Stock Taper 
COVENANT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rh | RH | 12.82K | $2.11M |
 Blackstone Inc. | BX | 13.93K | $1.64M |
 Cardinal Health, Inc. | CAH | 14.3K | $3.4M |
 QUALCOMM Incorporated | QCOM | 14.6K | $2.7M |
 Alphabet Inc. | GOOG | 15.17K | $5.36M |
 Palantir Technologies Inc. | PLTR | 15.25K | $1.78M |
 GE Vernova Inc. | GEV | 16.2K | $19.03M |
 Automatic Data Processing, Inc. | ADP | 16.38K | $3.67M |
 Amphenol Corporation | APH | 16.63K | $2.93M |
 FTAI Aviation Ltd. | FTAI | 18.17K | $4.92M |
 Analog Devices, Inc. | ADI | 18.23K | $7.24M |
 Tesla, Inc. | TSLA | 18.32K | $7.71M |
 American Express Company | AXP | 18.5K | $6.26M |
 Meta Platforms, Inc. | META | 19.75K | $11.13M |
 AbbVie Inc. | ABBV | 19.95K | $5.02M |
 Oracle Corporation | ORCL | 20.86K | $3.06M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 21.02K | $10.04M |
 GE Aerospace | GE | 21.8K | $8.15M |
 Citizens Financial Group, Inc. | CFG | 22.27K | $1.56M |
 Bank of America Corporation | BAC | 23.67K | $1.35M |