Stock Taper 
COVEY CAPITAL ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 137 | $1.01M |
 Thermo Fisher Scientific Inc. | TMO | 490 | $198.68K |
 Mastercard Incorporated | MA | 735 | $413.03K |
 First Citizens BancShares, Inc. | FCNCA | 985 | $1.93M |
 Booking Holdings Inc. | BKNG | 1.12K | $6.47M |
 The Sherwin-Williams Company | SHW | 1.23K | $420.96K |
 Microsoft Corporation | MSFT | 2.45K | $1.22M |
 JPMorgan Chase & Co. | JPM | 2.45K | $710.28K |
 Talen Energy Corporation | TLN | 2.52K | $731.87K |
 Morningstar, Inc. | MORN | 2.6K | $817.47K |
 Kinsale Capital Group, Inc. | KNSL | 2.69K | $1.3M |
 Blackstone Inc. | BX | 3.92K | $586.35K |
 Medpace Holdings, Inc. | MEDP | 4.16K | $1.31M |
 Apple Inc. | AAPL | 4.19K | $859.05K |
 Danaher Corporation | DHR | 4.47K | $882.81K |
 The Walt Disney Company | DIS | 4.93K | $611.25K |
 Gartner, Inc. | IT | 5.36K | $2.16M |
 Workday, Inc. | WDAY | 5.52K | $1.32M |
 PayPal Holdings, Inc. | PYPL | 5.88K | $436.93K |
 Meta Platforms, Inc. | META | 6.57K | $4.85M |