Stock Taper

CI PRIVATE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Keurig Dr Pepper Inc.KDP124.48K$4.07M
Five9, Inc.FIVN124.57K$2.66M
Avery Dennison CorporationAVY124.93K$20.28M
Progress Software CorporationPRGS125.12K$4.2M
Concentrix CorporationCNXC125.16K$2.8M
Williams-Sonoma, Inc.WSM126.16K$29.41M
SSR Mining Inc.SSRM126.36K$3.57M
Blackstone Mortgage Trust, Inc.BXMT127.06K$2.15M
WesBanco, Inc.WSBC127.19K$4.97M
NETSTREIT Corp.NTST127.24K$2.69M
EyePoint Pharmaceuticals, Inc.EYPT127.8K$1.83M
Ameren CorporationAEE128.91K$14.57M
W. R. Berkley CorporationWRB129.15K$9.11M
Dell Technologies Inc.DELL129.23K$55.75M
Textron Inc.TXT130.19K$11.94M
Mid-America Apartment Communities, Inc.MAA130.34K$18.11M
SoFi Technologies, Inc.SOFI130.65K$2.34M
HEICO CorporationHEI130.88K$46.62M
Ryan Specialty Holdings, Inc.RYAN131K$4.95M
T. Rowe Price Group, Inc.TROW131.42K$14.94M