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Portfolio (Quarterly) Guide ↗

VeraBank, N.A.

· CIK 0001767297
13F Portfolio $604M AUM 244 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 18 Added 104 Reduced 14 Exited
Page 1 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIGI VANGUARD WHITEHALL FDS 256,504.0 $24.0M 3.96% -17K -6.2% $93.38 +5.6%
2 AAPL APPLE INC Technology 67,452.0 $19.5M 3.23% -2K -2.6% $289.36 +6.9%
3 GOOG ALPHABET INC 36,281.0 $12.8M 2.12% -1K -2.7% $353.33
4 MSFT MICROSOFT CORP Technology 33,962.0 $12.7M 2.10% -2K -6.6% $373.02 +29.5%
5 XOM EXXON MOBIL CORP Energy 52,160.0 $7.1M 1.18% -3K -5.3% $136.72 +20.8%
6 JPM JPMORGAN CHASE & CO Financial Services 21,765.0 $7.1M 1.18% -418.0 -1.9% $327.33 +7.4%
7 AMZN AMAZON COM INC Consumer Cyclical 28,618.0 $6.8M 1.13% -869.0 -3.0% $238.34 +8.5%
8 GOOGL ALPHABET INC Communication Services 18,497.0 $6.6M 1.09% -550.0 -2.9% $357.37 -3.5%
9 BERKSHIRE HATHAWAY INC DEL 11,370.0 $5.7M 0.94% -266.0 -2.3% $500.39
10 PANW PALO ALTO NETWORKS INC Technology 11,977.0 $4.1M 0.68% -297.0 -2.4% $341.02 +4.9%
11 CVX CHEVRON CORPORATION Energy 22,973.0 $3.8M 0.63% -240.0 -1.0% $165.76 +23.8%
12 JNJ JOHNSON & JOHNSON Healthcare 14,786.0 $3.8M 0.62% -149.0 -1.0% $253.97 +6.4%
13 ABBV ABBVIE INC Healthcare 14,486.0 $3.6M 0.60% -770.0 -5.0% $251.64 +5.3%
14 JEPI J P MORGAN EXCHANGE TRADED FD 63,207.0 $3.6M 0.59% -34K -35.2% $56.48 +2.5%
15 SPY STATE STR SPDR S&P 500 ETF TR Financial Services 4,393.0 $3.3M 0.54% -319.0 -6.8% $746.77 +2.5%
16 IJR ISHARES TR 22,118.0 $3.3M 0.54% -305.0 -1.4% $148.31 -0.7%
17 LLY ELI LILLY & CO Healthcare 2,632.0 $3.2M 0.52% -136.0 -4.9% $1199.43 +4.6%
18 NVDA NVIDIA CORPORATION Technology 13,608.0 $2.7M 0.45% -354.0 -2.5% $200.09 +7.3%
19 TSM TAIWAN SEMICONDUCTOR MANUFACT Technology 5,695.0 $2.7M 0.45% -1K -16.2% $477.57 -12.3%
20 RTX RTX CORPORATION Industrials 14,184.0 $2.7M 0.45% -79.0 -0.6% $189.73 +10.6%
Page 1 of 6  ·  104 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 31.8%
Financial Services 15.0%
Healthcare 11.7%
Energy 9.2%
Consumer Cyclical 8.8%
Industrials 8.3%
Consumer Defensive 6.2%
Communication Services 4.9%
Utilities 3.1%
Basic Materials 0.9%