Stock Taper 
COVENANT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 1.35K | $585K |
 Phillips 66 | PSX | 1.31K | $221.46K |
 Lockheed Martin Corporation | LMT | 799 | $407.06K |
 Monolithic Power Systems, Inc. | MPWR | 447 | $617.91K |
 AppLovin Corporation | APP | 439 | $226.19K |