Stock Taper

CI PRIVATE WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Innovative Industrial Properties, Inc.IIPR22.01K$1.36M
Bankwell Financial Group, Inc.BWFG21.9K$1.29M
Toyota Motor CorporationTM21.87K$3.68M
STERIS plcSTE21.87K$4.6M
Tripadvisor, Inc.TRIP21.86K$299.66K
Bank of MontrealBMO21.84K$3.86M
Greystone Housing Impact Investors LPGHI21.81K$126.5K
Box, Inc.BOX21.79K$578.28K
Bilibili Inc.BILI21.76K$370.52K
Middlesex Water CompanyMSEX21.75K$1.22M
FB Financial CorporationFBK21.72K$1.2M
Apogee Enterprises, Inc.APOG21.7K$992.61K
VSE CorporationVSEC21.64K$4.95M
Twist Bioscience CorporationTWST21.64K$2.23M
Satellogic Inc.SATL21.54K$123.23K
Privia Health Group, Inc.PRVA21.51K$553.35K
Patria Investments LtdPAX21.46K$235.69K
Compass Minerals International, Inc.CMP21.45K$667.86K
C4 Therapeutics, Inc.CCCC21.39K$99.88K
Groupon, Inc.GRPN21.37K$514.21K