Valeo Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
676
Total Value
2809617775
Accession Number
0001722641-25-000002
Form Type
13F-HR
CIK
0001722641
Manager Name
Valeo Financial Advisors, LLC
Data Enrichment
85% identified
574 identified102 unidentified

Holdings

676 positions
Manager:
SEC
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Page 27 of 34
M&T BANK CORP
MTB|55261F104
Shares:
1698(+7.6%)
Value:
$303.5M(+2.3%)
EQUIFAX INC
EFX|294429105
Shares:
1237(+0.2%)
Value:
$301.3M(-4.2%)
464288687
464288687
Shares:
9774(+3.1%)
Value:
$300.4M(+0.8%)
W.W. GRAINGER, INC.
GWW|384802104
Shares:
304(-1.0%)
Value:
$300.3M(-7.2%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
1291(-42.7%)
Value:
$295.8M(-42.1%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
1626(-67.9%)
Value:
$294.8M(-6.3%)
Veralto Corp
VLTO|92338C103
Shares:
3008(-9.1%)
Value:
$293.1M(-13.0%)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
CTSH|192446102
Shares:
3820(+3.4%)
Value:
$292.2M(+2.9%)
Unum Group
UNM|91529Y106
Shares:
3570(+0.3%)
Value:
$290.8M(+11.8%)
CBRE GROUP, INC.
CBRE|12504L109
Shares:
2217(+4.0%)
Value:
$289.9M(+3.6%)
464288414
MUB|464288414
Shares:
2723(-32.2%)
Value:
$287.1M(-32.9%)
852234103
852234103
Shares:
5264(+55.4%)
Value:
$286.0M(-0.6%)
Dutch Bros Inc.
BROS|26701L100
Shares:
4624(+0.4%)
Value:
$285.5M(+18.3%)
PLAINS ALL AMERICAN PIPELINE LP
PAA|726503105
Shares:
14217(-17.3%)
Value:
$284.3M(-3.2%)
Fortive Corp
FTV|34959J108
Shares:
3879(-0.0%)
Value:
$283.9M(-2.5%)
DoorDash, Inc.
DASH|25809K105
Shares:
1552(+9.4%)
Value:
$283.6M(+19.2%)
464287663
IUSV|464287663
Shares:
3065(+0.8%)
Value:
$282.8M(+0.5%)
STATE STREET CORP
STT|857477103
Shares:
3138
Value:
$280.9M
FTAI Aviation Ltd.
FTAI|G3730V105
Shares:
2517(+0.0%)
Value:
$279.5M(-22.9%)
46137V597
46137V597
Shares:
7363(+0.0%)
Value:
$278.8M(-9.0%)