Stock Taper 
PAVION BLUE CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Caterpillar Inc. | CAT | 403 | $429.15K |
 Deere & Company | DE | 467 | $296.23K |
 Rockwell Automation, Inc. | ROK | 500 | $371.31K |
 UnitedHealth Group Incorporated | UNH | 508 | $211.14K |
 Thermo Fisher Scientific Inc. | TMO | 512 | $356.97K |
 Humana Inc. | HUM | 550 | $218.47K |
 L3Harris Technologies, Inc. | LHX | 600 | $261.53K |
 Chubb Limited | CB | 691 | $235.45K |
 Ciena Corporation | CIEN | 700 | $343.39K |
 Sterling Infrastructure, Inc. | STRL | 755 | $633.72K |
 Cencora, Inc. | COR | 772 | $218.46K |
 Meta Platforms, Inc. | META | 873 | $491.75K |
 Teradyne, Inc. | TER | 900 | $435.46K |
 Ferrari N.V. | RACE | 923 | $343.62K |
 Valero Energy Corporation | VLO | 1K | $260.44K |
 The Progressive Corporation | PGR | 1K | $218.45K |
 Parker-Hannifin Corporation | PH | 1.04K | $1.01M |
 Adobe Inc. | ADBE | 1.08K | $220.6K |
 TE Connectivity plc | TEL | 1.27K | $256.65K |