Geneva Partners, LLC — 13F holdings

Geneva Partners, LLC reported 75 holdings worth $375M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. DELL Dell Technologies Inc — $20.3M (5.4%)
2. MRVL MARVELL TECHNOLOGY INC — $20.3M (5.4%)
3. GOOGL ALPHABET INC — $16.9M (4.5%)
4. STRL STERLING INFRASTRUCTURE INC — $16.8M (4.5%)
5. XBI SPDR SERIES TRUST — $15.0M (4.0%)
6. NVDA NVIDIA CORPORATION — $14.7M (3.9%)
7. TER TERADYNE INC — $13.8M (3.7%)
8. GLW CORNING INC — $12.7M (3.4%)
9. AMAT APPLIED MATLS INC — $11.9M (3.2%)
10. GEV GE VERNOVA INC — $11.6M (3.1%)