Stock Taper

CI PRIVATE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Edgewell Personal Care CompanyEPC148.25K$3.98M
Phreesia, Inc.PHR148.29K$1.53M
Rivian Automotive, Inc.RIVN148.67K$2.58M
Equinix, Inc.EQIX150.21K$14.94M
Vital Farms, Inc.VITL150.66K$1.75M
Trinity Capital Inc.TRIN150.79K$2.7M
UWM Holdings CorporationUWMC150.92K$345.62K
Hayward Holdings, Inc.HAYW150.98K$2.61M
Archer-Daniels-Midland CompanyADM151K$7.77M
BP p.l.c.BP151.43K$5.6M
Simmons First National CorporationSFNC151.77K$3.44M
BETA Technologies, Inc.BETA151.88K$2.54M
FirstEnergy Corp.FE152.1K$7.23M
Global Net Lease, Inc.GNL152.49K$1.36M
Paylocity Holding CorporationPCTY152.63K$15.95M
PACS Group, Inc.PACS152.85K$6.52M
News CorporationNWSA153.51K$3.81M
Alkami Technology, Inc.ALKT153.69K$2.78M
Vertex, Inc.VERX153.84K$1.77M
Marathon Petroleum CorporationMPC153.99K$39.37M