Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CBRE Group, Inc. | CBRE | 1.8K | $242.04K |
 Western Digital Corporation | WDC | 1.79K | $1.14M |
 Old Dominion Freight Line, Inc. | ODFL | 1.75K | $378.83K |
 Texas Roadhouse, Inc. | TXRH | 1.74K | $335.45K |
 Diamondback Energy, Inc. | FANG | 1.73K | $303.75K |
 Neurocrine Biosciences, Inc. | NBIX | 1.68K | $282.97K |
 DXP Enterprises, Inc. | DXPE | 1.63K | $274.71K |
 Align Technology, Inc. | ALGN | 1.62K | $273.65K |
 Tapestry, Inc. | TPR | 1.61K | $236.23K |
 Southern Copper Corporation | SCCO | 1.57K | $272.86K |
 Okta, Inc. | OKTA | 1.56K | $213.27K |
 Rh | RH | 1.54K | $253.19K |
 Williams-Sonoma, Inc. | WSM | 1.53K | $357.29K |
 Nebius Group N.V. | NBIS | 1.52K | $421.24K |
 Natera, Inc. | NTRA | 1.5K | $407.18K |
 DoorDash, Inc. | DASH | 1.42K | $262.59K |
 Intuit Inc. | INTU | 1.41K | $367.54K |
 Spotify Technology S.A. | SPOT | 1.39K | $636.81K |
 Keysight Technologies, Inc. | KEYS | 1.38K | $483.69K |
 Cloudflare, Inc. | NET | 1.36K | $332.78K |