Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Moog Inc. | MOG-A | 54.22K | $22.98M |
 Applied Materials, Inc. | AMAT | 56.11K | $40.57M |
 Rockwell Automation, Inc. | ROK | 58.61K | $29.02M |
 Bentley Systems, Incorporated | BSY | 59.3K | $1.77M |
 AMETEK, Inc. | AME | 61.72K | $14.93M |
 Zions Bancorporation, National Association | ZION | 62.6K | $4.33M |
 Texas Instruments Incorporated | TXN | 62.95K | $18.76M |
 JPMorgan Chase & Co. | JPM | 63.27K | $20.71M |
 The Procter & Gamble Company | PG | 64.05K | $9.39M |
 Zoetis Inc. | ZTS | 64.16K | $4.61M |
 Datadog, Inc. | DDOG | 65.3K | $17M |
 Teledyne Technologies Incorporated | TDY | 65.82K | $43.89M |
 Uber Technologies, Inc. | UBER | 67.7K | $4.89M |
 Westinghouse Air Brake Technologies Corporation | WAB | 69.58K | $18.76M |
 Commercial Metals Company | CMC | 75.9K | $4.76M |
 Rubrik, Inc. | RBRK | 76.6K | $6.15M |
 Dynatrace, Inc. | DT | 78.5K | $3.45M |
 Sensient Technologies Corporation | SXT | 79K | $9.74M |
 Donaldson Company, Inc. | DCI | 79.63K | $7.15M |
 Edwards Lifesciences Corporation | EW | 81.1K | $7.34M |