Stock Taper

VALEO FINANCIAL ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Progressive CorporationPGR2.38K$519.58K
L3Harris Technologies, Inc.LHX2.37K$688.42K
Constellation Energy CorporationCEG2.35K$582.61K
FTAI Aviation Ltd.FTAI2.32K$627.68K
Agnico Eagle Mines LimitedAEM2.31K$357.69K
AST SpaceMobile, Inc.ASTS2.29K$203.53K
Cheniere Energy, Inc.LNG2.28K$545.36K
Sterling Infrastructure, Inc.STRL2.25K$1.89M
The J. M. Smucker CompanySJM2.25K$253.06K
Sea LimitedSE2.24K$214.66K
Performance Food Group CoPFGC2.23K$248.73K
Bank of MontrealBMO2.22K$392.81K
Toll Brothers, Inc.TOL2.21K$364.66K
AppLovin CorporationAPP2.18K$1.12M
Adobe Inc.ADBE2.16K$443.14K
KB Financial Group Inc.KB2.14K$224.77K
Live Nation Entertainment, Inc.LYV2.13K$390.94K
The Toronto-Dominion BankTD2.13K$258.28K
Rockwell Automation, Inc.ROK2.1K$1.04M
Reddit, Inc.RDDT2.08K$360.81K