Stock Taper 
GENEVA PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 16.41K | $11.86M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 19.94K | $9.52M |
 Sterling Infrastructure, Inc. | STRL | 20K | $16.78M |
 Marathon Petroleum Corporation | MPC | 22.28K | $5.7M |
 Vertiv Holdings Co | VRT | 24.85K | $8.32M |
 Valero Energy Corporation | VLO | 26.12K | $6.8M |
 Broadcom Inc. | AVGO | 27.52K | $10.4M |
 Teradyne, Inc. | TER | 28.5K | $13.79M |
 Bloom Energy Corporation | BE | 29.8K | $9.02M |
 MPLX Lp | MPLX | 30K | $1.69M |
 KLA Corporation | KLAC | 30.7K | $9.26M |
 Enterprise Products Partners L.P. | EPD | 40.25K | $1.48M |
 Modine Manufacturing Company | MOD | 42.16K | $11.26M |
 Dell Technologies Inc. | DELL | 47.11K | $20.33M |
 Alphabet Inc. | GOOGL | 47.37K | $16.93M |
 Corning Inc | GLW | 49.7K | $12.7M |
 Intel Corp. | INTC | 63.21K | $8.83M |
 Marvell Technology, Inc. | MRVL | 68.05K | $20.27M |
 NVIDIA Corporation | NVDA | 73.46K | $14.7M |
 BHP Group Limited | BHP | 82.28K | $6.85M |