CIK 1722641
Valeo Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
792
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSCI | MSCI INC COM | 638 | $100K–$500K | SH |
| SLYV | SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF | 4K | $100K–$500K | SH |
| RL | POLO RALPH LAUREN CL A CLASS A | 1K | $100K–$500K | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 5K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J &CO | 1K | $100K–$500K | SH |
| NGG | NATIONAL GRID TRANSCO PLC | 5K | $100K–$500K | SH |
| SPDW | SPDR S&P WORLD EX-US | 14K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC COM CL A | 9K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A COM | 6K | $100K–$500K | SH |
| PUK | PRUDENTIAL CORP PLC ADRF SPONSORED ADR | 11K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC COM | 6K | $100K–$500K | SH |
| ABNB | AIRBNB INC COM CL A | 3K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP | 3K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 7K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 915 | $100K–$500K | SH |
| IDA | IDACORP INC COM | 3K | $100K–$500K | SH |
| TDW | TIDEWATER INC NEW COM | 7K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP COM | 5K | $100K–$500K | SH |
| TXRH | TEXAS ROADHOUSE INC COM | 2K | $100K–$500K | SH |
| EMN | EASTMAN CHEMICAL CO | 5K | $100K–$500K | SH |
| PFGC | PERFORMANCE FOOD GROUP CO COM | 4K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC COM | 1K | $100K–$500K | SH |
| IGM | ISHARES S&P NORTH AMER TECHNOLOGY | 3K | $100K–$500K | SH |
| CTSH | COGNIZANT TECH SOLUTIONS CORP | 4K | $100K–$500K | SH |
| PRFZ | POWERSHARES FTSE RAFI US 1500 S/M PT | 7K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE INC | 1K | $100K–$500K | SH |
| SYY | SYSCO CORP COM | 5K | $100K–$500K | SH |
| ALB | ALBEMARLE CORP | 2K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 2K | $100K–$500K | SH |
| EXC | EXELON CORP COM | 8K | $100K–$500K | SH |
| SNY | SANOFI SA | 7K | $100K–$500K | SH |
| PAYC | PAYCOM SOFTWARE INC COM | 2K | $100K–$500K | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 3K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 194 | $100K–$500K | SH |
| EOG | EOG RESOURCES INC | 3K | $100K–$500K | SH |
| IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 2K | $100K–$500K | SH |
| BUD | ANHEUSER BUSCH | 5K | $100K–$500K | SH |
| DKS | DICKS SPORTING GOODS INC | 2K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | 2K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL COM | 232 | $100K–$500K | SH |
| PRF | POWERSHARES FTSE RAFI US 1000 | 7K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 12K | $100K–$500K | SH |
| TARS | TARSUS PHARMACEUTICALS INC COM | 4K | $100K–$500K | SH |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 4K | $100K–$500K | SH |
| RJF | RAYMOND JAMES FINL INC | 2K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 7K | $100K–$500K | SH |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 3K | $100K–$500K | SH |
| HIG | HARTFORD FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| RBCAA | REPUBLIC BANCORP INC KY CL A | 5K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 4K | $100K–$500K | SH |