Covea Finance has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 166 distinct positions held by the firm.

The largest holding in the portfolio is NVIDIA Corporation, which accounts for 890,989 shares. Other significant positions include Alphabet Class A shares with 560,916 shares, Amazon shares with 223,722 shares, and Visa Class A shares with 161,783 shares.

The filing also details a wide variety of other holdings across different sectors. These include shares of Microsoft, Procter & Gamble, Eli Lilly, Costco Wholesale, and United States Antimony. The report lists the total number of shares held for each company and indicates that each position is held as a sole voting right, with no shared voting or dispositive rights.