Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KB Financial Group Inc. | KB | 2.14K | $224.77K |
 Adobe Inc. | ADBE | 2.16K | $443.14K |
 AppLovin Corporation | APP | 2.18K | $1.12M |
 Toll Brothers, Inc. | TOL | 2.21K | $364.66K |
 Bank of Montreal | BMO | 2.22K | $392.81K |
 Performance Food Group Co | PFGC | 2.23K | $248.73K |
 Sea Limited | SE | 2.24K | $214.66K |
 The J. M. Smucker Company | SJM | 2.25K | $253.06K |
 Sterling Infrastructure, Inc. | STRL | 2.25K | $1.89M |
 Cheniere Energy, Inc. | LNG | 2.28K | $545.36K |
 AST SpaceMobile, Inc. | ASTS | 2.29K | $203.53K |
 Agnico Eagle Mines Limited | AEM | 2.31K | $357.69K |
 FTAI Aviation Ltd. | FTAI | 2.32K | $627.68K |
 Constellation Energy Corporation | CEG | 2.35K | $582.61K |
 L3Harris Technologies, Inc. | LHX | 2.37K | $688.42K |
 The Progressive Corporation | PGR | 2.38K | $519.58K |
 Twilio Inc. | TWLO | 2.38K | $491.55K |
 Bunge Global S.A. | BG | 2.42K | $258.39K |
 Equinix, Inc. | EQIX | 2.47K | $2.58M |
 ASML Holding N.V. | ASML | 2.57K | $5.11M |