Position in NMR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$132,472
+$19,235 QoQ
Shares Held
15,088
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#173
of 298 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $14,846,325 across 7 Capital Markets names. NMR ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,986 | $8,076,800 | |
| 2 | MS |
Morgan Stanley
|
14,476 | $3,026,063 | |
| 3 | SCHW |
Schwab Charles Corp
|
27,938 | $2,577,839 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,344 | $378,101 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,141 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
11,611 | $317,909 | |
| 7 | NMR |
Nomura Holdings Inc
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|
15,088 | $132,472 |
All Filings in NMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,472 | 15,088 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $113,237 | 14,352 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $179,478 | 21,392 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $146,570 | 20,161 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $89,902 | 13,663 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $84,470 | 13,735 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $73,718 | 12,732 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $74,692 | 14,309 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $77,752 | 13,452 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $86,361 | 13,452 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $60,668 | 13,452 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $44,814 | 11,148 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 | $45,706 | 12,028 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $45,105 | 12,028 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||