Stock Taper 
COVENANT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quanta Services, Inc. | PWR | 24.5K | $17.64M |
 Capital One Financial Corporation | COF | 24.79K | $4.97M |
 JPMorgan Chase & Co. | JPM | 25.14K | $8.23M |
 Bloom Energy Corporation | BE | 25.57K | $7.74M |
 Old Dominion Freight Line, Inc. | ODFL | 25.91K | $5.61M |
 Fastenal Company | FAST | 27.54K | $1.32M |
 Energy Transfer LP | ET | 27.89K | $533.22K |
 SolarEdge Technologies, Inc. | SEDG | 28K | $1.64M |
 Morgan Stanley | MS | 39.59K | $8.28M |
 AstraZeneca PLC | AZN | 41.87K | $7.94M |
 Alphabet Inc. | GOOGL | 43.07K | $15.39M |
 Arista Networks, Inc. | ANET | 47.14K | $8.01M |
 Howmet Aerospace Inc. | HWM | 47.49K | $12.77M |
 Enterprise Products Partners L.P. | EPD | 49.97K | $1.84M |
 Broadcom Inc. | AVGO | 53.64K | $20.26M |
 Merck & Co., Inc. | MRK | 53.92K | $6.93M |
 Microsoft Corporation | MSFT | 65.86K | $24.57M |
 KLA Corporation | KLAC | 72.55K | $21.89M |
 Amazon.com, Inc. | AMZN | 76.73K | $18.29M |
 Apple Inc. | AAPL | 80.43K | $23.27M |