Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Geneva Partners, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Geneva Partners, LLC (CIK 1712671) reported $208.2M across 63 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($13.9M, 6.70%), GOOGL ($13.6M, 6.53%), IVV ($9.7M, 4.65%), AVGO ($9.6M, 4.63%), QUAL ($8.5M, 4.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$13.9M6.70%79,959Trimmed
2GOOGLALPHABET INC$13.6M6.53%47,306Trimmed
3IVVISHARES TR$9.7M4.65%14,815Trimmed
4AVGOBROADCOM INC$9.6M4.63%31,129Trimmed
5QUALISHARES TR$8.5M4.08%44,242Trimmed
6IEMGISHARES INC$8.4M4.04%120,715New
7VHTVANGUARD WORLD FD$8.0M3.86%29,538Trimmed
8CATCATERPILLAR INC$7.9M3.78%10,783Added
9GEVGE VERNOVA INC$7.6M3.64%8,691Added
10STRLSTERLING INFRASTRUCTURE INC$7.4M3.53%18,073New
11VRTVERTIV HOLDINGS CO$7.1M3.40%28,288Added
12MODMODINE MFG CO$7.0M3.36%32,275New
13METAMETA PLATFORMS INC$6.7M3.21%11,696Trimmed
14KLACKLA CORP$6.3M3.01%4,263Trimmed
15FIXCOMFORT SYS USA INC$5.8M2.77%4,186Added
16MPCMARATHON PETE CORP$5.4M2.61%22,218New
17DELLDELL TECHNOLOGIES INC$5.4M2.60%33,004New
18VLOVALERO ENERGY CORP$5.4M2.60%21,950New
19TSMTAIWAN SEMICONDUCTOR MANUFAC$5.0M2.41%14,845New
20FDRRFIDELITY COVINGTON TR$4.9M2.37%83,902Trimmed
21LLYELI LILLY & CO$4.7M2.26%5,119Trimmed
22PHPARKER HANNIFEN$4.1M1.95%4,543Trimmed
23ORLYOREILLY AUTOMOTIVE INC$3.5M1.68%37,858Trimmed
24FDHYFIDELITY COVINGTON TRUST$3.4M1.63%70,077New
25MSFTMICROSOFT CORP$2.8M1.33%7,460Trimmed

Source: SEC Form 13F filings · as of 2026-03-31