78K |
 Delta Air Lines, Inc. | DAL | 2.79K | $261.15K |
 Live Nation Entertainment, Inc. | LYV | 2.85K | $521.86K |
 S&P Global Inc. | SPGI | 2.89K | $1.18M |
 Citigroup Inc. | C | 3.02K | $422.03K |