Stock Taper 
INTRINSIC VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jacobs Solutions Inc. | J | 10.78K | $1.36M |
 Airbnb, Inc. | ABNB | 11.53K | $1.65M |
 Bank of America Corporation | BAC | 12.17K | $693.28K |
 Arch Capital Group Ltd. | ACGL | 12.42K | $1.21M |
 Shopify Inc. | SHOP | 12.54K | $1.43M |
 Amentum Holdings, Inc. | AMTM | 13.4K | $276.96K |
 Wells Fargo & Company | WFC | 13.55K | $1.12M |
 GE HealthCare Technologies Inc. | GEHC | 14.43K | $923.47K |
 Rocket Companies, Inc. | RKT | 16.06K | $253.01K |
 GE Aerospace | GE | 16.14K | $6.03M |
 Pinterest, Inc. | PINS | 19.31K | $406.13K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 20.06K | $9.58M |
 Paycom Software, Inc. | PAYC | 21.31K | $2.68M |
 Alphabet Inc. | GOOGL | 23.14K | $8.27M |
 Builders FirstSource, Inc. | BLDR | 26.8K | $2.4M |
 Berkshire Hathaway Inc. | BRK-B | 30.18K | $15.1M |
 Copart, Inc. | CPRT | 31.41K | $885.45K |
 Jefferies Financial Group Inc. | JEF | 31.78K | $1.59M |
 Occidental Petroleum Corporation | OXY | 42.18K | $2.05M |
 Corebridge Financial, Inc. | CRBG | 44.5K | $1.27M |