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 351–400 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APD | AIR PRODS & CHEMS INC COM | 3K | $500K+ | SH |
| IGV | ISHARES S&P NORTH AMER TECH-SOFTWARE | 8K | $500K+ | SH |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | 8K | $500K+ | SH |
| COR | CENCORA INC COM | 2K | $500K+ | SH |
| IYW | ISHARES DJ US TECHNOLOGY | 4K | $500K+ | SH |
| UBS | UBS AG NEW F | 17K | $500K+ | SH |
| SLB | SLB LIMITED COM STK | 20K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 3K | $500K+ | SH |
| FAST | FASTENAL CO | 19K | $500K+ | SH |
| NI | NISOURCE INC COM | 18K | $500K+ | SH |
| CLMT | CALUMET SPCLTY PRDCTS PRTNRS | 39K | $500K+ | SH |
| URTH | ISHARES MSCI WORLD ETF | 4K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 2K | $500K+ | SH |
| URI | UNITED RENTALS INC COM | 931 | $500K+ | SH |
| TTE | TOTALENERGIES SE ACT | 11K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 2K | $500K+ | SH |
| SAN | BANCO SANTANDER CENT HISP | 63K | $500K+ | SH |
| BAC-PL | BK OF AMERICA CORP 7.25 CNV PFD | 590 | $500K+ | SH |
| LPX | LOUISIANA PACIFIC | 9K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 4K | $500K+ | SH |
| GSK | GSK PLC SPONSORED ADR | 15K | $500K+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| FELG | FIDELITY ENHANCED LARGE CAP GROWTH ETF | 18K | $500K+ | SH |
| CNC | CENTENE CORP DEL | 18K | $500K+ | SH |
| PCAR | PACCAR INC COM | 7K | $500K+ | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 28K | $500K+ | SH |
| DLR | DIGITAL REALTY TRUST INC | 5K | $500K+ | SH |
| UST | PROSHARES ULTRA 7-10 YEAR TREASURY | 17K | $500K+ | SH |
| DDOG | DATADOG INC CL A COM | 5K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 5K | $500K+ | SH |
| HLAL | WAHED FTSE USA SHARIAH ETF | 12K | $500K+ | SH |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | 12K | $500K+ | SH |
| LULU | LULULEMON ATHLETICA INC | 3K | $500K+ | SH |
| BCS | BARCLAYS PLC ADR | 27K | $500K+ | SH |
| NXPI | NXP SEMICONDUCTORS NV COM | 3K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 39K | $500K+ | SH |
| VOTE | TCW TRANSFORM 500 ETF | 8K | $500K+ | SH |
| BE | BLOOM ENERGY CORP COM CL A | 8K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC COM | 1K | $500K+ | SH |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | 8K | $500K+ | SH |
| ROP | ROPER INDUSTRIES INC | 2K | $500K+ | SH |
| NDAQ | NASDAQ STK MKT INC | 7K | $500K+ | SH |
| KEY | KEYCORP COM | 32K | $500K+ | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 22K | $500K+ | SH |
| MDY | S & P MID CAP 400 DEP RCPTS MID CAP | 1K | $500K+ | SH |
| IWS | ISHARES RUSSELL MIDCAP VALUE INDEX | 5K | $500K+ | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 11K | $500K+ | SH |
| EFV | ISHARES MSCI EAFE VALUE INDEX ETF | 9K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY GROUP LTD | 8K | $500K+ | SH |
| RSG | REPUBLIC SERVICES INC | 3K | $500K+ | SH |