Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Morgan Stanley | MS | 119.97K | $25.08M |
 Amphenol Corporation | APH | 120.54K | $21.25M |
 BWX Technologies, Inc. | BWXT | 121.13K | $23.58M |
 Associated Banc-Corp | ASB | 122.3K | $3.76M |
 Keysight Technologies, Inc. | KEYS | 123.33K | $43.17M |
 L3Harris Technologies, Inc. | LHX | 125.99K | $36.61M |
 Cisco Systems, Inc. | CSCO | 133K | $15.62M |
 Howmet Aerospace Inc. | HWM | 138.56K | $37.25M |
 NexGen Energy Ltd. | NXE | 140K | $1.31M |
 BioMarin Pharmaceutical Inc. | BMRN | 140.5K | $8.04M |
 United States Antimony Corporation | UAMY | 140.9K | $1.02M |
 Palo Alto Networks, Inc. | PANW | 148K | $50.47M |
 Mirion Technologies, Inc. | MIR | 158.4K | $2.84M |
 Essential Utilities, Inc. | WTRG | 161.5K | $6.19M |
 Visa Inc. | V | 162.58K | $55.78M |
 Amkor Technology, Inc. | AMKR | 162.66K | $14.03M |
 Church & Dwight Co., Inc. | CHD | 168.64K | $16.34M |
 Tractor Supply Company | TSCO | 187.28K | $5.92M |
 Xylem Inc. | XYL | 190.01K | $22.46M |
 Gilead Sciences, Inc. | GILD | 196.02K | $24.77M |