Covea Finance Incresed Positions in Q2 2025

Covea Finance

  • $2.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
59.7K
+ 18.13%
$354.56 - $497.45 $21.2M - $29.7M
389K $193M
NVDA
Nvidia Corp

Technology
66.4K
+ 12.42%
$94.31 - $157.99 $6.26M - $10.5M
601K $95M
KO
Coca Cola CO

Consumer Defensive
253K
+ 335.23%
$68.37 - $73.9 $17.3M - $18.7M
329K $23.2M
TXN
Texas Instruments Inc

Technology
78.6K
+ 52.09%
N/A
229K $44.6M
NOW
Service Now, Inc.

Technology
5.46K
+ 13.75%
$721.65 - $1040.18 $3.94M - $5.67M
45.1K $46.4M
CW
Curtiss Wright Corp

Industrials
23.3K
+ 118.18%
$283.18 - $488.55 $6.59M - $11.4M
43K $21M
BWXT
Bwx Technologies, Inc.

Industrials
64K
+ 59.07%
$89.24 - $144.06 $5.71M - $9.21M
172K $24.8M
GOOGL
Alphabet Inc.

Communication Services
22.6K
+ 5.08%
$144.7 - $178.6 $3.26M - $4.03M
467K $82.3M
ABT
Abbott Laboratories

Healthcare
91.8K
+ 31.28%
$123.95 - $138.08 $11.4M - $12.7M
385K $52.4M
EMR
Emerson Electric CO

Industrials
43.8K
+ 14.66%
$94.15 - $133.33 $4.12M - $5.84M
343K $45.7M
BAC
Bank Of America Corp

Financial Services
205K
+ 43.54%
$34.39 - $47.46 $7.06M - $9.75M
677K $32M
JPM
Jpmorgan Chase & CO

Financial Services
30.9K
+ 50.08%
$210.28 - $289.91 $6.5M - $8.96M
92.6K $26.8M
TJX
Tjx Companies Inc

Consumer Cyclical
80.6K
+ 40.13%
$119.13 - $135.03 $9.6M - $10.9M
281K $34.8M
HUBB
Hubbell Inc

Industrials
9.97K
+ 15.04%
$315.94 - $408.41 $3.15M - $4.07M
76.3K $31.1M
LLY
Eli Lilly & CO

Healthcare
13.4K
+ 42.99%
$713.71 - $898.95 $9.54M - $12M
44.5K $34.7M
TDY
Teledyne Technologies Inc

Technology
16.3K
+ 56.24%
$435.54 - $512.31 $7.1M - $8.36M
45.3K $23.2M
CLH
Clean Harbors Inc

Industrials
31K
+ 78.45%
$182.1 - $233.5 $5.64M - $7.24M
70.5K $16.3M
XYL
Xylem Inc.

Industrials
47.6K
+ 34.8%
$102.86 - $129.5 $4.9M - $6.17M
185K $23.9M
NKE
Nike, Inc.

Consumer Cyclical
54.3K
+ 15.36%
$53.27 - $72.04 $2.89M - $3.91M
408K $29M
MSI
Motorola Solutions, Inc.

Technology
18.6K
+ 21.54%
$394.72 - $440.39 $7.35M - $8.2M
105K $44.2M
ROK
Rockwell Automation, Inc

Industrials
5.89K
+ 10.01%
$218.97 - $332.17 $1.29M - $1.96M
64.7K $21.5M
SYK
Stryker Corp

Healthcare
12.5K
+ 92.84%
$337.37 - $395.63 $4.23M - $4.96M
26K $10.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
68.1K
+ 51.66%
$66.85 - $79.33 $4.55M - $5.4M
200K $14.7M
ADBE
Adobe Inc.

Technology
10.5K
+ 13.82%
$340.0 - $420.68 $3.57M - $4.41M
86.4K $33.4M
CDNS
Cadence Design Systems Inc

Technology
4.8K
+ 9.36%
$231.64 - $323.08 $1.11M - $1.55M
56.1K $17.3M
DXCM
Dexcom Inc

Healthcare
27.3K
+ 32.54%
$59.83 - $87.57 $1.63M - $2.39M
111K $9.71M
MDB
Mongo Db, Inc.

Technology
13.8K
+ 48.59%
$145.85 - $225.38 $2.01M - $3.11M
42.2K $8.86M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.2K
+ 2.84%
$160.22 - $209.35 $513K - $670K
116K $24.3M
PH
Parker Hannifin Corp

Industrials
1.1K
+ 3.41%
$517.23 - $700.54 $569K - $771K
33.4K $23.3M
LNG
Cheniere Energy, Inc.

Energy
10.4K
+ 12.37%
$197.25 - $244.33 $2.05M - $2.54M
94.5K $23M
MS
Morgan Stanley

Financial Services
19.7K
+ 68.4%
$99.83 - $140.86 $1.97M - $2.77M
48.5K $6.83M
ITT
Itt Inc.

Industrials
17.7K
+ 88.5%
$112.67 - $157.95 $1.99M - $2.8M
37.7K $5.91M
CMS
Cms Energy Corp

Utilities
62.7K
+ 36.13%
$68.57 - $75.51 $4.3M - $4.73M
236K $16.4M
GMED
Globus Medical Inc

Healthcare
70.7K
+ 92.54%
$55.82 - $75.5 $3.95M - $5.34M
147K $8.68M
ADI
Analog Devices Inc

Technology
7.3K
+ 19.89%
$164.6 - $238.02 $1.2M - $1.74M
44K $10.5M
MLM
Martin Marietta Materials Inc

Basic Materials
2.78K
+ 13.86%
$452.51 - $568.19 $1.26M - $1.58M
22.9K $12.6M
KEX
Kirby Corp

Industrials
22.7K
+ 162.14%
$87.32 - $114.99 $1.98M - $2.61M
36.7K $4.16M
WWD
Woodward, Inc.

Industrials
4.7K
+ 21.17%
$157.29 - $247.55 $739K - $1.16M
26.9K $6.59M
GILD
Gilead Sciences, Inc.

Healthcare
21.2K
+ 69.51%
$96.91 - $113.0 $2.05M - $2.4M
51.7K $5.73M
OSK
Oshkosh Corp

Industrials
8.3K
+ 11.77%
$79.17 - $113.62 $657K - $943K
78.8K $8.95M
BSY
Bentley Systems Inc

Technology
30.1K
+ 81.35%
$38.62 - $53.97 $1.16M - $1.62M
67.1K $3.62M
TSCO
Tractor Supply CO

Consumer Cyclical
46.6K
+ 36.68%
$47.86 - $55.77 $2.23M - $2.6M
174K $9.16M
DDOG
Datadog, Inc.

Technology
7.2K
+ 21.56%
$87.0 - $134.33 $626K - $967K
40.6K $5.45M
DT
Dynatrace, Inc.

Technology
31.5K
+ 67.02%
$41.21 - $55.9 $1.3M - $1.76M
78.5K $4.33M
NEE
Nextera Energy Inc

Utilities
32.6K
+ 18.43%
$64.11 - $75.0 $2.09M - $2.44M
209K $14.5M
VMI
Valmont Industries Inc

Industrials
4.3K
+ 30.07%
$263.86 - $333.86 $1.13M - $1.44M
18.6K $6.07M
INGR
Ingredion Inc

Consumer Defensive
14.3K
+ 27.24%
$123.22 - $140.95 $1.76M - $2.02M
66.8K $9.06M
CMC
Commercial Metals CO

Basic Materials
32.9K
+ 38.93%
$39.2 - $50.67 $1.29M - $1.67M
117K $5.74M
DCI
Donaldson CO Inc

Industrials
24.7K
+ 40.49%
$59.18 - $71.02 $1.46M - $1.75M
85.7K $5.94M
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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