Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snowflake Inc. | SNOW | 20.3K | $5.17M |
 Sprouts Farmers Market, Inc. | SFM | 20.5K | $1.73M |
 Costco Wholesale Corporation | COST | 21.93K | $20.52M |
 IDEX Corporation | IEX | 22.8K | $5.17M |
 Martin Marietta Materials, Inc. | MLM | 23.27K | $13.42M |
 Huntington Ingalls Industries, Inc. | HII | 24.18K | $6.77M |
 Eagle Materials Inc. | EXP | 24.4K | $5.49M |
 Owens Corning | OC | 26.34K | $4.19M |
 Parker-Hannifin Corporation | PH | 26.94K | $26.35M |
 Repligen Corporation | RGEN | 28K | $3.82M |
 Cullen/Frost Bankers, Inc. | CFR | 28.2K | $4.36M |
 ITT Inc. | ITT | 28.3K | $5.6M |
 Micron Technology, Inc. | MU | 28.48K | $32.87M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 28.9K | $10.99M |
 MongoDB, Inc. | MDB | 29.01K | $9.74M |
 Curtiss-Wright Corporation | CW | 29.2K | $22.13M |
 Hyatt Hotels Corporation | H | 30.1K | $5.83M |
 ATI Inc. | ATI | 31K | $6.11M |
 PepsiCo, Inc. | PEP | 31.24K | $4.23M |
 Honeywell International Inc. | HON | 31.4K | $7.03M |