Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Hewlett Packard Enterprise Company | HPE | 8.13K | $366.93K |
 BHP Group Limited | BHP | 8.28K | $689.97K |
 Firefly Aerospace Inc. | FLY | 8.32K | $244.55K |
 Gilead Sciences, Inc. | GILD | 8.37K | $1.06M |
 Manulife Financial Corporation | MFC | 8.48K | $343.36K |
 Amphenol Corporation | APH | 8.53K | $1.5M |
 Snowflake Inc. | SNOW | 8.57K | $2.18M |
 American International Group, Inc. | AIG | 8.62K | $642.33K |
 Carrier Global Corporation | CARR | 8.71K | $638.67K |
 Lennar Corporation | LEN | 8.74K | $790.6K |
 Deere & Company | DE | 8.83K | $5.6M |
 Acadia Healthcare Company, Inc. | ACHC | 8.84K | $260.99K |
 Yum! Brands, Inc. | YUM | 8.88K | $1.42M |
 MetLife, Inc. | MET | 9.11K | $771.13K |
 Costco Wholesale Corporation | COST | 9.18K | $8.59M |
 Louisiana-Pacific Corporation | LPX | 9.22K | $725.64K |
 CrowdStrike Holdings, Inc. | CRWD | 9.25K | $7.06M |
 Vericel Corporation | VCEL | 9.29K | $413.29K |
 Novartis AG | NVS | 9.31K | $1.46M |
 Emerson Electric Co. | EMR | 9.49K | $1.36M |