Stock Taper

VALUES FIRST ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
O'Reilly Automotive, Inc.ORLY11$1.36M
Comfort Systems USA, Inc.FIX12$321.23K
Recursion Pharmaceuticals, Inc.RXRX13$266.62K
Linde plcLIN13$1.2M
Extra Space Storage Inc.EXR13$735.62K
Dell Technologies Inc.DELL14$997.28K
Caterpillar Inc.CAT15$309.02K
Trane Technologies plcTT15$2.42M
Ferguson plcFERG17$307.86K
Scholar Rock Holding CorporationSRRK17$1.07M
Waste Management, Inc.WM18$413.08K
Credo Technology Group Holding LtdCRDO20$267.76K
GE Vernova Inc.GEV21$2.3M
VAALCO Energy, Inc.EGY25$1.79M
The Southern CompanySO27$489.56K
iRhythm Technologies, Inc.IRTC28$726.84K
Carriage Services, Inc.CSV30$541.82K
Bloom Energy CorporationBE32$552.12K
Datadog, Inc.DDOG33$1.13M
Axon Enterprise, Inc.AXON33$466.5K