Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cincinnati Financial Corporation | CINF | 2.03K | $375.65K |
 CVS Health Corp. | CVS | 1.97K | $204K |
 Lululemon Athletica Inc. | LULU | 1.93K | $220.25K |
 Danaher Corporation | DHR | 1.9K | $362.22K |
 Entergy Corporation | ETR | 1.8K | $206.89K |
 Constellation Energy Corporation | CEG | 1.74K | $432.91K |
 Axsome Therapeutics, Inc. | AXSM | 1.71K | $418.07K |
 Roku, Inc. | ROKU | 1.71K | $235.67K |
 American Express Company | AXP | 1.69K | $572.32K |
 Waste Management, Inc. | WM | 1.65K | $368.6K |
 Amphenol Corporation | APH | 1.63K | $287.58K |
 Toll Brothers, Inc. | TOL | 1.61K | $265.58K |
 Valero Energy Corporation | VLO | 1.53K | $398.21K |
 Marathon Petroleum Corporation | MPC | 1.45K | $370.38K |
 Royal Bank of Canada | RY | 1.45K | $299.07K |
 Steel Dynamics, Inc. | STLD | 1.43K | $329.05K |
 FedEx Corporation | FDX | 1.36K | $425.98K |
 The Allstate Corporation | ALL | 1.36K | $323.6K |
 The Travelers Companies, Inc. | TRV | 1.34K | $442.03K |
 Northrop Grumman Corporation | NOC | 1.25K | $638.26K |