Stock Taper 
ASSET PLANNING,INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amentum Holdings, Inc. | AMTM | 1.79K | $37.06K |
 Fortinet, Inc. | FTNT | 1.73K | $265.3K |
 Enterprise Products Partners L.P. | EPD | 1.68K | $61.72K |
 MasterBrand, Inc. | MBC | 1.66K | $17.06K |
 International Business Machines Corporation | IBM | 1.56K | $439.88K |
 Union Pacific Corporation | UNP | 1.54K | $420.27K |
 W. P. Carey Inc. | WPC | 1.54K | $110.11K |
 Marriott International, Inc. | MAR | 1.51K | $561.44K |
 BigBear.ai Holdings, Inc. | BBAI | 1.5K | $5.5K |
 Intel Corp. | INTC | 1.5K | $209.46K |
 Black Hills Corporation | BKH | 1.47K | $109.2K |
 American States Water Company | AWR | 1.45K | $119.81K |
 Devon Energy Corporation | DVN | 1.45K | $59.84K |
 Caterpillar Inc. | CAT | 1.36K | $1.45M |
 The Toronto-Dominion Bank | TD | 1.35K | $164.01K |
 The Charles Schwab Corporation | SCHW | 1.35K | $124.43K |
 DexCom, Inc. | DXCM | 1.3K | $87.56K |
 Public Storage | PSA | 1.23K | $391.72K |
 U.S. Bancorp | USB | 1.22K | $73.61K |
 Palo Alto Networks, Inc. | PANW | 1.17K | $399.33K |