Stock Taper

ASSET PLANNING,INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aegon Ltd.AEG218$1.84K
GE HealthCare Technologies Inc.GEHC219$14.05K
Peabody Energy CorporationBTU240$5.55K
UnitedHealth Group IncorporatedUNH246$102.17K
Norfolk Southern CorporationNSC250$78.64K
Paychex, Inc.PAYX255$25.07K
3M CompanyMMM289$46.84K
Kyndryl Holdings, Inc.KD299$3.38K
The Pennant Group, Inc.PNTG300$11.09K
Xcel Energy Inc.XEL300$24.09K
Cleveland-Cliffs Inc.CLF301$2.83K
Northwestern Energy Group IncNWE303$21.68K
AdvanSix Inc.ASIX333$6.62K
Kenvue Inc.KVUE345$6.59K
Extra Space Storage Inc.EXR350$50.85K
American International Group, Inc.AIG368$27.39K
Space Exploration Technologies Corp.SPCX388$66.29K
Tootsie Roll Industries, Inc.TR390$15.43K
Teva Pharmaceutical Industries LimitedTEVA400$13.55K
ServiceNow, Inc.NOW400$39.71K