Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 STMicroelectronics N.V. | STM | 7.79K | $583.02K |
 Tenaris S.A. | TS | 7.86K | $436.1K |
 Exponent, Inc. | EXPO | 7.88K | $463.26K |
 Unilever PLC | UL | 7.89K | $474.23K |
 S&P Global Inc. | SPGI | 7.99K | $3.25M |
 Truist Financial Corporation | TFC | 8.04K | $400.75K |
 Equity LifeStyle Properties, Inc. | ELS | 8.07K | $519.98K |
 GE HealthCare Technologies Inc. | GEHC | 8.13K | $520.47K |
 T-Mobile US, Inc. | TMUS | 8.2K | $1.37M |
 Louisiana-Pacific Corporation | LPX | 8.2K | $645.01K |
 Extra Space Storage Inc. | EXR | 8.31K | $1.21M |
 Owens Corning | OC | 8.51K | $1.35M |
 Paylocity Holding Corporation | PCTY | 8.61K | $900.21K |
 International Business Machines Corporation | IBM | 8.74K | $2.46M |
 Accenture plc | ACN | 8.81K | $1.1M |
 Western Digital Corporation | WDC | 8.9K | $5.68M |
 Shinhan Financial Group Co., Ltd. | SHG | 8.92K | $564.19K |
 Toll Brothers, Inc. | TOL | 8.99K | $1.48M |
 Rexford Industrial Realty, Inc. | REXR | 9K | $301.57K |
 Ferrovial SE | FER | 9K | $617.7K |