IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CVA Family Office, LLC

Q2 2022 Holdings

Filed 2022-07-11 | 926 holdings | $8.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Southern Copper Corp(SCCO)COM84265V105$61150.0%
Quest Diagnostics Inc(DGX)COM74834L100$6450.0%
LPL Finl Hldgs Inc(LPLA)COM50212V100$6300.0%
FOX Corp(FOXA)CL A COM35137L105$61800.0%
FOX Corp(FOX)CL B COM35137L204$62150.0%
Arrow Electrs Inc(ARW)COM042735100$6500.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$6440.0%
Lear Corp(LEA)COM NEW521865204$6500.0%
Ishares TR(MBB)MBS ETF464288588$6620.0%
Western Alliance Bancorp(WAL)COM957638109$6800.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$6710.0%
Penske Automotive GRP Inc(PAG)COM70959W103$6550.0%
Thor Inds Inc(THO)COM885160101$6770.0%
Mohawk Inds Inc(MHK)COM608190104$6450.0%
Hubspot Inc(HUBS)COM443573100$6200.0%
Playtika Hldg Corp(PLTK)COM72815L107$75150.0%
Enterprise Prods Partners L(EPD)COM293792107$72780.0%
Axis Cap Hldgs LTD(AXS)SHSG0692U109$71150.0%
Host Hotels & Resorts Inc(HST)COM44107P104$74650.0%
Webster Finl Corp(WBS)COM947890109$71550.0%
Invesco Exch Traded FD TR II(XMLV)S&P MIDCP LOW46138E198$71410.0%
Epam SYS Inc(EPAM)COM29414B104$7250.0%
Liberty Global PLCSHS CL CG5480U120$73200.0%
Ishares TR(SCZ)EAFE SML CP ETF464288273$71200.0%
Ishares TR(IQLT)MSCI INTL QUALTY46434V456$72120.0%
Sunrun Inc(RUN)COM86771W105$72950.0%
Lincoln Natl Corp IND(LNC)COM534187109$71500.0%
Channeladvisor Corp(ECOM1USD)COM159179100$75110.0%
Ares Management Corporation(ARES)CL A COM STK03990B101$71300.0%
Alliant Energy Corp(LNT)COM018802108$71200.0%
Celanese Corp del(CE)COM150870103$7600.0%
Cardinal Health Inc(CAH)COM14149Y108$71300.0%
BIO RAD Labs Inc(BIO)CL A090572207$7150.0%
Charles RIV Labs Intl Inc(CRL)COM159864107$8380.0%
Carlyle Group Inc(CG)COM14316J108$82450.0%
Molina Healthcare Inc(MOH)COM60855R100$8300.0%
Nordson Corp(NDSN)COM655663102$8380.0%
Enbridge Inc(ENB)COM29250N105$81960.0%
Zebra Technologies Corporati(ZBRA)CL A989207105$8270.0%
Penn Natl Gaming Inc(PENN)COM707569109$82700.0%
Waters Corp(WAT)COM941848103$8250.0%
Steel Dynamics Inc(STLD)COM858119100$81150.0%
Everest RE Group LTD(EG)COMG3223R108$8300.0%
Perkinelmer Inc(RVTY)COM714046109$8550.0%
Diageo PLC(DGED)SPON ADR NEW25243Q205$8470.0%
Plug Power Inc(PLUG)COM NEW72919P202$84550.0%
Invesco Exchange Traded FD T(RSPF)S&P500 EQL FIN46137V340$81500.0%
Iron MTN Inc New(IRM)COM46284V101$81600.0%
ST JOE Co(JOE)COM790148100$81940.0%
SVB Financial Group(SIVBEUR)COM78486Q101$8200.0%
PreviousPage 5 of 19Next