Stock Taper 
VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Allegiant Travel Company | ALGT | 37.93K | $4.46M |
 Suncor Energy Inc. | SU | 36.79K | $1.97M |
 Assured Guaranty Ltd. | AGO | 35.79K | $2.87M |
 Lincoln Electric Holdings, Inc. | LECO | 34.88K | $9.26M |
 Rocket Companies, Inc. | RKT | 34.88K | $549.3K |
 PepsiCo, Inc. | PEP | 34.54K | $4.68M |
 Pool Corporation | POOL | 34.07K | $7.32M |
 Alphabet Inc. | GOOGL | 33.11K | $11.83M |
 MSC Industrial Direct Co., Inc. | MSM | 32.64K | $3.88M |
 Baker Hughes Company | BKR | 31.76K | $1.76M |
 The Toro Company | TTC | 31.73K | $3.09M |
 Globus Medical, Inc. | GMED | 28.53K | $2.25M |
 NiSource Inc | NI | 28.46K | $1.35M |
 SPS Commerce, Inc. | SPSC | 27.45K | $1.57M |
 Houlihan Lokey, Inc. | HLI | 26.3K | $3.53M |
 Johnson & Johnson | JNJ | 26.14K | $6.64M |
 Equifax Inc. | EFX | 25.93K | $4.11M |
 Ollie's Bargain Outlet Holdings, Inc. | OLLI | 25.05K | $1.93M |
 MetLife, Inc. | MET | 25.03K | $2.12M |
 Bank of America Corporation | BAC | 25K | $1.42M |