Stock Taper

NEO IVY CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
UGI CorporationUGI2$69
Paychex, Inc.PAYX4$393
Agilent Technologies, Inc.A11$1.46K
GE Vernova Inc.GEV18$21.15K
CDW CorporationCDW39$5.48K
First Interstate BancSystem, Inc.FIBK46$1.77K
National Fuel Gas CompanyNFG47$3.63K
Hormel Foods CorporationHRL67$1.66K
OneSpaWorld Holdings LtdOSW97$2.74K
Vertiv Holdings CoVRT106$35.49K
Nextpower Inc.NXT175$20.85K
Quest Diagnostics IncorporatedDGX191$40.48K
Teradyne, Inc.TER208$100.64K
First Solar, Inc.FSLR221$52.15K
NMI Holdings, Inc.NMIH235$9.66K
JPMorgan Chase & Co.JPM271$88.71K
Dropbox, Inc.DBX273$7.5K
Southern Copper CorporationSCCO273$47.57K
Golar LNG LimitedGLNG281$14.01K
American Eagle Outfitters, Inc.AEO299$5.14K