Stock Taper 
TEVIS INVESTMENT MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quanta Services, Inc. | PWR | 299 | $215.29K |
 Rockwell Automation, Inc. | ROK | 500 | $247.54K |
 GE Vernova Inc. | GEV | 520 | $611.19K |
 F5, Inc. | FFIV | 540 | $224.62K |
 HCA Healthcare, Inc. | HCA | 556 | $216.78K |
 Ameriprise Financial, Inc. | AMP | 655 | $300.49K |
 Costco Wholesale Corporation | COST | 736 | $688.61K |
 Cigna Corporation | CI | 985 | $271.55K |
 Expedia Group, Inc. | EXPE | 1.04K | $265.86K |
 Intuitive Surgical, Inc. | ISRG | 1.24K | $491.13K |
 NXP Semiconductors N.V. | NXPI | 1.27K | $359.61K |
 IQVIA Holdings Inc. | IQV | 1.5K | $290.22K |
 AerCap Holdings N.V. | AER | 1.51K | $220.13K |
 Novartis AG | NVS | 1.55K | $242.26K |
 Mastercard Incorporated | MA | 1.66K | $850.01K |
 The Home Depot, Inc. | HD | 1.81K | $637.89K |
 NetApp, Inc. | NTAP | 1.82K | $282.44K |
 NRG Energy, Inc. | NRG | 1.86K | $272.11K |
 ASML Holding N.V. | ASML | 1.87K | $3.72M |
 Eli Lilly and Company | LLY | 1.93K | $2.32M |