Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ingredion Incorporated | INGR | 81.2K | $7.69M |
 Starbucks Corporation | SBUX | 81.52K | $8.33M |
 Marriott International, Inc. | MAR | 82.27K | $30.49M |
 The PNC Financial Services Group, Inc. | PNC | 83K | $20.44M |
 Thermo Fisher Scientific Inc. | TMO | 83.55K | $41.89M |
 Cognex Corporation | CGNX | 83.9K | $6.08M |
 The Walt Disney Company | DIS | 85.18K | $8.2M |
 Intuitive Surgical, Inc. | ISRG | 89.06K | $35.42M |
 Constellation Energy Corporation | CEG | 92.42K | $22.95M |
 Analog Devices, Inc. | ADI | 97.6K | $38.76M |
 Globus Medical, Inc. | GMED | 97.9K | $7.74M |
 Advanced Micro Devices, Inc. | AMD | 100.04K | $58.12M |
 NIKE, Inc. | NKE | 101.54K | $4.17M |
 Cheniere Energy, Inc. | LNG | 102.98K | $24.61M |
 ON Semiconductor Corporation | ON | 103.61K | $9.8M |
 McCormick & Company, Incorporated | MKC | 104.96K | $5.29M |
 NextEra Energy, Inc. | NEE | 107.58K | $9.44M |
 Oshkosh Corp | OSK | 110.03K | $16.89M |
 American Express Company | AXP | 111.47K | $37.7M |
 Cadence Design Systems, Inc. | CDNS | 119.28K | $44.77M |