Stock Taper

CI PRIVATE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apogee Enterprises, Inc.APOG21.7K$992.61K
FB Financial CorporationFBK21.72K$1.2M
Middlesex Water CompanyMSEX21.75K$1.22M
Bilibili Inc.BILI21.76K$370.52K
Box, Inc.BOX21.79K$578.28K
Greystone Housing Impact Investors LPGHI21.81K$126.5K
Bank of MontrealBMO21.84K$3.86M
Tripadvisor, Inc.TRIP21.86K$299.66K
STERIS plcSTE21.87K$4.6M
Toyota Motor CorporationTM21.87K$3.68M
Bankwell Financial Group, Inc.BWFG21.9K$1.29M
Innovative Industrial Properties, Inc.IIPR22.01K$1.36M
Main Street Capital CorporationMAIN22.06K$1.14M
Northwest Bancshares, Inc.NWBI22.07K$334.57K
Oaktree Specialty Lending CorporationOCSL22.15K$264.49K
SBA Communications CorporationSBAC22.17K$3.91M
Editas Medicine, Inc.EDIT22.17K$71.84K
Crane NXT, Co.CXT22.17K$1.13M
Smurfit Westrock plcSW22.24K$1.03M
BNY Mellon Strategic Municipals, Inc.LEO22.27K$143.88K