Stock Taper

NEO IVY CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TFS Financial CorporationTFSL3.12K$55.23K
FactSet Research Systems Inc.FDS3.08K$707.73K
Crocs, Inc.CROX2.89K$348.41K
TD Synnex CorpSNX2.79K$744.54K
Seadrill LimitedSDRL2.6K$98.52K
Sonoco Products CompanySON2.54K$143.02K
Owens CorningOC2.53K$401.53K
Uber Technologies, Inc.UBER2.44K$175.71K
Waste Connections, Inc.WCN2.4K$400.39K
State Street CorporationSTT2.36K$398.44K
Phillips 66PSX2.36K$398.79K
West Pharmaceutical Services, Inc.WST2.24K$804.88K
Entegris, Inc.ENTG2.21K$398.03K
BWX Technologies, Inc.BWXT2.21K$429.4K
DoorDash, Inc.DASH2.16K$397.85K
GE AerospaceGE2.15K$805.01K
Advanced Energy Industries, Inc.AEIS2.15K$801.67K
Watts Water Technologies, Inc.WTS1.94K$760.98K
IQVIA Holdings Inc.IQV1.88K$363.06K
First American Financial CorporationFAF1.87K$128.06K