Stock Taper

CONTINUUM ADVISORY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
VSE CorporationVSEC12$2.74K
Texas Roadhouse, Inc.TXRH12$2.32K
M/I Homes, Inc.MHO12$1.93K
KB HomeKBH12$751
Madrigal Pharmaceuticals, Inc.MDGL12$6.44K
Franco-Nevada CorporationFNV12$2.5K
Okta, Inc.OKTA12$1.64K
Tilray Brands, Inc.TLRY12$54
Envista Holdings CorpNVST12$316
HubSpot, Inc.HUBS11$2.01K
Comfort Systems USA, Inc.FIX11$21.8K
argenx SEARGX11$10.21K
Lululemon Athletica Inc.LULU11$1.26K
Cronos Group Inc.CRON11$31
Ryan Specialty Holdings, Inc.RYAN11$415
Impinj, Inc.PI11$1.58K
Enova International, Inc.ENVA11$2.65K
WF WEBSTER FINL CORP COMWBS11$841
H.B. Fuller CompanyFUL10$583
ServiceTitan, Inc.TTAN10$707