Stock Taper 
PLAN GROUP FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 21 | $15.73M |
 Eli Lilly and Company | LLY | 249 | $298.68K |
 Sandisk Corporation | SNDK | 300 | $682.12K |
 Lumentum Holdings Inc. | LITE | 400 | $343.22K |
 Ameriprise Financial, Inc. | AMP | 515 | $236.27K |
 Micron Technology, Inc. | MU | 517 | $596.77K |
 UnitedHealth Group Incorporated | UNH | 560 | $232.93K |
 Celestica Inc. | CLS | 620 | $226.18K |
 Advanced Micro Devices, Inc. | AMD | 789 | $458.34K |
 Lockheed Martin Corporation | LMT | 795 | $404.88K |
 Bloom Energy Corporation | BE | 900 | $272.43K |
 Western Digital Corporation | WDC | 932 | $595.29K |
 FactSet Research Systems Inc. | FDS | 939 | $216.04K |
 Humana Inc. | HUM | 975 | $387.31K |
 Alphabet Inc. | GOOG | 992 | $350.6K |
 Ryder System, Inc. | R | 995 | $262.47K |
 Valero Energy Corporation | VLO | 1.01K | $264.12K |
 Johnson & Johnson | JNJ | 1.05K | $267.54K |
 Netflix, Inc. | NFLX | 1.05K | $75.33K |
 AstraZeneca PLC | AZN | 1.12K | $212.56K |