Stock Taper

VELA INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ServiceNow, Inc.NOW9.47K$939.98K
Microsoft CorporationMSFT9.62K$3.59M
Murphy USA Inc.MUSA9.76K$5.26M
Coca-Cola Consolidated, Inc.COKE9.87K$1.89M
Applied Industrial Technologies, Inc.AIT10.9K$3.69M
Citigroup Inc.C11K$1.54M
Thermo Fisher Scientific Inc.TMO11.17K$5.6M
Deckers Outdoor CorporationDECK11.2K$1.11M
The Charles Schwab CorporationSCHW12.41K$1.15M
ICON Public Limited CompanyICLR12.59K$2.19M
Uber Technologies, Inc.UBER14.25K$1.03M
First Interstate BancSystem, Inc.FIBK14.6K$563.01K
Fidelity National Information Services, Inc.FIS15.27K$593.5K
Federal Agricultural MortgageAGM17.31K$3.45M
Comcast CorporationCMCSA18.13K$445.14K
MPLX LpMPLX18.16K$1.02M
Accenture plcACN18.28K$2.27M
Ingles Markets, IncorporatedIMKTA19.21K$1.7M
Netflix, Inc.NFLX19.54K$1.4M
Simpson Manufacturing Co., Inc.SSD19.66K$4.12M