Stock Taper

SIVIA CAPITAL PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Verisk Analytics, Inc.VRSK3.15K$566.06K
Principal Financial Group, Inc.PFG3.16K$340.8K
Ralph Lauren CorporationRL3.17K$1.27M
Landstar System, Inc.LSTR3.18K$657.24K
Newmont CorporationNEM3.18K$297.39K
Nucor CorporationNUE3.21K$715.47K
Eaton Corporation plcETN3.25K$1.39M
MKS Inc.MKSI3.26K$1.45M
NetApp, Inc.NTAP3.3K$510.86K
RPM International Inc.RPM3.33K$370.57K
Morningstar, Inc.MORN3.34K$520.95K
Morgan StanleyMS3.36K$701.96K
Danaher CorporationDHR3.4K$646.68K
GE Vernova Inc.GEV3.43K$4.03M
Shopify Inc.SHOP3.44K$392.44K
Johnson & JohnsonJNJ3.46K$878.48K
Xcel Energy Inc.XEL3.47K$278.32K
Booz Allen Hamilton Holding CorporationBAH3.48K$211.01K
ATI Inc.ATI3.52K$693.2K
Thomson Reuters CorporationTRI3.53K$288.3K