Stock Taper 
CVFG LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 15.9K | $18.36M |
 Sanmina Corporation | SANM | 15.12K | $3.83M |
 L3Harris Technologies, Inc. | LHX | 14.49K | $4.21M |
 Union Pacific Corporation | UNP | 14.01K | $3.81M |
 Carpenter Technology Corporation | CRS | 13.86K | $8.55M |
 Ciena Corporation | CIEN | 13.77K | $6.76M |
 MasTec, Inc. | MTZ | 13.49K | $5.61M |
 RTX Corporation | RTX | 13.31K | $2.53M |
 Caterpillar Inc. | CAT | 13.06K | $13.91M |
 The Southern Company | SO | 12.33K | $1.18M |
 The Kroger Co. | KR | 11.97K | $664.7K |
 Enbridge Inc. | ENB | 11.87K | $643.23K |
 Wheaton Precious Metals Corp. | WPM | 11.77K | $1.32M |
 First Financial Corporation | THFF | 11.29K | $874.68K |
 Tower Semiconductor Ltd. | TSEM | 11.25K | $2.93M |
 Coherent, Inc. | COHR | 11.24K | $4.44M |
 Agnico Eagle Mines Limited | AEM | 10.81K | $1.68M |
 Johnson & Johnson | JNJ | 10.16K | $2.58M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 10.11K | $4.83M |
 Broadridge Financial Solutions, Inc. | BR | 10K | $1.37M |