Stock Taper 
COVENANT PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 S&P Global Inc. | SPGI | 1.59K | $832.49K |
 Reinsurance Group of America, Incorporated | RGA | 1.43K | $291.15K |
 The Ensign Group, Inc. | ENSG | 1.43K | $248.41K |
 Royal Caribbean Cruises Ltd. | RCL | 1.41K | $392.72K |
 Intuitive Surgical, Inc. | ISRG | 1.4K | $790.64K |
 Thermo Fisher Scientific Inc. | TMO | 1.34K | $778.78K |
 Cloudflare, Inc. | NET | 1.33K | $263.2K |
 Berkshire Hathaway Inc. | BRK-B | 1.32K | $665.01K |
 Synopsys, Inc. | SNPS | 1.32K | $620.03K |
 W.W. Grainger, Inc. | GWW | 1.3K | $1.31M |
 BlackRock, Inc. | BLK | 1.26K | $1.35M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.25K | $380.17K |
 Labcorp Holdings Inc. | LH | 1.15K | $287.26K |
 Take-Two Interactive Software, Inc. | TTWO | 1.05K | $268.83K |
 Spotify Technology S.A. | SPOT | 1.03K | $595.81K |
 Cummins Inc. | CMI | 980 | $500.24K |
 Linde plc | LIN | 979 | $417.44K |
 Curtiss-Wright Corporation | CW | 850 | $468.58K |
 EMCOR Group, Inc. | EME | 842 | $515.13K |
 Penumbra, Inc. | PEN | 838 | $260.54K |