Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 13 | $9.74M |
 NVR, Inc. | NVR | 39 | $265.72K |
 AutoZone, Inc. | AZO | 74 | $237.04K |
 Markel Corporation | MKL | 122 | $238.27K |
 Comfort Systems USA, Inc. | FIX | 254 | $503.42K |
 EMCOR Group, Inc. | EME | 286 | $237.19K |
 MercadoLibre, Inc. | MELI | 306 | $518.68K |
 TransDigm Group Incorporated | TDG | 365 | $485.71K |
 W.W. Grainger, Inc. | GWW | 372 | $506.07K |
 IDEXX Laboratories, Inc. | IDXX | 383 | $201.63K |
 Bank of America Corporation | BAC-PL | 410 | $514.35K |
 Lennox International Inc. | LII | 459 | $262.98K |
 MSCI Inc. | MSCI | 461 | $258.18K |
 United Rentals, Inc. | URI | 487 | $551.72K |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 533 | $202.74K |
 Madison Square Garden Sports Corp. | MSGS | 563 | $226.21K |
 Casey's General Stores, Inc. | CASY | 566 | $449.88K |
 Lumentum Holdings Inc. | LITE | 588 | $504.17K |
 Roper Technologies, Inc. | ROP | 593 | $200.66K |
 Synopsys, Inc. | SNPS | 594 | $264.81K |