Stock Taper 
COVEA FINANCE
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Howmet Aerospace Inc. | HWM | 138.56K | $37.25M |
 Cisco Systems, Inc. | CSCO | 133K | $15.62M |
 L3Harris Technologies, Inc. | LHX | 125.99K | $36.61M |
 Keysight Technologies, Inc. | KEYS | 123.33K | $43.17M |
 Associated Banc-Corp | ASB | 122.3K | $3.76M |
 BWX Technologies, Inc. | BWXT | 121.13K | $23.58M |
 Amphenol Corporation | APH | 120.54K | $21.25M |
 Morgan Stanley | MS | 119.97K | $25.08M |
 Cadence Design Systems, Inc. | CDNS | 119.28K | $44.77M |
 American Express Company | AXP | 111.47K | $37.7M |
 Oshkosh Corp | OSK | 110.03K | $16.89M |
 NextEra Energy, Inc. | NEE | 107.58K | $9.44M |
 McCormick & Company, Incorporated | MKC | 104.96K | $5.29M |
 ON Semiconductor Corporation | ON | 103.61K | $9.8M |
 Cheniere Energy, Inc. | LNG | 102.98K | $24.61M |
 NIKE, Inc. | NKE | 101.54K | $4.17M |
 Advanced Micro Devices, Inc. | AMD | 100.04K | $58.12M |
 Globus Medical, Inc. | GMED | 97.9K | $7.74M |
 Analog Devices, Inc. | ADI | 97.6K | $38.76M |
 Constellation Energy Corporation | CEG | 92.42K | $22.95M |