Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AppLovin Corporation | APP | 2.23K | $1.15M |
 BlackRock, Inc. | BLK | 2.23K | $2.14M |
 EMCOR Group, Inc. | EME | 2.25K | $1.87M |
 Synopsys, Inc. | SNPS | 2.29K | $1.02M |
 Texas Roadhouse, Inc. | TXRH | 2.29K | $442.88K |
 Alibaba Group Holding Limited | BABA | 2.31K | $221.91K |
 Twilio Inc. | TWLO | 2.37K | $488.18K |
 Ferrari N.V. | RACE | 2.39K | $889.77K |
 NextEra Energy, Inc. | NEE | 2.43K | $213.54K |
 The Hanover Insurance Group, Inc. | THG | 2.44K | $522.45K |
 Arthur J. Gallagher & Co. | AJG | 2.44K | $560.38K |
 ConocoPhillips | COP | 2.46K | $255.43K |
 Camden Property Trust | CPT | 2.5K | $286.57K |
 Illumina, Inc. | ILMN | 2.55K | $448.01K |
 The Bank of Nova Scotia | BNS | 2.59K | $224.66K |
 Comfort Systems USA, Inc. | FIX | 2.59K | $5.14M |
 State Street Corporation | STT | 2.6K | $441.64K |
 Coca-Cola Consolidated, Inc. | COKE | 2.6K | $497.35K |
 Selective Insurance Group, Inc. | SIGI | 2.61K | $253.29K |
 Cloudflare, Inc. | NET | 2.65K | $649.5K |