Position in V
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$18,363,549
+$2,947,496 QoQ
Shares Held
53,524
+4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#942
of 4,498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Derivatives in V
reported options exposure · as of Sep 30, 2023CallValue
$667,029
CallShares
2,900
PutValue
$667,029
PutShares
2,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $37,584,938 across 8 Credit Services names. V ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
This page
|
53,524 | $18,363,549 | |
| 2 | MA |
Mastercard Inc
|
19,589 | $10,060,910 | |
| 3 | AXP |
American Express Co
|
16,950 | $5,733,337 | |
| 4 | COF |
Capital One Financial Corp
|
7,222 | $1,448,877 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
16,940 | $731,469 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
36,716 | $658,317 | |
| 7 | WU |
Western Union CO
|
46,210 | $355,817 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,853 | $232,662 |
All Filings in V
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,363,549 | 53,524 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $15,416,053 | 51,006 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,623,375 | 61,656 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,479,386 | 59,990 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,973,334 | 61,888 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $34,272,885 | 97,794 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,299,298 | 61,066 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,069,720 | 62,083 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $16,120,119 | 61,417 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $16,954,110 | 60,750 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,547,060 | 59,716 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $667,029 | 2,900 | Put | Sole | 2023-10-20 | |
| 2023-09-30 | $13,642,583 | 59,313 | Shares | Sole | 2023-10-20 | |
| 2023-09-30 | $667,029 | 2,900 | Call | Sole | 2023-10-20 | |
| 2023-06-30 | $13,557,970 | 57,091 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,084,120 | 58,033 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $11,350,967 | 54,635 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,571,079 | 48,247 | Shares | Sole | 2022-10-31 | |
| 2022-09-30 | $834,955 | 4,700 | Put | Sole | 2022-10-31 | |
| 2022-09-30 | $834,955 | 4,700 | Call | Sole | 2022-10-31 | |
| 2022-06-30 | $9,344,596 | 47,461 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,829,694 | 48,833 | Shares | Sole | 2022-04-28 | |
| 2022-03-31 | $842,726 | 3,800 | Put | Sole | 2022-04-28 | |
| 2022-03-31 | $842,726 | 3,800 | Call | Sole | 2022-04-28 | |
| 2021-12-31 | $9,893,678 | 45,654 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $10,179,675 | 45,700 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $257,202 | 1,100 | Put | Sole | 2021-07-22 | |
| 2021-06-30 | $10,297,432 | 44,040 | Shares | Sole | 2021-07-22 | |
| 2021-06-30 | $257,202 | 1,100 | Call | Sole | 2021-07-22 | |
| 2021-03-31 | $42,346 | 200 | Call | Sole | 2021-04-12 | |
| 2021-03-31 | $12,780,022 | 60,360 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $31,249,298 | 142,867 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,722,691 | 43,620 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $8,195,044 | 42,424 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $64,448 | 400 | Call | Sole | 2020-04-13 | |
| 2020-03-31 | $6,663,600 | 41,358 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||