Stock Taper 
PLAN GROUP FINANCIAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HA Sustainable Infrastructure Capital, Inc. | HASI | 10.7K | $417.63K |
 ONEOK, Inc. | OKE | 11.13K | $967.97K |
 Bristol-Myers Squibb Company | BMY | 11.4K | $656.79K |
 Broadcom Inc. | AVGO | 12.79K | $4.83M |
 International Business Machines Corporation | IBM | 12.85K | $3.61M |
 The Kraft Heinz Company | KHC | 14.75K | $348.44K |
 OGE Energy Corp. | OGE | 15K | $729.9K |
 NVIDIA Corporation | NVDA | 15.12K | $3.03M |
 Ford Motor Company | F | 16.1K | $223.77K |
 Digital Realty Trust, Inc. | DLR | 16.54K | $2.97M |
 Nuveen Select Tax-Free Income Portfolio | NXP | 16.54K | $236.69K |
 British American Tobacco p.l.c. | BTI | 17K | $1.05M |
 Walmart Inc. | WMT | 17.38K | $1.97M |
 Western Midstream Partners, LP | WES | 20.35K | $890.52K |
 Chevron Corporation | CVX | 22.46K | $3.72M |
 Philip Morris International Inc. | PM | 23.69K | $4.28M |
 Duke Energy Corporation | DUK | 24.37K | $3.08M |
 American Electric Power Company, Inc. | AEP | 26.18K | $3.58M |
 Apple Inc. | AAPL | 26.34K | $7.62M |
 ZIM Integrated Shipping Services Ltd. | ZIM | 27.59K | $717.35K |