Stock Taper

PLAN GROUP FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Johnson & JohnsonJNJ1.05K$267.54K
Valero Energy CorporationVLO1.01K$264.12K
Ryder System, Inc.R995$262.47K
Alphabet Inc.GOOG992$350.6K
Humana Inc.HUM975$387.31K
FactSet Research Systems Inc.FDS939$216.04K
Western Digital CorporationWDC932$595.29K
Bloom Energy CorporationBE900$272.43K
Lockheed Martin CorporationLMT795$404.88K
Advanced Micro Devices, Inc.AMD789$458.34K
Celestica Inc.CLS620$226.18K
UnitedHealth Group IncorporatedUNH560$232.93K
Micron Technology, Inc.MU517$596.77K
Ameriprise Financial, Inc.AMP515$236.27K
Lumentum Holdings Inc.LITE400$343.22K
Sandisk CorporationSNDK300$682.12K
Eli Lilly and CompanyLLY249$298.68K
Berkshire Hathaway Inc.BRK-A21$15.73M