VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HCA | 1K | $474.84K |
 | BE | 1K | $92.01K |
 | PKG | 1K | $234.28K |
 | EA | 1K | $208.96K |
 | UI | 1K | $677.10K |
 | MSI | 998 | $456.18K |
 | LOPE | 976 | $214.25K |
 | AVAV | 952 | $299.77K |
 | EVR | 947 | $319.44K |
 | URI | 906 | $865.37K |
 | RMD | 899 | $246.08K |
 | WSO | 859 | $347.25K |
 | PODD | 839 | $259.02K |
 | RL | 837 | $262.45K |
 | CHTR | 829 | $228.06K |
 | VRSK | 810 | $203.65K |
 | ROP | 790 | $393.96K |
 | ZS | 776 | $232.54K |
 | IT | 771 | $202.67K |
 | VEEV | 756 | $225.22K |
HCA Healthcare, Inc.
HCA
Shares Held
1K
Value
$474.84K
Bloom Energy Corporation
BE
Shares Held
1K
Value
$92.01K
Packaging Corporation of America
PKG
Shares Held
1K
Value
$234.28K
Electronic Arts Inc.
EA
Shares Held
1K
Value
$208.96K
Ubiquiti Inc.
UI
Shares Held
1K
Value
$677.10K
Motorola Solutions, Inc.
MSI
Shares Held
998
Value
$456.18K
Grand Canyon Education, Inc.
LOPE
Shares Held
976
Value
$214.25K
AeroVironment, Inc.
AVAV
Shares Held
952
Value
$299.77K
Evercore Inc.
EVR
Shares Held
947
Value
$319.44K
United Rentals, Inc.
URI
Shares Held
906
Value
$865.37K
ResMed Inc.
RMD
Shares Held
899
Value
$246.08K
Watsco, Inc.
WSO
Shares Held
859
Value
$347.25K
Insulet Corporation
PODD
Shares Held
839
Value
$259.02K
Ralph Lauren Corporation
RL
Shares Held
837
Value
$262.45K
Charter Communications, Inc.
CHTR
Shares Held
829
Value
$228.06K
Verisk Analytics, Inc.
VRSK
Shares Held
810
Value
$203.65K
Roper Technologies, Inc.
ROP
Shares Held
790
Value
$393.96K
Zscaler, Inc.
ZS
Shares Held
776
Value
$232.54K
Gartner, Inc.
IT
Shares Held
771
Value
$202.67K
Veeva Systems Inc.
VEEV
Shares Held
756
Value
$225.22K