VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZTS | 5K | $800.48K |
 | BWXT | 5K | $1.01M |
 | OKLO | 5K | $609.51K |
 | SRE | 5K | $481.81K |
 | RIO | 5K | $347.94K |
 | CEG | 5K | $1.72M |
 | DDOG | 5K | $739.43K |
 | ACN | 5K | $1.27M |
 | VNT | 5K | $212.54K |
 | BABA | 5K | $901.60K |
 | PTON | 5K | $45.09K |
 | UAL | 5K | $482.38K |
 | EVRG | 5K | $379.42K |
 | TRV | 5K | $1.39M |
 | RRR | 5K | $303.29K |
 | ISRG | 5K | $2.20M |
 | ORI | 5K | $206.63K |
 | LH | 5K | $1.39M |
 | FI | 5K | $622.50K |
 | WRB | 5K | $366.86K |
Zoetis Inc.
ZTS
Shares Held
5K
Value
$800.48K
BWX Technologies, Inc.
BWXT
Shares Held
5K
Value
$1.01M
Oklo Inc.
OKLO
Shares Held
5K
Value
$609.51K
Sempra
SRE
Shares Held
5K
Value
$481.81K
Rio Tinto Group
RIO
Shares Held
5K
Value
$347.94K
Constellation Energy Corporation
CEG
Shares Held
5K
Value
$1.72M
Datadog, Inc.
DDOG
Shares Held
5K
Value
$739.43K
Accenture plc
ACN
Shares Held
5K
Value
$1.27M
Vontier Corporation
VNT
Shares Held
5K
Value
$212.54K
Alibaba Group Holding Limited
BABA
Shares Held
5K
Value
$901.60K
Peloton Interactive, Inc.
PTON
Shares Held
5K
Value
$45.09K
United Airlines Holdings, Inc.
UAL
Shares Held
5K
Value
$482.38K
Evergy, Inc.
EVRG
Shares Held
5K
Value
$379.42K
The Travelers Companies, Inc.
TRV
Shares Held
5K
Value
$1.39M
Red Rock Resorts, Inc.
RRR
Shares Held
5K
Value
$303.29K
Intuitive Surgical, Inc.
ISRG
Shares Held
5K
Value
$2.20M
Old Republic International Corporation
ORI
Shares Held
5K
Value
$206.63K
Labcorp Holdings Inc.
LH
Shares Held
5K
Value
$1.39M
Fiserv, Inc.
FI
Shares Held
5K
Value
$622.50K
W. R. Berkley Corporation
WRB
Shares Held
5K
Value
$366.86K