Stock Taper

VELA INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Deckers Outdoor CorporationDECK11.2K$1.11M
Thermo Fisher Scientific Inc.TMO11.17K$5.6M
Citigroup Inc.C11K$1.54M
Applied Industrial Technologies, Inc.AIT10.9K$3.69M
Coca-Cola Consolidated, Inc.COKE9.87K$1.89M
Murphy USA Inc.MUSA9.76K$5.26M
Microsoft CorporationMSFT9.62K$3.59M
ServiceNow, Inc.NOW9.47K$939.98K
Installed Building Products, Inc.IBP8.39K$1.93M
BXP, Inc.BXP7.96K$527.89K
The TJX Companies, Inc.TJX7.83K$1.19M
Medtronic plcMDT7.73K$605.03K
3M CompanyMMM7.41K$1.2M
Salesforce, Inc.CRM6.98K$1.09M
Shift4 Payments, Inc.FOUR6.57K$319.42K
KKR & Co. Inc.KKR6.31K$579.13K
Roivant Sciences Ltd.ROIV5.85K$207K
Corpay, Inc.CPAY5.78K$1.93M
Autodesk, Inc.ADSK5.78K$1.12M
Wix.com Ltd.WIX5.62K$255.07K