Stock Taper

COVINGTON CAPITAL MANAGEMENT

Latest 13F filing data - Q3 2022

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Zscaler, Inc.ZS9.92K$1.63M
United Natural Foods, Inc.UNFI10K$344K
Warner Bros. Discovery, Inc.WBD10.05K$116K
New Mountain Finance CorporationNMFC10.05K$116K
Advanced Micro Devices, Inc.AMD10.35K$656K
Cummins Inc.CMI11.04K$2.25M
Corteva, Inc.CTVA11.22K$641K
The J. M. Smucker CompanySJM11.37K$1.56M
United Rentals, Inc.URI11.38K$3.07M
Enterprise Products Partners L.P.EPD11.42K$272K
Fortive CorporationFTV11.54K$672K
IQVIA Holdings Inc.IQV11.54K$2.09M
Fox CorporationFOXA11.59K$355K
Palantir Technologies Inc.PLTR11.79K$96K
ASML Holding N.V.ASML11.87K$4.93M
DocuSign, Inc.DOCU11.93K$638K
General Mills, Inc.GIS11.96K$916K
Toyota Motor CorporationTM12.52K$1.63M
Cheniere Energy, Inc.LNG12.97K$2.15M
Evercore Inc.EVR13.59K$1.12M