Valeo Financial Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 8,154,365 shares of $EQIX (~$6,486,552,727). This was an increase of ~298149% over their previous position.
- An addition of 25,821,539 shares of $AAPL (~$5,297,805,157). This was an increase of ~3360% over their previous position.
- An addition of 41,070,514 shares of $GBIL (~$4,113,211,977). This was an increase of ~inf% over their previous position.
- An addition of 7,279,991 shares of $CAT (~$2,826,165,306). This was an increase of ~36842% over their previous position.
- An addition of 3,163,938 shares of $SPGI (~$1,668,312,868). This was an increase of ~70734% over their previous position.
- An addition of 4,510,944 shares of $HD (~$1,653,892,508). This was an increase of ~16747% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Valeo Financial Advisors, LLC for more details.
