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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBR SABINE RTY TR Energy 19,752.0 $1.5M 0.27% -4K -17.8% $75.34 -4.1%
62 ASML ASML HLDG NV Technology 1,126.0 $1.5M 0.27% -49.0 -4.2% $1320.83 +46.1%
63 WM WASTE MGMT INC DEL Industrials 6,298.0 $1.4M 0.27% $229.79 -6.6%
64 SDY SPDR SERIES TRUST 9,900.0 $1.4M 0.26% $145.94 +3.1%
65 USB US BANCORP Financial Services 27,232.0 $1.4M 0.26% -1K -3.8% $52.01 +11.8%
66 IWD ISHARES TR 6,485.0 $1.4M 0.25% $213.67 +13.3%
67 GSK GSK PLC Healthcare 24,269.0 $1.3M 0.24% $55.19 -8.2%
68 MRK MERCK & CO INC Healthcare 10,599.0 $1.3M 0.23% -1K -8.9% $120.29 -5.3%
69 LRCX LAM RESEARCH CORP Technology 5,835.0 $1.2M 0.23% $213.66 +82.1%
70 ENB ENBRIDGE INC Energy 22,816.0 $1.2M 0.23% -1K -4.8% $54.14 +0.8%
71 AXP AMERICAN EXPRESS CO Financial Services 4,077.0 $1.2M 0.23% -39.0 -0.9% $302.48 +11.7%
72 AFL AFLAC INC Financial Services 11,053.0 $1.2M 0.22% -82.0 -0.7% $109.71 +5.3%
73 PM PHILIP MORRIS INTL INC Consumer Defensive 7,322.0 $1.2M 0.22% -617.0 -7.8% $165.34 +7.9%
74 MMM 3M CO Industrials 8,157.0 $1.2M 0.22% -300.0 -3.5% $145.23 +10.6%
75 NSC NORFOLK SOUTHN CORP Industrials 3,880.0 $1.1M 0.20% -25.0 -0.6% $287.00 +4.6%
76 VIG VANGUARD SPECIALIZED FUNDS 4,945.0 $1.1M 0.20% -178.0 -3.5% $215.06 +9.4%
77 ETN EATON CORP PLC Industrials 2,824.0 $1.0M 0.18% -70.0 -2.4% $357.67 +17.9%
78 GD GENERAL DYNAMICS CORP Industrials 2,884.0 $990K 0.18% -98.0 -3.3% $343.22 +2.0%
79 MDY STATE STR SPDR S&P MIDCAP 400 Financial Services 1,600.0 $987K 0.18% $616.76 +12.0%
80 CAT CATERPILLAR INC Industrials 1,378.0 $976K 0.18% $708.46 +39.1%
Page 4 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%