Stock Taper 
NEO IVY CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Adeia Inc. | ADEA | 21.45K | $706.41K |
 TTM Technologies, Inc. | TTMI | 21.4K | $4M |
 StepStone Group Inc. | STEP | 21.37K | $883.7K |
 Commercial Metals Company | CMC | 21.35K | $1.34M |
 Vulcan Materials Company | VMC | 21.09K | $6.22M |
 Viasat, Inc. | VSAT | 20.79K | $1.87M |
 Intel Corp. | INTC | 20.13K | $2.81M |
 Varonis Systems, Inc. | VRNS | 19.18K | $804.79K |
 Abbott Laboratories | ABT | 18.28K | $1.66M |
 Rivian Automotive, Inc. | RIVN | 18.26K | $316.79K |
 Portland General Electric Company | POR | 18.01K | $933.61K |
 National Energy Services Reunited Corp. | NESR | 18K | $538.74K |
 Campbell Soup Company | CPB | 17.97K | $400.28K |
 CarMax, Inc. | KMX | 17.25K | $912.62K |
 EQT Corporation | EQT | 16.88K | $897.56K |
 Salesforce, Inc. | CRM | 15.99K | $2.51M |
 Principal Financial Group, Inc. | PFG | 15.81K | $1.7M |
 Gartner, Inc. | IT | 15.46K | $2M |
 KB Home | KBH | 15.23K | $953.18K |
 Apple Inc. | AAPL | 15.03K | $4.35M |