Stock Taper 
INTRINSIC VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arch Capital Group Ltd. | ACGL | 12.42K | $1.21M |
 Bank of America Corporation | BAC | 12.17K | $693.28K |
 Airbnb, Inc. | ABNB | 11.53K | $1.65M |
 Jacobs Solutions Inc. | J | 10.78K | $1.36M |
 CarMax, Inc. | KMX | 10.37K | $548.26K |
 Merck & Co., Inc. | MRK | 9.77K | $1.26M |
 Kinsale Capital Group, Inc. | KNSL | 9.13K | $3.01M |
 American Express Company | AXP | 8.97K | $3.04M |
 Meta Platforms, Inc. | META | 8.76K | $4.94M |
 Microsoft Corporation | MSFT | 8.35K | $3.11M |
 Moderna, Inc. | MRNA | 8.24K | $577.33K |
 Booking Holdings Inc. | BKNG | 6.09K | $1.09M |
 Enterprise Products Partners L.P. | EPD | 6K | $220.56K |
 Citigroup Inc. | C | 5.24K | $732.69K |
 Applied Materials, Inc. | AMAT | 4.88K | $3.53M |
 Intercontinental Exchange, Inc. | ICE | 4.57K | $562.12K |
 ESAB Corporation | ESAB | 4.42K | $436.44K |
 U.S. Bancorp | USB | 4.09K | $247.28K |
 O'Reilly Automotive, Inc. | ORLY | 3.85K | $355.01K |
 NVIDIA Corporation | NVDA | 3.69K | $738.33K |