Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wheaton Precious Metals Corp. | WPM | 2.87K | $321.93K |
 Steel Dynamics, Inc. | STLD | 2.87K | $659.45K |
 CME Group Inc. | CME | 2.88K | $634.9K |
 WEC Energy Group, Inc. | WEC | 2.88K | $335.9K |
 Martin Marietta Materials, Inc. | MLM | 2.9K | $1.67M |
 ON Semiconductor Corporation | ON | 2.9K | $274.39K |
 Ecolab Inc. | ECL | 2.93K | $815.21K |
 Credo Technology Group Holding Ltd | CRDO | 2.95K | $801.81K |
 Qnity Electronics, Inc. | Q | 2.95K | $481.84K |
 Arthur J. Gallagher & Co. | AJG | 2.95K | $677.79K |
 Sempra | SRE | 3.07K | $284.33K |
 Block, Inc. | XYZ | 3.12K | $237.29K |
 Brown & Brown, Inc. | BRO | 3.13K | $201.04K |
 Royal Caribbean Cruises Ltd. | RCL | 3.15K | $999.44K |
 SAP SE | SAP | 3.17K | $489.01K |
 Principal Financial Group, Inc. | PFG | 3.18K | $343.04K |
 Linde plc | LIN | 3.2K | $1.66M |
 Paychex, Inc. | PAYX | 3.21K | $315.3K |
 Cameco Corporation | CCJ | 3.23K | $328.7K |
 Toyota Motor Corporation | TM | 3.26K | $548.78K |