Stock Taper

VERDAD ADVISERS, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOGL2.9K$1.04M
TD Synnex CorpSNX2.78K$743.21K
NVIDIA CorporationNVDA2.73K$547.25K
Walmart Inc.WMT2.7K$306.25K
Bread Financial Holdings, Inc.BFH2.5K$271.2K
Merck & Co., Inc.MRK2.48K$319.07K
Citigroup Inc.C2.3K$322.05K
QUALCOMM IncorporatedQCOM2.16K$399.33K
Arrow Electronics, Inc.ARW1.98K$421.7K
FormFactor, Inc.FORM1.96K$312.82K
Jones Lang LaSalle IncorporatedJLL1.55K$481.04K
Corning IncGLW1.44K$368.33K
Applied Materials, Inc.AMAT1.09K$787.35K
Lam Research CorporationLRCX893$386.96K
Teradyne, Inc.TER878$424.81K
FedEx CorporationFDX654$204.79K
Western Digital CorporationWDC573$365.99K
Micron Technology, Inc.MU419$483.65K
Sandisk CorporationSNDK163$370.62K