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Portfolio (Quarterly) Guide ↗

VeraBank, N.A.

· CIK 0001767297
13F Portfolio $546M AUM 250 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 23 Added 94 Reduced 9 Exited
Page 3 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 7,322.0 $1.2M 0.22% -617.0 -7.8% $165.34 +6.3%
42 MMM 3M CO Industrials 8,157.0 $1.2M 0.22% -300.0 -3.5% $145.23 +11.9%
43 NSC NORFOLK SOUTHN CORP Industrials 3,880.0 $1.1M 0.20% -25.0 -0.6% $287.00 +6.3%
44 VIG VANGUARD SPECIALIZED FUNDS 4,945.0 $1.1M 0.20% -178.0 -3.5% $215.06 +9.5%
45 ETN EATON CORP PLC Industrials 2,824.0 $1.0M 0.18% -70.0 -2.4% $357.67 +19.4%
46 GD GENERAL DYNAMICS CORP Industrials 2,884.0 $990K 0.18% -98.0 -3.3% $343.22 +1.2%
47 MO ALTRIA GROUP INC Consumer Defensive 14,338.0 $946K 0.17% -734.0 -4.9% $65.99 +5.9%
48 PFE PFIZER INC Healthcare 32,528.0 $913K 0.17% -7K -18.5% $28.08 -10.8%
49 DUK DUKE ENERGY CORP NEW Utilities 6,904.0 $904K 0.17% -227.0 -3.2% $130.94 -5.0%
50 HON HONEYWELL INTL INC Industrials 3,963.0 $896K 0.16% -333.0 -7.8% $226.03 +2.0%
51 AMAT APPLIED MATLS INC Technology 2,613.0 $893K 0.16% -100.0 -3.7% $341.79 +82.4%
52 SHEL SHELL PLC Energy 9,391.0 $873K 0.16% -183.0 -1.9% $93.00 -14.5%
53 SBUX STARBUCKS CORP Consumer Cyclical 9,295.0 $833K 0.15% -84.0 -0.9% $89.59 +12.9%
54 CRM SALESFORCE INC Technology 4,321.0 $807K 0.15% -6K -56.7% $186.67 -19.2%
55 VZ VERIZON COMMUNICATIONS INC Communication Services 15,330.0 $770K 0.14% -470.0 -3.0% $50.20 -9.3%
56 CEG CONSTELLATION ENERGY CORP Utilities 2,695.0 $753K 0.14% -83.0 -3.0% $279.25 -2.3%
57 CANADIAN PACIFIC KANSAS CITY 9,500.0 $747K 0.14% -250.0 -2.6% $78.66
58 WMT WALMART INC Consumer Defensive 5,719.0 $711K 0.13% -254.0 -4.2% $124.28 -5.3%
59 KEMX KRANESHARES TRUST 16,931.0 $687K 0.13% -794.0 -4.5% $40.55 +35.4%
60 NI NISOURCE INC Utilities 13,519.0 $631K 0.12% -3K -20.0% $46.66 +2.4%
Page 3 of 5  ·  94 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 26.1%
Financial Services 14.3%
Healthcare 11.7%
Energy 11.0%
Communication Services 10.0%
Consumer Cyclical 8.3%
Industrials 8.0%
Consumer Defensive 6.4%
Utilities 3.5%
Basic Materials 0.8%