Stock Taper 
ROVIN CAPITAL /UT/ /ADV
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 384 | $251K |
 Monolithic Power Systems, Inc. | MPWR | 425 | $385K |
 American Express Company | AXP | 556 | $206K |
 Costco Wholesale Corporation | COST | 580 | $500K |
 Lockheed Martin Corporation | LMT | 650 | $314K |
 Eli Lilly and Company | LLY | 691 | $743K |
 Berkshire Hathaway Inc. | BRK-B | 730 | $367K |
 Caterpillar Inc. | CAT | 751 | $430K |
 Mastercard Incorporated | MA | 758 | $433K |
 The Travelers Companies, Inc. | TRV | 844 | $245K |
 Northrop Grumman Corporation | NOC | 875 | $499K |
 International Business Machines Corporation | IBM | 1.08K | $319K |
 Cencora, Inc. | COR | 1.09K | $368K |
 Texas Instruments Incorporated | TXN | 1.25K | $217K |
 The Home Depot, Inc. | HD | 1.25K | $431K |
 GE Aerospace | GE | 1.26K | $388K |
 AbbVie Inc. | ABBV | 1.28K | $293K |
 Advanced Micro Devices, Inc. | AMD | 1.38K | $296K |
 Nucor Corporation | NUE | 1.39K | $226K |
 Thermo Fisher Scientific Inc. | TMO | 1.45K | $843K |