Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FS Credit Opportunities Corp. | FSCO | 28.41K | $141.77K |
 The Procter & Gamble Company | PG | 28.08K | $4.12M |
 Arista Networks, Inc. | ANET | 27.56K | $4.68M |
 The Charles Schwab Corporation | SCHW | 25.88K | $2.39M |
 Ares Capital Corporation | ARCC | 25.32K | $469.19K |
 Cisco Systems, Inc. | CSCO | 24.75K | $2.91M |
 Valmont Industries, Inc. | VMI | 24.72K | $14.28M |
 Quantum Computing, Inc. | QUBT | 24.38K | $236.45K |
 Genuine Parts Company | GPC | 23.97K | $2.83M |
 Uber Technologies, Inc. | UBER | 23.91K | $1.73M |
 PepsiCo, Inc. | PEP | 23.89K | $3.24M |
 Conagra Brands, Inc. | CAG | 23.04K | $310.09K |
 Brown & Brown, Inc. | BRO | 22.81K | $1.46M |
 Visa Inc. | V | 22.52K | $7.73M |
 RPM International Inc. | RPM | 22.02K | $2.45M |
 Cullen/Frost Bankers, Inc. | CFR | 21.5K | $3.32M |
 NIKE, Inc. | NKE | 21.28K | $873.44K |
 Richtech Robotics Inc. Class B Common Stock | RR | 20.83K | $43.95K |
 Applied Materials, Inc. | AMAT | 19.86K | $14.36M |
 Advanced Micro Devices, Inc. | AMD | 18.85K | $10.95M |