Stock Taper 
COVENANT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Chevron Corporation | CVX | 6.03K | $1M |
 Salesforce, Inc. | CRM | 6.06K | $949.67K |
 The Home Depot, Inc. | HD | 6.17K | $2.18M |
 The Goldman Sachs Group, Inc. | GS | 6.51K | $6.59M |
 Visa Inc. | V | 6.72K | $2.31M |
 Cheniere Energy Partners, L.P. | CQP | 7.29K | $444.63K |
 Extreme Networks, Inc. | EXTR | 7.4K | $239.54K |
 Texas Instruments Incorporated | TXN | 7.48K | $2.23M |
 Starbucks Corporation | SBUX | 8.05K | $822.22K |
 ASML Holding N.V. | ASML | 8.26K | $16.42M |
 RTX Corporation | RTX | 8.3K | $1.57M |
 Argan, Inc. | AGX | 8.75K | $6.99M |
 Eli Lilly and Company | LLY | 8.96K | $10.74M |
 RBC Bearings Incorporated | RBC | 9.64K | $6.21M |
 Aflac Incorporated | AFL | 9.8K | $1.15M |
 Palo Alto Networks, Inc. | PANW | 9.99K | $3.41M |
 Waste Management, Inc. | WM | 11.32K | $2.52M |
 Vertex Pharmaceuticals Incorporated | VRTX | 11.78K | $5.85M |
 Ondas Holdings Inc. | ONDS | 12K | $98.88K |
 Johnson & Johnson | JNJ | 12.7K | $3.23M |