Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Adobe Inc. | ADBE | 5.81K | $1.19M |
 Medtronic plc | MDT | 5.68K | $444.68K |
 Lowe's Companies, Inc. | LOW | 5.61K | $1.24M |
 Duke Energy Corporation | DUK | 5.58K | $706.44K |
 GE Vernova Inc. | GEV | 5.53K | $6.5M |
 Public Service Enterprise Group Incorporated | PEG | 5.47K | $443.86K |
 CrowdStrike Holdings, Inc. | CRWD | 5.23K | $3.99M |
 Monster Beverage Corporation | MNST | 5.15K | $495.4K |
 American Electric Power Company, Inc. | AEP | 5.12K | $699.82K |
 IMAX Corporation | IMAX | 5.06K | $201.65K |
 U.S. Bancorp | USB | 5.02K | $303.41K |
 Mondelez International, Inc. | MDLZ | 4.96K | $287.12K |
 Intuitive Surgical, Inc. | ISRG | 4.91K | $1.95M |
 Thermo Fisher Scientific Inc. | TMO | 4.86K | $2.44M |
 General Motors Company | GM | 4.83K | $372.54K |
 Commercial Metals Company | CMC | 4.8K | $301.2K |
 The TJX Companies, Inc. | TJX | 4.77K | $722.58K |
 Oklo Inc. | OKLO | 4.58K | $239.67K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 4.22K | $2.01M |
 UMB Financial Corporation | UMBF | 4.15K | $593K |