Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coherent, Inc. | COHR | 39.8K | $15.7M |
 HealthEquity, Inc. | HQY | 39.2K | $3.54M |
 GE Vernova Inc. | GEV | 38.34K | $45.04M |
 Targa Resources Corp. | TRGP | 38.15K | $10.23M |
 Eli Lilly and Company | LLY | 36.01K | $43.19M |
 Motorola Solutions, Inc. | MSI | 34.94K | $14.51M |
 The Sherwin-Williams Company | SHW | 32.89K | $11.32M |
 Clean Harbors, Inc. | CLH | 32.29K | $9.65M |
 Honeywell International Inc. | HON | 31.4K | $7.03M |
 PepsiCo, Inc. | PEP | 31.24K | $4.23M |
 ATI Inc. | ATI | 31K | $6.11M |
 Hyatt Hotels Corporation | H | 30.1K | $5.83M |
 Curtiss-Wright Corporation | CW | 29.2K | $22.13M |
 MongoDB, Inc. | MDB | 29.01K | $9.74M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 28.9K | $10.99M |
 Micron Technology, Inc. | MU | 28.48K | $32.87M |
 ITT Inc. | ITT | 28.3K | $5.6M |
 Cullen/Frost Bankers, Inc. | CFR | 28.2K | $4.36M |
 Repligen Corporation | RGEN | 28K | $3.82M |
 Parker-Hannifin Corporation | PH | 26.94K | $26.35M |