Stock Taper 
COVENANT PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 251 | $505.58K |
 Mettler-Toledo International Inc. | MTD | 269 | $375.04K |
 Costco Wholesale Corporation | COST | 421 | $363.05K |
 CrowdStrike Holdings, Inc. | CRWD | 440 | $206.25K |
 Monolithic Power Systems, Inc. | MPWR | 454 | $411.49K |
 Eli Lilly and Company | LLY | 495 | $531.97K |
 Alnylam Pharmaceuticals, Inc. | ALNY | 604 | $240.18K |
 Equinix, Inc. | EQIX | 638 | $488.81K |
 Huntington Ingalls Industries, Inc. | HII | 656 | $223.09K |
 Casey's General Stores, Inc. | CASY | 713 | $394.08K |
 Penumbra, Inc. | PEN | 838 | $260.54K |
 EMCOR Group, Inc. | EME | 842 | $515.13K |
 Curtiss-Wright Corporation | CW | 850 | $468.58K |
 Linde plc | LIN | 979 | $417.44K |
 Cummins Inc. | CMI | 980 | $500.24K |
 Spotify Technology S.A. | SPOT | 1.03K | $595.81K |
 Take-Two Interactive Software, Inc. | TTWO | 1.05K | $268.83K |
 Labcorp Holdings Inc. | LH | 1.15K | $287.26K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.25K | $380.17K |
 BlackRock, Inc. | BLK | 1.26K | $1.35M |