
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | APLD | 9K | $202.97K |
![]() | MPC | 9K | $1.69M |
![]() | CTVA | 9K | $592.84K |
![]() | GS | 9K | $6.86M |
![]() | O | 8K | $515.26K |
![]() | APA | 8K | $201.18K |
![]() | SPG | 8K | $1.54M |
![]() | TXN | 8K | $1.51M |
![]() | DELL | 8K | $1.16M |
![]() | CTAS | 8K | $1.67M |
![]() | JCI | 8K | $894.15K |
![]() | NUE | 8K | $1.09M |
![]() | EW | 8K | $625.82K |
![]() | SYK | 8K | $2.96M |
![]() | GEHC | 8K | $600.20K |
![]() | MPLX | 8K | $397.04K |
![]() | GD | 8K | $2.69M |
![]() | GKOS | 8K | $643.76K |
![]() | RGTI | 8K | $234.26K |
![]() | TMUS | 8K | $1.87M |

Applied Digital Corporation
APLD
Shares Held
9K
Value
$202.97K

Marathon Petroleum Corporation
MPC
Shares Held
9K
Value
$1.69M

Corteva, Inc.
CTVA
Shares Held
9K
Value
$592.84K

The Goldman Sachs Group, Inc.
GS
Shares Held
9K
Value
$6.86M

Realty Income Corporation
O
Shares Held
8K
Value
$515.26K

APA Corporation
APA
Shares Held
8K
Value
$201.18K

Simon Property Group, Inc.
SPG
Shares Held
8K
Value
$1.54M

Texas Instruments Incorporated
TXN
Shares Held
8K
Value
$1.51M

Dell Technologies Inc.
DELL
Shares Held
8K
Value
$1.16M

Cintas Corporation
CTAS
Shares Held
8K
Value
$1.67M

Johnson Controls International plc
JCI
Shares Held
8K
Value
$894.15K

Nucor Corporation
NUE
Shares Held
8K
Value
$1.09M

Edwards Lifesciences Corporation
EW
Shares Held
8K
Value
$625.82K

Stryker Corporation
SYK
Shares Held
8K
Value
$2.96M

GE HealthCare Technologies Inc.
GEHC
Shares Held
8K
Value
$600.20K

MPLX Lp
MPLX
Shares Held
8K
Value
$397.04K

General Dynamics Corporation
GD
Shares Held
8K
Value
$2.69M

Glaukos Corporation
GKOS
Shares Held
8K
Value
$643.76K

Rigetti Computing, Inc.
RGTI
Shares Held
8K
Value
$234.26K

T-Mobile US, Inc.
TMUS
Shares Held
8K
Value
$1.87M
