Valeo Financial Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Valeo Financial Advisors, LLC
Data Enrichment
85% identified
574 identified102 unidentified

Holdings

676 positions
Manager:
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Page 9 of 34
GENERAL DYNAMICS CORP
Shares:
6965(+12.4%)
Value:
$1.9B(+16.3%)
SHOPIFY INC.
Shares:
19717(-1.8%)
Value:
$1.9B(-11.8%)
KIMBERLY CLARK CORP
Shares:
13234(+3.3%)
Value:
$1.9B(+12.1%)
Phillips 66
Shares:
15019(+5.9%)
Value:
$1.9B(+14.8%)
O REILLY AUTOMOTIVE INC
Shares:
1287(+33.0%)
Value:
$1.8B(+60.6%)
ASML HOLDING NV
Shares:
2762(+49.1%)
Value:
$1.8B(+42.6%)
Shell plc
Shares:
24646(+2.4%)
Value:
$1.8B(+19.8%)
ServiceNow, Inc.
Shares:
2262(+9.3%)
Value:
$1.8B(-17.9%)
464287150
Shares:
14681(+0.5%)
Value:
$1.8B(-4.7%)
Elevance Health, Inc.
Shares:
4116(+33.3%)
Value:
$1.8B(+57.2%)
Blackstone Inc.
Shares:
12774(+1724.8%)
Value:
$1.8B(+1379.4%)
Hillenbrand, Inc.
Shares:
72547(+0.3%)
Value:
$1.8B(-21.3%)
81369Y704
Shares:
13349(-0.8%)
Value:
$1.7B(-1.3%)
NORFOLK SOUTHERN CORP
Shares:
7356(+3.2%)
Value:
$1.7B(+4.1%)
464287481
Shares:
14597(+2.9%)
Value:
$1.7B(-4.6%)
TEXAS INSTRUMENTS INC
Shares:
9441(+758.3%)
Value:
$1.7B(+722.6%)
Snowflake Inc.
Shares:
11606(-13.0%)
Value:
$1.7B(-17.6%)
Intercontinental Exchange, Inc.
Shares:
9614(+40.9%)
Value:
$1.7B(+63.1%)
Medtronic plc
Shares:
18155(-1.0%)
Value:
$1.6B(+11.3%)
ZIMMER BIOMET HOLDINGS, INC.
Shares:
14346(-2.1%)
Value:
$1.6B(+4.8%)