Stock Taper

PLAN GROUP FINANCIAL, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Invesco Ltd.IVZ8.15K$215.13K
Equinor ASAEQNR8K$251.2K
General Motors CompanyGM7.5K$577.71K
Edison InternationalEIX7.4K$551.15K
BancFirst CorporationBANF7.24K$805.03K
Berkshire Hathaway Inc.BRK-B6.62K$3.31M
Alaska Air Group, Inc.ALK6.59K$343.76K
Canadian Natural Resources LimitedCNQ6K$237K
Sprott Silver Miners & Physical Silver ETFSLVR6K$301.14K
Bank of America CorporationBAC5.6K$319.25K
Fox CorporationFOXA5.47K$285.52K
NNN REIT, Inc.NNN5.32K$247.68K
Enbridge Inc.ENB5.28K$286.39K
Academy Sports and Outdoors, Inc.ASO5.18K$244.2K
Apollo Global Management, Inc.APO5.15K$608.87K
The Coca-Cola CompanyKO4.83K$392.59K
EOG Resources, Inc.EOG4.49K$581.84K
CVS Health Corp.CVS4.17K$430.82K
Alphabet Inc.GOOGL4.16K$1.49M
Main Street Capital CorporationMAIN3.97K$205.8K