Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 1.42K | $1.01M |
 Cullen/Frost Bankers, Inc. | CFR | 1.48K | $228.23K |
 Sandisk Corporation | SNDK | 1.5K | $3.4M |
 HEICO Corporation | HEI-A | 1.52K | $391.25K |
 Mastercard Incorporated | MA | 1.53K | $784.78K |
 Everest Group, Ltd. | EG | 1.53K | $546.56K |
 MasTec, Inc. | MTZ | 1.56K | $647.39K |
 Ciena Corporation | CIEN | 1.6K | $784.9K |
 CBRE Group, Inc. | CBRE | 1.62K | $217.79K |
 Lumentum Holdings Inc. | LITE | 1.63K | $1.4M |
 American Electric Power Company, Inc. | AEP | 1.64K | $224.5K |
 RTX Corporation | RTX | 1.65K | $312.11K |
 AstraZeneca PLC | AZN | 1.65K | $312.12K |
 Gilead Sciences, Inc. | GILD | 1.65K | $208.84K |
 Lincoln Electric Holdings, Inc. | LECO | 1.66K | $440.22K |
 KLA Corporation | KLAC | 1.66K | $500.84K |
 Valero Energy Corporation | VLO | 1.66K | $433.37K |
 AbbVie Inc. | ABBV | 1.68K | $423.26K |
 Zscaler, Inc. | ZS | 1.73K | $244.05K |
 Chord Energy Corporation | CHRD | 1.76K | $200.94K |