Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mueller Industries, Inc. | MLI | 13.34K | $1.64M |
 GE Aerospace | GE | 13.23K | $4.95M |
 BorgWarner Inc. | BWA | 13.18K | $875.35K |
 Ultragenyx Pharmaceutical Inc. | RARE | 12.95K | $432.43K |
 BHP Group Limited | BHP | 12.85K | $1.07M |
 Phillips 66 | PSX | 12.83K | $2.17M |
 The Boeing Company | BA | 12.6K | $2.73M |
 Western Alliance Bancorporation | WAL | 12.53K | $1.03M |
 Netflix, Inc. | NFLX | 12.5K | $892.36K |
 Citizens Financial Group, Inc. | CFG | 12.45K | $872.23K |
 Roivant Sciences Ltd. | ROIV | 12.42K | $439.54K |
 Alcon Inc. | ALC | 12.4K | $832.11K |
 Cenovus Energy Inc. | CVE | 12.39K | $307.47K |
 Ally Financial Inc. | ALLY | 12.3K | $565.32K |
 Skyworks Solutions, Inc. | SWKS | 12.29K | $833.19K |
 Molina Healthcare, Inc. | MOH | 12.14K | $2.78M |
 Amkor Technology, Inc. | AMKR | 12.11K | $1.04M |
 General Motors Company | GM | 12.05K | $928.58K |
 DexCom, Inc. | DXCM | 12.02K | $809.82K |
 Unity Software Inc. | U | 11.97K | $342.1K |