Stock Taper 
CVFG LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Expeditors International of Washington, Inc. | EXPD | 7K | $1.14M |
 Quanta Services, Inc. | PWR | 7.32K | $5.27M |
 Parker-Hannifin Corporation | PH | 7.45K | $7.29M |
 ConocoPhillips | COP | 7.68K | $798.49K |
 Ubiquiti Inc. | UI | 7.75K | $4.14M |
 Dover Corporation | DOV | 7.92K | $1.78M |
 EOG Resources, Inc. | EOG | 8.02K | $1.04M |
 Linde plc | LIN | 8.25K | $4.28M |
 Emerson Electric Co. | EMR | 8.28K | $1.19M |
 argenx SE | ARGX | 8.52K | $7.9M |
 Verizon Communications Inc. | VZ | 8.57K | $362.9K |
 The Procter & Gamble Company | PG | 8.63K | $1.27M |
 Advanced Energy Industries, Inc. | AEIS | 9.14K | $3.41M |
 Lockheed Martin Corporation | LMT | 9.42K | $4.8M |
 Broadridge Financial Solutions, Inc. | BR | 10K | $1.37M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 10.11K | $4.83M |
 Johnson & Johnson | JNJ | 10.16K | $2.58M |
 Agnico Eagle Mines Limited | AEM | 10.81K | $1.68M |
 Coherent, Inc. | COHR | 11.24K | $4.44M |
 Tower Semiconductor Ltd. | TSEM | 11.25K | $2.93M |