Stock Taper 
ZRC WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Federal Realty Investment Trust | FRT | 181 | $22.34K |
 Interactive Brokers Group, Inc. | IBKR | 181 | $15.76K |
 Dell Technologies Inc. | DELL | 180 | $77.66K |
 Expedia Group, Inc. | EXPE | 179 | $45.73K |
 ExlService Holdings, Inc. | EXLS | 178 | $4.6K |
 Corcept Therapeutics Incorporated | CORT | 176 | $15.3K |
 Unum Group | UNM | 176 | $15.73K |
 Rocket Companies, Inc. | RKT | 175 | $2.76K |
 State Street Corporation | STT | 175 | $29.68K |
 Bright Horizons Family Solutions Inc. | BFAM | 174 | $12.33K |
 KB Financial Group Inc. | KB | 171 | $17.95K |
 Axalta Coating Systems Ltd. | AXTA | 170 | $5.82K |
 The Middleby Corporation | MIDD | 170 | $29.24K |
 Pinnacle West Capital Corporation | PNW | 169 | $18.08K |
 W. P. Carey Inc. | WPC | 169 | $12.08K |
 Datadog, Inc. | DDOG | 168 | $43.74K |
 Solstice Advanced Materials Inc. | SOLS | 168 | $14.88K |
 Copa Holdings, S.A. | CPA | 167 | $25.98K |
 Caterpillar Inc. | CAT | 167 | $177.61K |
 Regions Financial Corporation | RF | 164 | $4.95K |