Stock Taper

ROVIN CAPITAL /UT/ /ADV

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Teradyne, Inc.TER3.66K$709K
The Charles Schwab CorporationSCHW3.62K$362K
Masco CorporationMAS3.56K$226K
Applied Materials, Inc.AMAT3.51K$903K
The Clorox CompanyCLX3.38K$341K
Alphabet Inc.GOOG3.36K$1.05M
International Flavors & Fragrances Inc.IFF3.33K$225K
Wells Fargo & CompanyWFC3.24K$302K
IDEX CorporationIEX3.19K$568K
Netflix, Inc.NFLX3.07K$288K
Danaher CorporationDHR3.04K$695K
Constellation Brands, Inc.STZ3K$413K
Amgen Inc.AMGN2.87K$940K
Salesforce, Inc.CRM2.86K$757K
The Sherwin-Williams CompanySHW2.77K$897K
Allegion plcALLE2.56K$407K
The Boeing CompanyBA2.49K$541K
MarketAxess Holdings Inc.MKTX2.42K$439K
Entegris, Inc.ENTG2.42K$204K
Huntington Ingalls Industries, Inc.HII2.35K$799K