Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuitive Surgical, Inc. | ISRG | 2.57K | $1.02M |
 BlackRock, Inc. | BLK | 2.62K | $2.52M |
 Air Products and Chemicals, Inc. | APD | 2.62K | $767.87K |
 D.R. Horton, Inc. | DHI | 2.63K | $429.18K |
 Solstice Advanced Materials Inc. | SOLS | 2.64K | $234.2K |
 Quanta Services, Inc. | PWR | 2.65K | $1.91M |
 EOG Resources, Inc. | EOG | 2.65K | $344.07K |
 Advanced Drainage Systems, Inc. | WMS | 2.67K | $419.38K |
 Airbnb, Inc. | ABNB | 2.68K | $383.48K |
 Thermo Fisher Scientific Inc. | TMO | 2.69K | $1.35M |
 Northrop Grumman Corporation | NOC | 2.7K | $1.38M |
 T-Mobile US, Inc. | TMUS | 2.71K | $454.84K |
 Welltower Inc. | WELL | 2.71K | $615.26K |
 Veralto Corporation | VLTO | 2.75K | $243.96K |
 Coinbase Global, Inc. | COIN | 2.77K | $404.79K |
 Accenture plc | ACN | 2.8K | $348.94K |
 Unum Group | UNM | 2.81K | $251.62K |
 Masco Corporation | MAS | 2.83K | $230.22K |
 Affirm Holdings, Inc. | AFRM | 2.85K | $232.64K |
 Cardinal Health, Inc. | CAH | 2.86K | $680.21K |