Stock Taper 
COVENANT PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snap-on Incorporated | SNA | 5.25K | $1.81M |
 Visa Inc. | V | 5.14K | $1.8M |
 Raymond James Financial, Inc. | RJF | 5.09K | $817.88K |
 ON Semiconductor Corporation | ON | 5.02K | $271.83K |
 Uber Technologies, Inc. | UBER | 4.88K | $398.83K |
 Capital One Financial Corporation | COF | 4.87K | $1.18M |
 Zoetis Inc. | ZTS | 4.83K | $608.21K |
 Arch Capital Group Ltd. | ACGL | 4.76K | $456.39K |
 STERIS plc | STE | 4.6K | $1.17M |
 The Home Depot, Inc. | HD | 4.37K | $1.5M |
 Monster Beverage Corporation | MNST | 4.15K | $318.18K |
 FB Financial Corporation | FBK | 4.1K | $228.95K |
 The TJX Companies, Inc. | TJX | 4.08K | $625.96K |
 Ferrari N.V. | RACE | 4.03K | $1.49M |
 Ameriprise Financial, Inc. | AMP | 3.97K | $1.95M |
 Stifel Financial Corp | SF | 3.87K | $484.85K |
 Ferguson plc | FERG | 3.79K | $844.88K |
 Anheuser-Busch InBev SA/NV | BUD | 3.73K | $238.81K |
 The Procter & Gamble Company | PG | 3.57K | $511.76K |
 nVent Electric plc | NVT | 3.31K | $337.01K |