Stock Taper 
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The PNC Financial Services Group, Inc. | PNC | 12.38K | $3.05M |
 Caterpillar Inc. | CAT | 12.15K | $12.94M |
 Union Pacific Corporation | UNP | 12.1K | $3.29M |
 Costco Wholesale Corporation | COST | 12.07K | $11.29M |
 W. P. Carey Inc. | WPC | 11.9K | $851.04K |
 Wells Fargo & Company | WFC | 11.53K | $952.94K |
 Dell Technologies Inc. | DELL | 11.48K | $4.95M |
 AGNC Investment Corp. | AGNC | 11.31K | $123.28K |
 IREN Limited | IREN | 10.79K | $493.24K |
 Eli Lilly and Company | LLY | 10.78K | $12.93M |
 Bristol-Myers Squibb Company | BMY | 10.74K | $619.12K |
 Flowers Foods, Inc. | FLO | 10.74K | $84.81K |
 Marvell Technology, Inc. | MRVL | 10.56K | $3.15M |
 Upwork Inc. | UPWK | 10.1K | $84.46K |
 Comcast Corporation | CMCSA | 10.03K | $246.23K |
 Micron Technology, Inc. | MU | 9.98K | $11.52M |
 The Buckle, Inc. | BKE | 9.87K | $416.46K |
 Dover Corporation | DOV | 9.83K | $2.21M |
 Novartis AG | NVS | 9.63K | $1.51M |
 KLA Corporation | KLAC | 9.49K | $2.86M |