Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Franco-Nevada Corporation | FNV | 203.06K | $42.21M |
 Broadcom Inc. | AVGO | 205.57K | $77.65M |
 Mondelez International, Inc. | MDLZ | 222.38K | $12.86M |
 International Flavors & Fragrances Inc. | IFF | 226.29K | $17.93M |
 The TJX Companies, Inc. | TJX | 227.96K | $34.54M |
 MP Materials Corp. | MP | 241.3K | $13.52M |
 Enbridge Inc. | ENB | 243.7K | $13.17M |
 Waste Management, Inc. | WM | 249.5K | $55.61M |
 Microsoft Corporation | MSFT | 258.92K | $96.58M |
 O'Reilly Automotive, Inc. | ORLY | 268.04K | $24.68M |
 CMS Energy Corporation | CMS | 297.15K | $22.73M |
 American Water Works Company, Inc. | AWK | 305.29K | $40.17M |
 Rollins, Inc. | ROL | 335.89K | $14.02M |
 Emerson Electric Co. | EMR | 336.2K | $48.13M |
 Canadian Pacific Kansas City Ltd. | CP | 343.36K | $29.71M |
 Baker Hughes Company | BKR | 350.21K | $19.44M |
 The Coca-Cola Company | KO | 432.38K | $35.14M |
 Solstice Advanced Materials Inc. | SOLS | 436.47K | $38.67M |
 Netflix, Inc. | NFLX | 468.77K | $33.47M |
 Amazon.com, Inc. | AMZN | 482.32K | $114.96M |