Stock Taper

VALEO FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Kraft Heinz CompanyKHC25.38K$599.45K
Kinder Morgan, Inc.KMI25.67K$820.92K
Rivian Automotive, Inc.RIVN25.89K$449.13K
United Parcel Service, Inc.UPS25.9K$2.78M
NextEra Energy, Inc.NEE26.29K$2.31M
Novo Nordisk A/SNVO26.62K$1.28M
Old National BancorpONB26.72K$692.03K
Abbott LaboratoriesABT26.91K$2.44M
Oaktree Specialty Lending CorporationOCSL27.5K$328.35K
Altria Group, Inc.MO27.56K$1.98M
NIKE, Inc.NKE27.59K$1.13M
The Charles Schwab CorporationSCHW27.94K$2.58M
Starbucks CorporationSBUX28.02K$2.86M
The Boeing CompanyBA28.83K$6.24M
Bristol-Myers Squibb CompanyBMY29.78K$1.72M
ASP Isotopes Inc. Common StockASPI30K$186.6K
Taiwan Semiconductor Manufacturing Company LimitedTSM31.73K$15.15M
Mondelez International, Inc.MDLZ32.17K$1.86M
Philip Morris International Inc.PM32.72K$5.92M
Caterpillar Inc.CAT33.19K$35.34M