Stock Taper

VALUES FIRST ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lam Research CorporationLRCX0$3.65M
Exelixis, Inc.EXEL0$783.35K
Advanced Micro Devices, Inc.AMD0$831.82K
Vulcan Materials CompanyVMC0$637.61K
United Rentals, Inc.URI0$1.79M
Under Armour, Inc.UA0$569.78K
Talen Energy CorporationTLN0$367.42K
Vaxcyte, Inc.PCVX0$393.43K
The Sherwin-Williams CompanySHW1$302.76K
Axsome Therapeutics, Inc.AXSM1$812.63K
NiSource IncNI1$341.03K
Vertiv Holdings CoVRT2$386.77K
Toast, Inc.TOST2$870.88K
Intuitive Surgical, Inc.ISRG2$331.57K
Neogen CorporationNEOG2$794.08K
The Williams Companies, Inc.WMB2$732.87K
Arista Networks, Inc.ANET2$494.86K
Guardant Health, Inc.GH2$2.47M
Coherent, Inc.COHR3$383.83K
Cisco Systems, Inc.CSCO3$272.04K