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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRM SALESFORCE INC Technology 2,720.0 $426K 0.07% -2K -37.0% $156.66 +33.5%
82 COF CAPITAL ONE FINL CORP Financial Services 1,971.0 $395K 0.07% -30.0 -1.5% $200.62 +8.6%
83 DGRW WISDOMTREE TR 4,056.0 $388K 0.06% -1K -26.1% $95.62 +3.8%
84 XLE SELECT SECTOR SPDR TR 7,290.0 $387K 0.06% -470.0 -6.1% $53.11 +19.8%
85 FLQM FRANKLIN TEMPLETON ETF TR 6,560.0 $380K 0.06% -3K -28.6% $57.89 +6.5%
86 C CITIGROUP INC Financial Services 2,642.0 $370K 0.06% -378.0 -12.5% $139.96 -5.9%
87 NI NISOURCE INC Utilities 7,591.0 $361K 0.06% -6K -43.9% $47.55 -14.6%
88 IVE ISHARES TR 1,569.0 $356K 0.06% -140.0 -8.2% $227.06 +4.5%
89 UPS UNITED PARCEL SVCS INC Industrials 3,300.0 $355K 0.06% -744.0 -18.4% $107.50 -5.1%
90 GILD GILEAD SCIENCES INC Healthcare 2,797.0 $353K 0.06% -771.0 -21.6% $126.34 +15.7%
91 ACN ACCENTURE PLC IRELAND Technology 2,764.0 $344K 0.06% -211.0 -7.1% $124.44 +48.9%
92 NKE NIKE INC Consumer Cyclical 8,350.0 $343K 0.06% -2K -18.7% $41.05 -0.7%
93 COP CONOCOPHILLIPS Energy 3,035.0 $316K 0.05% -421.0 -12.2% $103.96 +29.7%
94 CVS CVS HEALTH CORP Healthcare 2,674.0 $277K 0.05% -258.0 -8.8% $103.45 -10.1%
95 SYY SYSCO CORP Consumer Defensive 3,279.0 $274K 0.04% -327.0 -9.1% $83.58 +0.6%
96 ADI ANALOG DEVICES INC Technology 680.0 $270K 0.04% -50.0 -6.8% $397.17 -6.1%
97 MDLZ MONDELEZ INTL INC Consumer Defensive 4,418.0 $256K 0.04% -613.0 -12.2% $57.84 +11.4%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,429.0 $255K 0.04% -265.0 -5.7% $57.62 +16.3%
99 MGV VANGUARD WORLD FD 1,521.0 $249K 0.04% -248.0 -14.0% $163.45 +2.9%
100 SLB SLB LIMITED Energy 5,325.0 $248K 0.04% -2K -22.1% $46.49 +15.9%
Page 5 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%