Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 166 | $281.77K |
 CrowdStrike Holdings, Inc. | CRWD | 277 | $211.39K |
 NVR, Inc. | NVR | 361 | $2.46M |
 Curtiss-Wright Corporation | CW | 456 | $345.54K |
 Equinix, Inc. | EQIX | 538 | $560.81K |
 Amgen Inc. | AMGN | 585 | $211.84K |
 RBC Bearings Incorporated | RBC | 596 | $383.86K |
 Markel Corporation | MKL | 633 | $1.24M |
 Marvell Technology, Inc. | MRVL | 697 | $207.63K |
 Littelfuse, Inc. | LFUS | 740 | $336.94K |
 Clean Harbors, Inc. | CLH | 767 | $229.14K |
 American Express Company | AXP | 804 | $271.95K |
 Analog Devices, Inc. | ADI | 820 | $325.68K |
 The Sherwin-Williams Company | SHW | 881 | $303.35K |
 Westinghouse Air Brake Technologies Corporation | WAB | 892 | $240.48K |
 Nordson Corporation | NDSN | 895 | $270.01K |
 McDonald's Corporation | MCD | 913 | $246.79K |
 Medpace Holdings, Inc. | MEDP | 929 | $491.99K |
 Packaging Corporation of America | PKG | 978 | $233.04K |
 The Goldman Sachs Group, Inc. | GS | 997 | $1.01M |