Stock Taper 
PLAN GROUP FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 32.01K | $612.06K |
 The Southern Company | SO | 37.48K | $3.59M |
 JPMorgan Chase & Co. | JPM | 37.58K | $12.3M |
 Enterprise Products Partners L.P. | EPD | 40.64K | $1.49M |
 Dominion Energy, Inc. | D | 46.09K | $3.15M |
 Exxon Mobil Corporation | XOM | 51.21K | $7M |
 Altria Group, Inc. | MO | 56.1K | $4.04M |
 Verizon Communications Inc. | VZ | 65.09K | $2.76M |
 Fifth Third Bancorp | FITB | 67.42K | $3.8M |
 Omega Healthcare Investors, Inc. | OHI | 72.48K | $3.46M |
 PPL Corporation | PPL | 81.33K | $2.96M |
 VICI Properties Inc. | VICI | 107.64K | $2.86M |
 AT&T Inc. | T | 115.02K | $2.38M |
 Sixth Street Specialty Lending, Inc. | TSLX | 120.32K | $2.07M |
 Annaly Capital Management, Inc. | NLY | 132.94K | $2.97M |
 Pfizer Inc. | PFE | 133.27K | $3.21M |
 Ares Capital Corporation | ARCC | 147.02K | $2.72M |
 Oaktree Specialty Lending Corporation | OCSL | 202.34K | $2.42M |