Stock Taper 
VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Uber Technologies, Inc. | UBER | 24.09K | $1.74M |
 Slb N.V. | SLB | 23.61K | $1.1M |
 Palo Alto Networks, Inc. | PANW | 23.09K | $7.87M |
 Super Micro Computer, Inc. | SMCI | 22.78K | $668.05K |
 Devon Energy Corporation | DVN | 22.47K | $928.77K |
 First Financial Corporation | THFF | 22.28K | $1.73M |
 Sumitomo Mitsui Financial Group, Inc. | SMFG | 22.19K | $523.32K |
 Rithm Capital Corp. | RITM | 21.72K | $203.97K |
 Nokia Oyj | NOK | 21.18K | $281.32K |
 Occidental Petroleum Corporation | OXY | 21.12K | $1.03M |
 Richtech Robotics Inc. Class B Common Stock | RR | 21K | $44.31K |
 ConocoPhillips | COP | 20.9K | $2.17M |
 Transocean Ltd. | RIG | 20.9K | $102.19K |
 McDonald's Corporation | MCD | 20.52K | $5.55M |
 Rocket Companies, Inc. | RKT | 20.47K | $322.45K |
 The Southern Company | SO | 20.15K | $1.93M |
 U.S. Bancorp | USB | 20.01K | $1.21M |
 LG Display Co., Ltd. | LPL | 19.95K | $77.59K |
 Humacyte, Inc. | HUMA | 19.9K | $15.53K |
 German American Bancorp, Inc. | GABC | 19.88K | $943.37K |