Stock Taper 
INTRINSIC VALUE PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Boeing Company | BA | 3.09K | $668.03K |
 Walmart Inc. | WMT | 2.69K | $304.78K |
 Amazon.com, Inc. | AMZN | 2.44K | $580.84K |
 ConocoPhillips | COP | 2.42K | $252.1K |
 Exxon Mobil Corporation | XOM | 2.38K | $324.85K |
 Cisco Systems, Inc. | CSCO | 2.37K | $278.73K |
 Watsco, Inc. | WSO | 2.19K | $912.22K |
 The TJX Companies, Inc. | TJX | 2.15K | $325.88K |
 Targa Resources Corp. | TRGP | 2.15K | $575.43K |
 Phillips 66 | PSX | 1.96K | $330.83K |
 JPMorgan Chase & Co. | JPM | 1.93K | $632.46K |
 Apple Inc. | AAPL | 1.9K | $550.65K |
 Intel Corp. | INTC | 1.89K | $263.9K |
 Ubiquiti Inc. | UI | 1.77K | $945.77K |
 Johnson & Johnson | JNJ | 1.05K | $267.82K |
 CrowdStrike Holdings, Inc. | CRWD | 1K | $766.96K |
 International Business Machines Corporation | IBM | 805 | $226.37K |
 GE Vernova Inc. | GEV | 795 | $934.01K |
 ASML Holding N.V. | ASML | 759 | $1.51M |
 Mastercard Incorporated | MA | 555 | $285.05K |