Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AMETEK, Inc. | AME | 3.08K | $744.93K |
 US Foods Holding Corp. | USFD | 3.07K | $313.81K |
 Automatic Data Processing, Inc. | ADP | 3.07K | $686.63K |
 Texas Capital Bancshares, Inc. | TCBI | 3.06K | $316.29K |
 Lam Research Corporation | LRCX | 2.96K | $1.28M |
 3M Company | MMM | 2.94K | $476.82K |
 Kirby Corporation | KEX | 2.92K | $396.9K |
 Dover Corporation | DOV | 2.91K | $651.98K |
 Datadog, Inc. | DDOG | 2.88K | $748.53K |
 Northern Trust Corporation | NTRS | 2.86K | $497.36K |
 Lamar Advertising Company | LAMR | 2.85K | $444.86K |
 Chemed Corporation | CHE | 2.85K | $1.33M |
 Flowserve Corporation | FLS | 2.8K | $207.57K |
 Corpay, Inc. | CPAY | 2.79K | $928.49K |
 Avery Dennison Corporation | AVY | 2.78K | $451.82K |
 Manhattan Associates, Inc. | MANH | 2.74K | $382.1K |
 General Dynamics Corporation | GD | 2.73K | $968.85K |
 MSCI Inc. | MSCI | 2.72K | $1.53M |
 Corcept Therapeutics Incorporated | CORT | 2.7K | $234.94K |
 Cloudflare, Inc. | NET | 2.65K | $649.5K |