Stock Taper 
F&V CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 250 | $234K |
 Microsoft Corporation | MSFT | 540 | $201K |
 Lam Research Corporation | LRCX | 850 | $368K |
 Nebius Group N.V. | NBIS | 930 | $257K |
 Amazon.com, Inc. | AMZN | 1.51K | $361K |
 Apple Inc. | AAPL | 2.19K | $633K |
 Intel Corp. | INTC | 2.65K | $369K |
 Rocket Lab USA, Inc. | RKLB | 2.81K | $286K |
 Affirm Holdings, Inc. | AFRM | 3.43K | $279K |
 Gilead Sciences, Inc. | GILD | 4.2K | $531K |
 SoFi Technologies, Inc. | SOFI | 13K | $233K |
 United Rentals, Inc. | URI | 28.97K | $32.82M |
 Meta Platforms, Inc. | META | 30.22K | $17.02M |
 FedEx Freight Holding Company, Inc. | FDXF | 31.69K | $4.79M |
 Valmont Industries, Inc. | VMI | 35.23K | $20.35M |
 Applied Materials, Inc. | AMAT | 42.19K | $30.5M |
 Alphabet Inc. | GOOGL | 62.97K | $22.5M |
 FedEx Corporation | FDX | 63.38K | $19.85M |
 D.R. Horton, Inc. | DHI | 65.17K | $10.61M |
 Oracle Corporation | ORCL | 74.77K | $10.96M |