Stock Taper

SIVIA CAPITAL PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
West Pharmaceutical Services, Inc.WST1.01K$361.15K
Palo Alto Networks, Inc.PANW1.02K$348.86K
Simon Property Group, Inc.SPG1.03K$230.36K
Natera, Inc.NTRA1.03K$279.59K
Tenet Healthcare CorporationTHC1.09K$204.29K
Welltower Inc.WELL1.1K$249.44K
Onto Innovation Inc.ONTO1.1K$417.43K
Northrop Grumman CorporationNOC1.14K$580.1K
Nebius Group N.V.NBIS1.14K$314.56K
Elevance Health Inc.ELV1.16K$449.77K
Honeywell International Inc.HON1.17K$260.84K
Popular, Inc.BPOP1.23K$201.28K
Hilton Worldwide Holdings Inc.HLT1.23K$407.13K
Generac Holdings Inc.GNRC1.28K$374.21K
Alnylam Pharmaceuticals, Inc.ALNY1.3K$392.84K
Caterpillar Inc.CAT1.33K$1.42M
Oshkosh CorpOSK1.37K$209.96K
Applied Materials, Inc.AMAT1.37K$991.96K
The Middleby CorporationMIDD1.37K$236K
FedEx Freight Holding Company, Inc.FDXF1.4K$211.1K