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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
Q2 2026 Q1 2026 · All 2 New 23 Added 94 Reduced
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADSK AUTODESK INC Technology 1,430.0 $342K 0.06% -543.0 -27.5% $239.40 +6.0%
82 MGMT UNIFIED SER TR 7,573.0 $342K 0.06% -251.0 -3.2% $45.12 +14.5%
83 MDLZ MONDELEZ INTL INC Consumer Defensive 5,031.0 $290K 0.05% -765.0 -13.2% $57.64 +11.8%
84 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,694.0 $285K 0.05% -47.0 -1.0% $60.65 +10.5%
85 TSLA TESLA INC Consumer Cyclical 711.0 $264K 0.05% -231.0 -24.5% $371.75 -2.4%
86 MGV VANGUARD WORLD FD 1,769.0 $256K 0.05% -50.0 -2.8% $144.95 +16.0%
87 MDT MEDTRONIC PLC Healthcare 2,957.0 $256K 0.05% -44.0 -1.5% $86.65 +7.7%
88 VEEV VEEVA SYS INC Healthcare 1,458.0 $256K 0.05% -928.0 -38.9% $175.66 +41.1%
89 BDX BECTON DICKINSON & CO Healthcare 1,616.0 $254K 0.05% -747.0 -31.6% $157.23 +22.1%
90 ZTS ZOETIS INC Healthcare 1,989.0 $235K 0.04% -537.0 -21.3% $118.21 -34.2%
91 CSX CSX CORP Industrials 5,717.0 $235K 0.04% -469.0 -7.6% $41.05 +25.7%
92 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,325.0 $224K 0.04% -400.0 -14.7% $96.47 +13.3%
93 IYY ISHARES TR 1,322.0 $209K 0.04% -124.0 -8.6% $158.45 +17.8%
94 T AT&T INC Communication Services 7,169.0 $208K 0.04% -2K -17.9% $28.99 -12.7%
Page 5 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 27.7%
Financial Services 15.1%
Healthcare 12.4%
Energy 11.6%
Consumer Cyclical 8.8%
Industrials 8.4%
Consumer Defensive 6.8%
Communication Services 4.6%
Utilities 3.8%
Basic Materials 0.8%