Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bank of America Corporation | BAC | 969.92K | $55.27M |
 Cameco Corporation | CCJ | 636.14K | $64.69M |
 NVIDIA Corporation | NVDA | 591.19K | $118.29M |
 Huntington Bancshares Incorporated | HBAN | 586.2K | $10.39M |
 SailPoint, Inc. | SAIL | 576.9K | $8.45M |
 Apple Inc. | AAPL | 551.55K | $159.6M |
 Walmart Inc. | WMT | 533.61K | $60.44M |
 Alphabet Inc. | GOOGL | 486.05K | $173.7M |
 Amazon.com, Inc. | AMZN | 482.32K | $114.96M |
 Netflix, Inc. | NFLX | 468.77K | $33.47M |
 Solstice Advanced Materials Inc. | SOLS | 436.47K | $38.67M |
 The Coca-Cola Company | KO | 432.38K | $35.14M |
 Baker Hughes Company | BKR | 350.21K | $19.44M |
 Canadian Pacific Kansas City Ltd. | CP | 343.36K | $29.71M |
 Emerson Electric Co. | EMR | 336.2K | $48.13M |
 Rollins, Inc. | ROL | 335.89K | $14.02M |
 American Water Works Company, Inc. | AWK | 305.29K | $40.17M |
 CMS Energy Corporation | CMS | 297.15K | $22.73M |
 O'Reilly Automotive, Inc. | ORLY | 268.04K | $24.68M |
 Microsoft Corporation | MSFT | 258.92K | $96.58M |