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 751–792 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | 6K | $100K–$500K | SH |
| EZU | ISHARES INC MSCI EMUINDEX FD | 3K | $100K–$500K | SH |
| SMTC | SEMTECH CORP COM | 3K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 2K | $100K–$500K | SH |
| RGEN | REPLIGEN CORP | 1K | $100K–$500K | SH |
| IYH | ISHARES TR DOW JONES U S HEALTHCARE | 3K | $100K–$500K | SH |
| OCSL | OAKTREE SPECIALTY LENDING COM | 16K | $100K–$500K | SH |
| SMR | NUSCALE PWR CORP CL A COM | 13K | $100K–$500K | SH |
| AMLX | AMYLYX PHARMACEUTICALS INC COM | 15K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC SPON ADR | 21K | $100K–$500K | SH |
| TAK | TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE | 11K | $100K–$500K | SH |
| KBDC | KAYNE ANDERSON BDC INC COM SHS | 12K | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | 6K | $100K–$500K | SH |
| VVR | VAN KAMPEN SENIOR INCOME TRUST | 51K | $100K–$500K | SH |
| NOK | NOKIA CORP SPONSORED ADR | 26K | $100K–$500K | SH |
| MAGN | MAGNERA CORP COM SHS | 10K | $100K–$500K | SH |
| DH | DEFINITIVE HEALTHCARE CORP CLASS A COM | 52K | $100K–$500K | SH |
| FFIV | F5 NETWORKS INC | 517 | $100K–$500K | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | 16K | $100K–$500K | SH |
| GOOD | GLADSTONE COMMERCIAL CORP COM | 12K | $100K–$500K | SH |
| CHW | CALAMOS GBL DYN INCOME FUND COM | 14K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | 15K | $50K–$100K | SH |
| AEG | AEGON N V ISIN #US0079241032 | 11K | $50K–$100K | SH |
| ACRS | ACLARIS THERAPEUTICS INC COM | 28K | $50K–$100K | SH |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | 13K | $50K–$100K | SH |
| RLJ | RLJ LODGING TR COM | 11K | $50K–$100K | SH |
| DC | DAKOTA GOLD CORP COM | 13K | $50K–$100K | SH |
| NRGV | ENERGY VAULT HOLDINGS INC COM | 16K | $50K–$100K | SH |
| SMHI | SEACOR MARINE HLDGS INC COM | 10K | $50K–$100K | SH |
| OMEX | ODYSSEY MARINE EXPL INC COM NEW | 30K | $50K–$100K | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 15K | $50K–$100K | SH |
| MVIS | MICROVISION INC DEL COM NEW | 61K | $50K–$100K | SH |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | 12K | $15K–$50K | SH |
| HRTX | HERON THERAPEUTICS INC COM | 27K | $15K–$50K | SH |
| EVO | EVOTEC AG SPONSORED ADS | 10K | $15K–$50K | SH |
| WIT | WIPRO LTD SPON ADR 1 SH | 11K | $15K–$50K | SH |
| CRON | CRONOS GROUP INC COM | 11K | $15K–$50K | SH |
| GEVO | GEVO INC | 10K | $15K–$50K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 18K | $15K–$50K | SH |
| HUMA | HUMACYTE INC COM | 15K | $1K–$15K | SH |
| ANTX | AN2 THERAPEUTICS INC COM | 10K | $1K–$15K | SH |
| PLUG | PLUG PWR INC | 5K | $1K–$15K | SH |