Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Owens Corning | OC | 26.34K | $4.19M |
 Eagle Materials Inc. | EXP | 24.4K | $5.49M |
 Huntington Ingalls Industries, Inc. | HII | 24.18K | $6.77M |
 Martin Marietta Materials, Inc. | MLM | 23.27K | $13.42M |
 IDEX Corporation | IEX | 22.8K | $5.17M |
 Costco Wholesale Corporation | COST | 21.93K | $20.52M |
 Sprouts Farmers Market, Inc. | SFM | 20.5K | $1.73M |
 Burlington Stores, Inc. | BURL | 20.3K | $6.43M |
 Snowflake Inc. | SNOW | 20.3K | $5.17M |
 Valmont Industries, Inc. | VMI | 16.8K | $9.7M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 15K | $7.16M |
 Woodward, Inc. | WWD | 14.17K | $6.03M |
 Applied Optoelectronics, Inc. | AAOI | 14.1K | $2.09M |
 Materion Corporation | MTRN | 12.1K | $3.6M |
 Teradyne, Inc. | TER | 10.7K | $5.18M |
 Deere & Company | DE | 10.24K | $6.5M |
 Zebra Technologies Corporation | ZBRA | 10.1K | $2.66M |
 Chemed Corporation | CHE | 9.9K | $4.61M |
 Roper Technologies, Inc. | ROP | 9.83K | $3.33M |
 Carlisle Companies Incorporated | CSL | 9.4K | $3.41M |