Stock Taper 
VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 33.11K | $11.83M |
 Pool Corporation | POOL | 34.07K | $7.32M |
 PepsiCo, Inc. | PEP | 34.54K | $4.68M |
 Rocket Companies, Inc. | RKT | 34.88K | $549.3K |
 Lincoln Electric Holdings, Inc. | LECO | 34.88K | $9.26M |
 Assured Guaranty Ltd. | AGO | 35.79K | $2.87M |
 Suncor Energy Inc. | SU | 36.79K | $1.97M |
 Allegiant Travel Company | ALGT | 37.93K | $4.46M |
 Performance Food Group Co | PFGC | 38.9K | $4.35M |
 EPAM Systems, Inc. | EPAM | 39.36K | $3.12M |
 Copa Holdings, S.A. | CPA | 39.97K | $6.22M |
 Tidewater Inc. | TDW | 40.54K | $2.7M |
 Amazon.com, Inc. | AMZN | 40.86K | $9.74M |
 Essent Group Ltd. | ESNT | 41.14K | $2.64M |
 Inter Parfums, Inc. | IPAR | 44K | $4.92M |
 Limbach Holdings, Inc. | LMB | 46.84K | $3.61M |
 National Fuel Gas Company | NFG | 46.96K | $3.63M |
 Globant S.A. | GLOB | 48.9K | $1.42M |
 Etsy, Inc. | ETSY | 49.44K | $3.72M |
 Encompass Health Corporation | EHC | 50.92K | $5.15M |