GENEVA PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 80K | $13.94M |
 | GOOGL | 47K | $13.60M |
 | EPD | 40K | $1.52M |
 | ORLY | 38K | $3.49M |
 | MPLX | 35K | $2.00M |
 | DELL | 33K | $5.42M |
 | MOD | 32K | $6.99M |
 | AVGO | 31K | $9.63M |
 | AAOI | 30K | $2.50M |
 | VRT | 28K | $7.09M |
 | MPC | 22K | $5.43M |
 | VLO | 22K | $5.42M |
 | STRL | 18K | $7.36M |
 | TSM | 15K | $5.02M |
 | HSY | 13K | $2.69M |
 | LRCX | 12K | $2.65M |
 | META | 12K | $6.69M |
 | CAT | 11K | $7.87M |
 | HWM | 9K | $2.15M |
 | GEV | 9K | $7.59M |
NVIDIA Corporation
NVDA
Shares Held
80K
Value
$13.94M
Alphabet Inc.
GOOGL
Shares Held
47K
Value
$13.60M
Enterprise Products Partners L.P.
EPD
Shares Held
40K
Value
$1.52M
O'Reilly Automotive, Inc.
ORLY
Shares Held
38K
Value
$3.49M
MPLX Lp
MPLX
Shares Held
35K
Value
$2.00M
Dell Technologies Inc.
DELL
Shares Held
33K
Value
$5.42M
Modine Manufacturing Company
MOD
Shares Held
32K
Value
$6.99M
Broadcom Inc.
AVGO
Shares Held
31K
Value
$9.63M
Applied Optoelectronics, Inc.
AAOI
Shares Held
30K
Value
$2.50M
Vertiv Holdings Co
VRT
Shares Held
28K
Value
$7.09M
Marathon Petroleum Corporation
MPC
Shares Held
22K
Value
$5.43M
Valero Energy Corporation
VLO
Shares Held
22K
Value
$5.42M
Sterling Infrastructure, Inc.
STRL
Shares Held
18K
Value
$7.36M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
15K
Value
$5.02M
The Hershey Company
HSY
Shares Held
13K
Value
$2.69M
Lam Research Corporation
LRCX
Shares Held
12K
Value
$2.65M
Meta Platforms, Inc.
META
Shares Held
12K
Value
$6.69M
Caterpillar Inc.
CAT
Shares Held
11K
Value
$7.87M
Howmet Aerospace Inc.
HWM
Shares Held
9K
Value
$2.15M
GE Vernova Inc.
GEV
Shares Held
9K
Value
$7.59M