VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCCO | 3K | $319.44K |
 | NOW | 3K | $2.42M |
 | TXRH | 3K | $433.57K |
 | CSGP | 3K | $219.95K |
 | FANG | 3K | $367.44K |
 | FTAI | 3K | $424.19K |
 | CAH | 3K | $396.74K |
 | LNG | 3K | $593.58K |
 | ROK | 3K | $880.47K |
 | INTU | 3K | $1.72M |
 | STX | 3K | $591.12K |
 | RSG | 3K | $574.33K |
 | SCI | 2K | $202.56K |
 | ASML | 2K | $2.34M |
 | WDAY | 2K | $576.79K |
 | LHX | 2K | $729.23K |
 | CBRE | 2K | $374.52K |
 | AON | 2K | $839.89K |
 | IDA | 2K | $306.85K |
 | PNW | 2K | $207.92K |
Southern Copper Corporation
SCCO
Shares Held
3K
Value
$319.44K
ServiceNow, Inc.
NOW
Shares Held
3K
Value
$2.42M
Texas Roadhouse, Inc.
TXRH
Shares Held
3K
Value
$433.57K
CoStar Group, Inc.
CSGP
Shares Held
3K
Value
$219.95K
Diamondback Energy, Inc.
FANG
Shares Held
3K
Value
$367.44K
FTAI Aviation Ltd.
FTAI
Shares Held
3K
Value
$424.19K
Cardinal Health, Inc.
CAH
Shares Held
3K
Value
$396.74K
Cheniere Energy, Inc.
LNG
Shares Held
3K
Value
$593.58K
Rockwell Automation, Inc.
ROK
Shares Held
3K
Value
$880.47K
Intuit Inc.
INTU
Shares Held
3K
Value
$1.72M
Seagate Technology Holdings plc
STX
Shares Held
3K
Value
$591.12K
Republic Services, Inc.
RSG
Shares Held
3K
Value
$574.33K
Service Corporation International
SCI
Shares Held
2K
Value
$202.56K
ASML Holding N.V.
ASML
Shares Held
2K
Value
$2.34M
Workday, Inc.
WDAY
Shares Held
2K
Value
$576.79K
L3Harris Technologies, Inc.
LHX
Shares Held
2K
Value
$729.23K
CBRE Group, Inc.
CBRE
Shares Held
2K
Value
$374.52K
Aon plc
AON
Shares Held
2K
Value
$839.89K
IDACORP, Inc.
IDA
Shares Held
2K
Value
$306.85K
Pinnacle West Capital Corporation
PNW
Shares Held
2K
Value
$207.92K