VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HEI | 2K | $510.38K |
 | BIDU | 2K | $206.31K |
 | JBL | 2K | $338.79K |
 | RDDT | 2K | $355.89K |
 | GNRC | 2K | $256.79K |
 | GRMN | 1K | $366.63K |
 | MCK | 1K | $1.14M |
 | LYV | 1K | $227.94K |
 | TRGP | 1K | $230.96K |
 | PSA | 1K | $397.22K |
 | EXPE | 1K | $291.98K |
 | ARGX | 1K | $1.00M |
 | EFX | 1K | $338.11K |
 | CPAY | 1K | $375.92K |
 | WSM | 1K | $253.33K |
 | AME | 1K | $239.90K |
 | KLAC | 1K | $1.35M |
 | DRI | 1K | $230.44K |
 | AXON | 1K | $823.13K |
 | RACE | 1K | $547.79K |
HEICO Corporation
HEI
Shares Held
2K
Value
$510.38K
Baidu, Inc.
BIDU
Shares Held
2K
Value
$206.31K
Jabil Inc.
JBL
Shares Held
2K
Value
$338.79K
Reddit, Inc.
RDDT
Shares Held
2K
Value
$355.89K
Generac Holdings Inc.
GNRC
Shares Held
2K
Value
$256.79K
Garmin Ltd.
GRMN
Shares Held
1K
Value
$366.63K
McKesson Corporation
MCK
Shares Held
1K
Value
$1.14M
Live Nation Entertainment, Inc.
LYV
Shares Held
1K
Value
$227.94K
Targa Resources Corp.
TRGP
Shares Held
1K
Value
$230.96K
Public Storage
PSA
Shares Held
1K
Value
$397.22K
Expedia Group, Inc.
EXPE
Shares Held
1K
Value
$291.98K
argenx SE
ARGX
Shares Held
1K
Value
$1.00M
Equifax Inc.
EFX
Shares Held
1K
Value
$338.11K
Corpay, Inc.
CPAY
Shares Held
1K
Value
$375.92K
Williams-Sonoma, Inc.
WSM
Shares Held
1K
Value
$253.33K
AMETEK, Inc.
AME
Shares Held
1K
Value
$239.90K
KLA Corporation
KLAC
Shares Held
1K
Value
$1.35M
Darden Restaurants, Inc.
DRI
Shares Held
1K
Value
$230.44K
Axon Enterprise, Inc.
AXON
Shares Held
1K
Value
$823.13K
Ferrari N.V.
RACE
Shares Held
1K
Value
$547.79K