Stock Taper

VALUES FIRST ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Annaly Capital Management, Inc.NLY2.93K$730.34K
Emergent BioSolutions Inc.EBS4.18K$2.53M
Coca-Cola Consolidated, Inc.COKE4.5K$2.15M
Cognex CorporationCGNX5.13K$2.14M
Constellation Energy CorporationCEG5.15K$611.85K
NVIDIA CorporationNVDA5.19K$1.99M
D.R. Horton, Inc.DHI5.3K$843.5K
Central Garden & Pet CompanyCENT5.41K$360.37K
Hawkins, Inc.HWKN5.89K$1.37M
Mirum Pharmaceuticals, Inc.MIRM5.91K$1.11M
The Hackett Group, Inc.HCKT6.14K$1.97M
TransMedics Group, Inc.TMDX6.43K$406.88K
Motorola Solutions, Inc.MSI6.54K$419.7K
American Express CompanyAXP6.77K$942.54K
Union Pacific CorporationUNP6.79K$238.33K
Lowe's Companies, Inc.LOW6.87K$2.53M
Mid-America Apartment Communities, Inc.MAA7.93K$2.9M
Grand Canyon Education, Inc.LOPE8.46K$1.72M
Monolithic Power Systems, Inc.MPWR9.82K$2.57M
Generac Holdings Inc.GNRC9.86K$1.11M