Stock Taper 
GENEVA PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 15.28K | $6.62M |
 Caterpillar Inc. | CAT | 10.75K | $11.44M |
 GE Vernova Inc. | GEV | 9.89K | $11.63M |
 Seagate Technology Holdings plc | STX | 9.62K | $9.28M |
 Meta Platforms, Inc. | META | 9.41K | $5.3M |
 Howmet Aerospace Inc. | HWM | 9.3K | $2.5M |
 Microsoft Corporation | MSFT | 6.84K | $2.55M |
 Altria Group, Inc. | MO | 5.48K | $394.07K |
 Argan, Inc. | AGX | 4.6K | $3.68M |
 Comfort Systems USA, Inc. | FIX | 4.32K | $8.55M |
 GE Aerospace | GE | 2.4K | $897.07K |
 Parker-Hannifin Corporation | PH | 2.37K | $2.31M |
 ASML Holding N.V. | ASML | 1.88K | $3.75M |
 Apple Inc. | AAPL | 1.7K | $490.38K |
 SiTime Corporation | SITM | 1.49K | $1.11M |
 Eli Lilly and Company | LLY | 1.44K | $1.72M |
 Visa Inc. | V | 1.32K | $451.95K |
 Quanta Services, Inc. | PWR | 1.31K | $945.42K |
 Deere & Company | DE | 555 | $352.05K |
 Costco Wholesale Corporation | COST | 513 | $480K |