VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DG | 2K | $238.37K |
 | KEYS | 2K | $398.06K |
 | WMS | 2K | $314.13K |
 | MLI | 2K | $228.10K |
 | BDX | 2K | $422.05K |
 | CDNS | 2K | $788.69K |
 | NVT | 2K | $214.54K |
 | CRH | 2K | $260.65K |
 | IRM | 2K | $221.48K |
 | BMO | 2K | $281.60K |
 | SJM | 2K | $230.09K |
 | ROST | 2K | $316.24K |
 | TT | 2K | $874.93K |
 | PAYC | 2K | $428.56K |
 | RH | 2K | $412.32K |
 | CRWV | 2K | $275.45K |
 | MTB | 2K | $394.43K |
 | AMP | 2K | $976.61K |
 | PH | 2K | $1.50M |
 | ESS | 2K | $525.15K |
Dollar General Corporation
DG
Shares Held
2K
Value
$238.37K
Keysight Technologies, Inc.
KEYS
Shares Held
2K
Value
$398.06K
Advanced Drainage Systems, Inc.
WMS
Shares Held
2K
Value
$314.13K
Mueller Industries, Inc.
MLI
Shares Held
2K
Value
$228.10K
Becton, Dickinson and Company
BDX
Shares Held
2K
Value
$422.05K
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$788.69K
nVent Electric plc
NVT
Shares Held
2K
Value
$214.54K
CRH plc
CRH
Shares Held
2K
Value
$260.65K
Iron Mountain Incorporated
IRM
Shares Held
2K
Value
$221.48K
Bank of Montreal
BMO
Shares Held
2K
Value
$281.60K
The J. M. Smucker Company
SJM
Shares Held
2K
Value
$230.09K
Ross Stores, Inc.
ROST
Shares Held
2K
Value
$316.24K
Trane Technologies plc
TT
Shares Held
2K
Value
$874.93K
Paycom Software, Inc.
PAYC
Shares Held
2K
Value
$428.56K
Rh
RH
Shares Held
2K
Value
$412.32K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
2K
Value
$275.45K
M&T Bank Corporation
MTB
Shares Held
2K
Value
$394.43K
Ameriprise Financial, Inc.
AMP
Shares Held
2K
Value
$976.61K
Parker-Hannifin Corporation
PH
Shares Held
2K
Value
$1.50M
Essex Property Trust, Inc.
ESS
Shares Held
2K
Value
$525.15K