Stock Taper

CI PRIVATE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CBL & Associates Properties, Inc.CBL4.25K$225.85K
Novanta Inc.NOVT4.26K$691.63K
BOK Financial CorporationBOKF4.27K$593.44K
HCI Group, Inc.HCI4.28K$749.37K
General American Investors Company, Inc.GAM4.28K$272.85K
Bread Financial Holdings, Inc.BFH4.3K$466.29K
Daily Journal CorporationDJCO4.32K$2.6M
Alpha Metallurgical Resources, Inc.AMR4.32K$712.54K
Teledyne Technologies IncorporatedTDY4.33K$2.89M
IDT CorporationIDT4.33K$251.83K
Badger Meter, Inc.BMI4.34K$643.82K
UL Solutions Inc.ULS4.35K$442.89K
nLIGHT, Inc.LASR4.36K$303.54K
Quaker HoughtonKWR4.44K$705.7K
Dolby Laboratories, Inc.DLB4.46K$234.29K
Penguin Solutions, Inc.PENG4.49K$341.29K
Exponent, Inc.EXPO4.5K$264.54K
Burke & Herbert Financial Services Corp.BHRB4.53K$325.53K
Simpson Manufacturing Co., Inc.SSD4.55K$953.38K
Formula One GroupFWONA4.57K$400.95K