Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HCA Healthcare, Inc. | HCA | 595 | $231.95K |
 Monolithic Power Systems, Inc. | MPWR | 603 | $834.09K |
 Watsco, Inc. | WSO | 667 | $278.04K |
 Humana Inc. | HUM | 706 | $280.61K |
 Public Storage | PSA | 735 | $234.02K |
 Expedia Group, Inc. | EXPE | 815 | $208.58K |
 Targa Resources Corp. | TRGP | 878 | $235.34K |
 Sanmina Corporation | SANM | 885 | $223.9K |
 Modine Manufacturing Company | MOD | 898 | $239.78K |
 Moody's Corporation | MCO | 951 | $430.75K |
 Generac Holdings Inc. | GNRC | 954 | $279.34K |
 Coherent, Inc. | COHR | 1.03K | $408.46K |
 Ciena Corporation | CIEN | 1.05K | $513.62K |
 Ubiquiti Inc. | UI | 1.06K | $565K |
 Axon Enterprise, Inc. | AXON | 1.06K | $593.69K |
 Sandisk Corporation | SNDK | 1.06K | $2.41M |
 argenx SE | ARGX | 1.08K | $999.03K |
 Revolution Medicines, Inc. | RVMD | 1.1K | $206.17K |
 Aon plc | AON | 1.15K | $381.86K |
 McKesson Corporation | MCK | 1.16K | $875.93K |