Stock Taper 
SIVIA CAPITAL PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Middleby Corporation | MIDD | 1.37K | $236K |
 Applied Materials, Inc. | AMAT | 1.37K | $991.96K |
 Oshkosh Corp | OSK | 1.37K | $209.96K |
 Caterpillar Inc. | CAT | 1.33K | $1.42M |
 Alnylam Pharmaceuticals, Inc. | ALNY | 1.3K | $392.84K |
 Generac Holdings Inc. | GNRC | 1.28K | $374.21K |
 Hilton Worldwide Holdings Inc. | HLT | 1.23K | $407.13K |
 Popular, Inc. | BPOP | 1.23K | $201.28K |
 Honeywell International Inc. | HON | 1.17K | $260.84K |
 Elevance Health Inc. | ELV | 1.16K | $449.77K |
 Nebius Group N.V. | NBIS | 1.14K | $314.56K |
 Northrop Grumman Corporation | NOC | 1.14K | $580.1K |
 Onto Innovation Inc. | ONTO | 1.1K | $417.43K |
 Welltower Inc. | WELL | 1.1K | $249.44K |
 Tenet Healthcare Corporation | THC | 1.09K | $204.29K |
 Natera, Inc. | NTRA | 1.03K | $279.59K |
 Simon Property Group, Inc. | SPG | 1.03K | $230.36K |
 Palo Alto Networks, Inc. | PANW | 1.02K | $348.86K |
 West Pharmaceutical Services, Inc. | WST | 1.01K | $361.15K |
 The Goldman Sachs Group, Inc. | GS | 997 | $1.01M |