Stock Taper 
CVFG LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 27.12K | $15.75M |
 Howmet Aerospace Inc. | HWM | 26.61K | $7.15M |
 TechnipFMC plc | FTI | 24.43K | $1.62M |
 Celestica Inc. | CLS | 24.12K | $8.8M |
 Waste Management, Inc. | WM | 22.94K | $5.11M |
 Alphabet Inc. | GOOG | 21.85K | $7.72M |
 Western Midstream Partners, LP | WES | 21.63K | $946.53K |
 MPLX Lp | MPLX | 20.6K | $1.16M |
 Chubb Limited | CB | 20.54K | $7M |
 Delta Air Lines, Inc. | DAL | 20K | $1.87M |
 The Travelers Companies, Inc. | TRV | 18.47K | $6.1M |
 Seagate Technology Holdings plc | STX | 17.88K | $17.25M |
 NextEra Energy, Inc. | NEE | 17.41K | $1.53M |
 The Hershey Company | HSY | 17.38K | $3.05M |
 AbbVie Inc. | ABBV | 17.14K | $4.31M |
 Chevron Corporation | CVX | 17.11K | $2.84M |
 Silicon Motion Technology Corporation | SIMO | 16.71K | $5.57M |
 Argan, Inc. | AGX | 16.6K | $13.25M |
 Eli Lilly and Company | LLY | 16.34K | $19.59M |
 nVent Electric plc | NVT | 16.27K | $2.76M |