Stock Taper 
TRUE WEALTH DESIGN, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 BOK Financial Corporation | BOKF | 45 | $6.25K |
 Univest Financial Corporation | UVSP | 45 | $1.97K |
 Humana Inc. | HUM | 45 | $17.88K |
 Generac Holdings Inc. | GNRC | 45 | $13.18K |
 California BanCorp | BCAL | 44 | $917 |
 Spotify Technology S.A. | SPOT | 44 | $20.2K |
 ICL Group Ltd | ICL | 44 | $220 |
 Sylvamo Corp | SLVM | 44 | $1.66K |
 Amalgamated Financial Corp. | AMAL | 44 | $2.02K |
 FirstCash Holdings, Inc | FCFS | 43 | $9.3K |
 Rithm Capital Corp. | RITM | 43 | $404 |
 Strategy Inc | MSTR | 43 | $3.74K |
 NMI Holdings, Inc. | NMIH | 43 | $1.77K |
 Albertsons Companies, Inc. | ACI | 43 | $582 |
 Neogen Corporation | NEOG | 43 | $387 |
| HE HELIX ENERGY SOLUTIONS GRP I | HLX | 43 | $376 |
 Myers Industries, Inc. | MYE | 42 | $1.48K |
 PennyMac Financial Services, Inc. | PFSI | 42 | $3.66K |
 Knowles Corporation | KN | 42 | $1.74K |
 Flowserve Corporation | FLS | 42 | $3.12K |