Stock Taper 
INVESTMENT PLANNING ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Caterpillar Inc. | CAT | 428 | $455.37K |
 Costco Wholesale Corporation | COST | 523 | $489.72K |
 Mastercard Incorporated | MA | 526 | $270.13K |
 CrowdStrike Holdings, Inc. | CRWD | 526 | $401.33K |
 Chubb Limited | CB | 721 | $245.68K |
 International Business Machines Corporation | IBM | 857 | $241.07K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 998 | $476.62K |
 Linde plc | LIN | 1.21K | $629.63K |
 McDonald's Corporation | MCD | 1.22K | $329.09K |
 The Home Depot, Inc. | HD | 1.27K | $449.23K |
 Palo Alto Networks, Inc. | PANW | 1.31K | $445.4K |
 Constellation Energy Corporation | CEG | 1.34K | $333.2K |
 Visa Inc. | V | 1.37K | $470.44K |
 American Tower Corporation | AMT | 1.41K | $229.86K |
 The Progressive Corporation | PGR | 1.46K | $319.64K |
 Tesla, Inc. | TSLA | 1.64K | $690.45K |
 QUALCOMM Incorporated | QCOM | 1.74K | $321.49K |
 Chevron Corporation | CVX | 1.74K | $289.04K |
 PepsiCo, Inc. | PEP | 1.86K | $251.4K |
 Johnson & Johnson | JNJ | 1.9K | $483.15K |