Stock Taper 
VALUE ALIGNED RESEARCH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 124 | $69.85K |
 Microsoft Corporation | MSFT | 374 | $139.51K |
 Alphabet Inc. | GOOG | 4.79K | $1.69M |
 Talen Energy Corporation | TLN | 17.72K | $6.81M |
 GE Vernova Inc. | GEV | 44.43K | $52.2M |
 Applied Materials, Inc. | AMAT | 69.59K | $50.31M |
 ASML Holding N.V. | ASML | 70.55K | $140.35M |
 Sterling Infrastructure, Inc. | STRL | 73.36K | $61.58M |
 Oracle Corporation | ORCL | 115.08K | $16.86M |
 Lam Research Corporation | LRCX | 121.6K | $52.69M |
 Advanced Micro Devices, Inc. | AMD | 155.6K | $90.39M |
 Comfort Systems USA, Inc. | FIX | 243.61K | $482.82M |
 Sandisk Corporation | SNDK | 311.78K | $708.91M |
 Coherent, Inc. | COHR | 319.19K | $125.91M |
 Hallador Energy Company | HNRG | 320.76K | $5.58M |
 Credo Technology Group Holding Ltd | CRDO | 338K | $91.92M |
 EMCOR Group, Inc. | EME | 349.96K | $290.42M |
 Alphabet Inc. | GOOGL | 370.3K | $132.33M |
 Broadcom Inc. | AVGO | 407.61K | $153.98M |
 Astera Labs, Inc. Common Stock | ALAB | 568.32K | $274.51M |