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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 2 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPI J P MORGAN EXCHANGE TRADED FD 97,479.0 $5.5M 1.01% -6K -5.4% $56.68 -1.0%
22 GOOGL ALPHABET INC Communication Services 19,047.0 $5.5M 1.00% -409.0 -2.1% $287.56 +28.0%
23 VNQ VANGUARD INDEX FDS 59,978.0 $5.3M 0.97% +2K +2.7% $88.70 +7.7%
24 CVX CHEVRON CORPORATION Energy 23,213.0 $4.8M 0.88% +1K +5.6% $206.90 -16.1%
25 VTV VANGUARD INDEX FDS 22,178.0 $4.4M 0.80% -216.0 -1.0% $196.20 +10.3%
26 JNJ JOHNSON & JOHNSON Healthcare 14,935.0 $3.7M 0.67% -299.0 -2.0% $244.44 -6.6%
27 ABBV ABBVIE INC Healthcare 15,256.0 $3.3M 0.61% -254.0 -1.6% $217.49 -0.5%
28 VYM VANGUARD WHITEHALL FDS 20,845.0 $3.1M 0.56% $148.10 +6.8%
29 SPY STATE STR SPDR S&P 500 ETF TR Financial Services 4,712.0 $3.1M 0.56% -127.0 -2.6% $650.34 +14.8%
30 LOW LOWES COS INC Consumer Cyclical 12,519.0 $3.0M 0.54% -570.0 -4.3% $236.28 -6.0%
31 IJR ISHARES TR 22,423.0 $2.8M 0.51% +415.0 +1.9% $124.31 +15.2%
32 RTX RTX CORPORATION Industrials 14,263.0 $2.8M 0.50% -1K -8.7% $192.90 -3.8%
33 LLY ELI LILLY & CO Healthcare 2,768.0 $2.5M 0.47% -250.0 -8.3% $919.77 +19.4%
34 GLD SPDR GOLD TR Financial Services 5,662.0 $2.4M 0.45% +350.0 +6.6% $430.29 -10.0%
35 NVDA NVIDIA CORPORATION Technology 13,962.0 $2.4M 0.45% -955.0 -6.4% $174.40 +20.8%
36 VO VANGUARD INDEX FDS 8,402.0 $2.4M 0.44% -51.0 -0.6% $287.18 -72.1%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,400.0 $2.4M 0.44% -136.0 -5.4% $996.43 -4.5%
38 TSM TAIWAN SEMICONDUCTOR MANUFACT Technology 6,796.0 $2.3M 0.42% -401.0 -5.6% $337.95 +36.7%
39 MCD MCDONALDS CORP Consumer Cyclical 6,975.0 $2.2M 0.40% -632.0 -8.3% $310.79 -10.4%
40 DFEM DIMENSIONAL ETF TRUST 61,108.0 $2.1M 0.39% -339.0 -0.6% $34.55 +21.9%
Page 2 of 9  ·  173 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%