COVENANT PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BCS | 76K | $1.58M |
 | ING | 49K | $1.28M |
 | SMFG | 37K | $623.77K |
 | PHG | 35K | $944.61K |
 | NWG | 32K | $455.06K |
 | AHCO | 30K | $270.93K |
 | NVDA | 26K | $4.90M |
 | CP | 21K | $1.53M |
 | RELX | 19K | $912.22K |
 | BBVA | 17K | $325.23K |
 | CORZ | 17K | $296.33K |
 | CSX | 16K | $564.08K |
 | AAPL | 16K | $4.04M |
 | MSFT | 15K | $7.68M |
 | MT | 13K | $463.95K |
 | FLEX | 12K | $720.80K |
 | CCL | 12K | $353.17K |
 | CPNG | 11K | $358.64K |
 | BP | 11K | $381.82K |
 | LPRO | 11K | $23.19K |
Barclays PLC
BCS
Shares Held
76K
Value
$1.58M
ING Groep N.V.
ING
Shares Held
49K
Value
$1.28M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
37K
Value
$623.77K
Koninklijke Philips N.V.
PHG
Shares Held
35K
Value
$944.61K
NatWest Group plc
NWG
Shares Held
32K
Value
$455.06K
AdaptHealth Corp.
AHCO
Shares Held
30K
Value
$270.93K
NVIDIA Corporation
NVDA
Shares Held
26K
Value
$4.90M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
21K
Value
$1.53M
RELX Plc
RELX
Shares Held
19K
Value
$912.22K
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
17K
Value
$325.23K
Core Scientific, Inc.
CORZ
Shares Held
17K
Value
$296.33K
CSX Corporation
CSX
Shares Held
16K
Value
$564.08K
Apple Inc.
AAPL
Shares Held
16K
Value
$4.04M
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.68M
ArcelorMittal S.A.
MT
Shares Held
13K
Value
$463.95K
Flex Ltd.
FLEX
Shares Held
12K
Value
$720.80K
Carnival Corporation & plc
CCL
Shares Held
12K
Value
$353.17K
Coupang, Inc.
CPNG
Shares Held
11K
Value
$358.64K
BP p.l.c.
BP
Shares Held
11K
Value
$381.82K
Open Lending Corporation
LPRO
Shares Held
11K
Value
$23.19K