Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Owens Corning | OC | 2.53K | $401.53K |
 Sonoco Products Company | SON | 2.54K | $143.02K |
 Seadrill Limited | SDRL | 2.6K | $98.52K |
 TD Synnex Corp | SNX | 2.79K | $744.54K |
 Crocs, Inc. | CROX | 2.89K | $348.41K |
 FactSet Research Systems Inc. | FDS | 3.08K | $707.73K |
 TFS Financial Corporation | TFSL | 3.12K | $55.23K |
 Merck & Co., Inc. | MRK | 3.12K | $400.79K |
 Snowflake Inc. | SNOW | 3.15K | $802.69K |
 Jacobs Solutions Inc. | J | 3.18K | $401.18K |
 AbbVie Inc. | ABBV | 3.5K | $881.24K |
 Incyte Corporation | INCY | 3.51K | $397.89K |
 T. Rowe Price Group, Inc. | TROW | 3.52K | $399.62K |
 Equifax Inc. | EFX | 3.53K | $560.92K |
 Cohu, Inc. | COHU | 3.59K | $265.34K |
 Cardinal Health, Inc. | CAH | 3.77K | $892.95K |
 Braze, Inc. | BRZE | 3.82K | $82.79K |
 Palo Alto Networks, Inc. | PANW | 3.88K | $1.32M |
 Micron Technology, Inc. | MU | 3.94K | $4.55M |
 Capital One Financial Corporation | COF | 3.98K | $797.66K |