Stock Taper 
COVENANT ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 15.17K | $5.36M |
 QUALCOMM Incorporated | QCOM | 14.6K | $2.7M |
 Cardinal Health, Inc. | CAH | 14.3K | $3.4M |
 Blackstone Inc. | BX | 13.93K | $1.64M |
 Rh | RH | 12.82K | $2.11M |
 Johnson & Johnson | JNJ | 12.7K | $3.23M |
 Ondas Holdings Inc. | ONDS | 12K | $98.88K |
 Vertex Pharmaceuticals Incorporated | VRTX | 11.78K | $5.85M |
 Waste Management, Inc. | WM | 11.32K | $2.52M |
 Palo Alto Networks, Inc. | PANW | 9.99K | $3.41M |
 Aflac Incorporated | AFL | 9.8K | $1.15M |
 RBC Bearings Incorporated | RBC | 9.64K | $6.21M |
 Eli Lilly and Company | LLY | 8.96K | $10.74M |
 Argan, Inc. | AGX | 8.75K | $6.99M |
 RTX Corporation | RTX | 8.3K | $1.57M |
 ASML Holding N.V. | ASML | 8.26K | $16.42M |
 Starbucks Corporation | SBUX | 8.05K | $822.22K |
 Texas Instruments Incorporated | TXN | 7.48K | $2.23M |
 Extreme Networks, Inc. | EXTR | 7.4K | $239.54K |
 Cheniere Energy Partners, L.P. | CQP | 7.29K | $444.63K |