Stock Taper

PORTSIDE WEALTH GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Diageo plcDEO8.36K$671.89K
Teradata CorporationTDC8.37K$289.99K
WEC Energy Group, Inc.WEC8.5K$992.43K
Halozyme Therapeutics, Inc.HALO8.51K$665.69K
Sun Communities, Inc.SUI8.54K$1.02M
Marathon Petroleum CorporationMPC8.68K$2.22M
LivaNova PLCLIVN8.82K$724.94K
BP p.l.c.BP8.94K$330.27K
Realty Income CorporationO9.24K$572.42K
Lam Research CorporationLRCX9.28K$4.02M
Space Exploration Technologies Corp.SPCX9.3K$1.59M
Rubrik, Inc.RBRK9.33K$749.17K
Rollins, Inc.ROL9.35K$390.1K
Crane NXT, Co.CXT9.39K$480.63K
ORIX CorporationIX9.4K$357.46K
Berkshire Hathaway Inc.BRK-B9.42K$4.72M
Block, Inc.XYZ9.63K$731.65K
Range Resources CorporationRRC9.63K$358.29K
Amphenol CorporationAPH9.75K$1.72M
American Electric Power Company, Inc.AEP9.79K$1.34M