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Covenant Asset Management, LLC

Q2 2026 13F filing

Updated 53 days ago

164 disclosed positions worth $594.6M

Portfolio value
$594.6M
Total holdings
164
New positions
13
Closed positions
10
Increased
28
Decreased
76
Turnover
14.0%
Filed
2026-07-20

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-4.4%
Value
$47.2M
Shares
235.8K
% Port
7.94%
M

MICROSOFT CORP

-1.4%
Value
$24.6M
Shares
65.9K
% Port
4.13%
A

APPLE INC

-3.3%
Value
$23.3M
Shares
80.4K
% Port
3.91%
K

KLA CORP

+1351.0%
Value
$21.9M
Shares
72.5K
% Port
3.68%
A

BROADCOM INC

-3.3%
Value
$20.3M
Shares
53.6K
% Port
3.41%
G
6.GEV

GE VERNOVA INC

+95.2%
Value
$19M
Shares
16.2K
% Port
3.20%
A

AMAZON COM INC

-1.4%
Value
$18.3M
Shares
76.7K
% Port
3.08%
P
8.PWR

QUANTA SVCS INC

-3.5%
Value
$17.6M
Shares
24.5K
% Port
2.97%
A

ASML HLDG NV

-45.0%
Value
$16.4M
Shares
8.3K
% Port
2.76%
G

ALPHABET INC

+330.7%
Value
$15.4M
Shares
43.1K
% Port
2.59%
H
11.HWM

HOWMET AEROSPACE INC

-2.2%
Value
$12.8M
Shares
47.5K
% Port
2.15%
M
12.META

META PLATFORMS INC

+97.5%
Value
$11.1M
Shares
19.8K
% Port
1.87%
L
13.LLY

ELI LILLY & CO

-10.4%
Value
$10.7M
Shares
9.0K
% Port
1.81%
S
14.SHOP

SHOPIFY INC

-3.0%
Value
$10.4M
Shares
90.7K
% Port
1.74%
T

TAIWAN SEMICONDUCTOR MANUFAC

-1.4%
Value
$10M
Shares
21.0K
% Port
1.69%
S
16.SPY

STATE STR SPDR S&P 500 ETF T

+1.7%
Value
$9.5M
Shares
12.7K
% Port
1.59%
?
17.N/A

ROBINHOOD MKTS INC

-1.5%
Value
$8.9M
Shares
88.6K
% Port
1.49%
M

MORGAN STANLEY

+140.2%
Value
$8.3M
Shares
39.6K
% Port
1.39%
J

JPMORGAN CHASE & CO

-3.0%
Value
$8.2M
Shares
25.1K
% Port
1.38%
G
20.GE

GE AEROSPACE

-2.1%
Value
$8.1M
Shares
21.8K
% Port
1.37%
A
21.ANET

ARISTA NETWORKS INC

-4.3%
Value
$8M
Shares
47.1K
% Port
1.35%
A
22.AZN

ASTRAZENECA PLC

-4.5%
Value
$7.9M
Shares
41.9K
% Port
1.34%
S
23.SOFI

SOFI TECHNOLOGIES INC

Value
$7.8M
Shares
433.1K
% Port
1.31%
B
24.BE

BLOOM ENERGY CORP

+21.8%
Value
$7.7M
Shares
25.6K
% Port
1.30%
T
25.TSLA

TESLA INC

+1.8%
Value
$7.7M
Shares
18.3K
% Port
1.30%
A
26.ADI

ANALOG DEVICES INC

-2.3%
Value
$7.2M
Shares
18.2K
% Port
1.22%
N
27.NFLX

NETFLIX INC.

-2.6%
Value
$7.2M
Shares
100.6K
% Port
1.21%
A
28.AGX

ARGAN INC

+0.4%
Value
$7M
Shares
8.8K
% Port
1.18%
M
29.MRK

MERCK & CO INC

-2.5%
Value
$6.9M
Shares
53.9K
% Port
1.17%
G

GOLDMAN SACHS GROUP INC

-1.1%
Value
$6.6M
Shares
6.5K
% Port
1.11%
Q
31.QQQ

INVESCO QQQ TR

-5.9%
Value
$6.4M
Shares
8.7K
% Port
1.08%
A
32.AXP

AMERICAN EXPRESS CO

-1.4%
Value
$6.3M
Shares
18.5K
% Port
1.05%
R
33.RBC

RBC BEARINGS INC

+2.2%
Value
$6.2M
Shares
9.6K
% Port
1.04%
V
34.VRTX

VERTEX PHARMACEUTICALS INC

-2.5%
Value
$5.9M
Shares
11.8K
% Port
0.98%
O
35.ODFL

OLD DOMINION FREIGHT LINE IN

-0.4%
Value
$5.6M
Shares
25.9K
% Port
0.94%
G

ALPHABET INC

+16.7%
Value
$5.4M
Shares
15.2K
% Port
0.90%
A
37.ABBV

ABBVIE INC

-6.2%
Value
$5M
Shares
19.9K
% Port
0.84%
C

CAPITAL ONE FINL CORP

-1.7%
Value
$5M
Shares
24.8K
% Port
0.84%
F

FTAI AVIATION LTD

+1.9%
Value
$4.9M
Shares
18.2K
% Port
0.83%
G

ALPHABET INC

Unchanged
Value
$4.6M
Shares
13.0K
% Port
0.77%
V
41.VGES

VANGUARD INDEX FDS

+520.9%
Value
$4M
Shares
46.2K
% Port
0.67%
C
42.COST

COSTCO WHOLESALE CORPORATION

-58.3%
Value
$3.9M
Shares
4.2K
% Port
0.66%
A
43.ADP

AUTOMATIC DATA PROCESSING IN

-4.7%
Value
$3.7M
Shares
16.4K
% Port
0.62%
G

ALPHABET INC

Unchanged
Value
$3.6M
Shares
10.0K
% Port
0.60%
B
45.BE

BLOOM ENERGY CORP

-46.2%
Value
$3.4M
Shares
11.3K
% Port
0.58%
P
46.PANW

PALO ALTO NETWORKS INC

-0.1%
Value
$3.4M
Shares
10.0K
% Port
0.57%
C
47.CAH

CARDINAL HEALTH INC

-4.1%
Value
$3.4M
Shares
14.3K
% Port
0.57%
J
48.JNJ

JOHNSON & JOHNSON

-5.7%
Value
$3.2M
Shares
12.7K
% Port
0.54%
O

ORACLE CORP

-18.6%
Value
$3.1M
Shares
20.9K
% Port
0.51%
G
50.GEV

GE VERNOVA INC

-69.9%
Value
$2.9M
Shares
2.5K
% Port
0.49%