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Portfolio (Quarterly) Guide ↗

VeraBank, N.A.

· CIK 0001767297
13F Portfolio $550M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 180 New
Page 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,600.0 $965K 0.18% NEW $603.28 +15.0%
82 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 5,699.0 $923K 0.17% NEW $161.96 -18.9%
83 ETN EATON CORP PLC Industrials 2,894.0 $922K 0.17% NEW $318.51 +36.8%
84 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,526.0 $884K 0.16% NEW $579.45 -19.9%
85 MO ALTRIA GROUP INC Consumer Defensive 15,072.0 $869K 0.16% NEW $57.66 +20.6%
86 ADP AUTOMATIC DATA PROCESSING INC Industrials 3,310.0 $851K 0.15% NEW $257.23 -16.6%
87 ITOT ISHARES TR 5,704.0 $848K 0.15% NEW $148.69 +9.8%
88 HON HONEYWELL INTL INC Industrials 4,296.0 $838K 0.15% NEW $195.09 +16.9%
89 DUK DUKE ENERGY CORP NEW Utilities 7,131.0 $836K 0.15% NEW $117.21 +5.4%
90 NUE NUCOR CORP Basic Materials 5,093.0 $831K 0.15% NEW $163.11 +50.2%
91 HCA HCA HEALTHCARE INC Healthcare 1,777.0 $830K 0.15% NEW $466.86 -19.2%
92 ACN ACCENTURE PLC IRELAND Technology 2,975.0 $798K 0.14% NEW $268.30 -53.5%
93 SBUX STARBUCKS CORP Consumer Cyclical 9,379.0 $790K 0.14% NEW $84.21 +18.9%
94 CAT CATERPILLAR INC Industrials 1,378.0 $789K 0.14% NEW $572.87 +78.4%
95 VEA VANGUARD TAX-MANAGED FDS 12,267.0 $766K 0.14% NEW $62.47 +15.9%
96 IWM ISHARES TR 3,079.0 $758K 0.14% NEW $246.16 +21.1%
97 CANADIAN PACIFIC KANSAS CITY 9,750.0 $718K 0.13% NEW $73.63
98 MRSH MARSH & MCLENNAN COS INC Financial Services 3,810.0 $707K 0.13% NEW $185.52 -13.7%
99 NI NISOURCE INC Utilities 16,904.0 $706K 0.13% NEW $41.76 +14.1%
100 SHEL SHELL PLC Energy 9,574.0 $703K 0.13% NEW $73.48 +8.4%
Page 5 of 9  ·  180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 14.5%
Healthcare 11.9%
Communication Services 10.4%
Consumer Cyclical 8.7%
Energy 7.8%
Industrials 7.6%
Consumer Defensive 6.0%
Utilities 3.3%
Basic Materials 0.8%