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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 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USB US BANCORP Financial Services 25,202.0 $1.5M 0.25% -2K -7.5% $60.40 +2.7%
62 ORCL ORACLE CORP Technology 10,383.0 $1.5M 0.25% -263.0 -2.5% $146.55 -0.1%
63 NEE NEXTERA ENERGY INC Utilities 16,883.0 $1.5M 0.24% -107.0 -0.6% $87.77 -4.7%
64 SBR SABINE RTY TR Energy 19,752.0 $1.4M 0.24% $73.20 +0.8%
65 IWD ISHARES TR 5,884.0 $1.4M 0.24% -601.0 -9.3% $242.43 +6.1%
66 CAT CATERPILLAR INC Industrials 1,328.0 $1.4M 0.23% -50.0 -3.6% $1064.90 -22.3%
67 WM WASTE MGMT INC DEL Industrials 6,271.0 $1.4M 0.23% $222.88 +0.5%
68 MMM 3M CO Industrials 8,157.0 $1.3M 0.22% $161.91 +10.5%
69 AXP AMERICAN EXPRESS CO Financial Services 3,899.0 $1.3M 0.22% -178.0 -4.4% $338.25 -0.7%
70 SDY SPDR SERIES TRUST 8,642.0 $1.3M 0.22% -1K -12.7% $152.18 +4.1%
71 MRK MERCK & CO INC Healthcare 10,222.0 $1.3M 0.22% -377.0 -3.6% $128.50 +18.7%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 7,178.0 $1.3M 0.21% -144.0 -2.0% $180.91 +4.0%
73 AFL AFLAC INC Financial Services 11,053.0 $1.3M 0.21% $117.25 -1.0%
74 AJG GALLAGHER ARTHUR J & CO Financial Services 5,616.0 $1.3M 0.21% -2K -21.4% $229.57 +14.9%
75 ETN EATON CORP PLC Industrials 2,777.0 $1.2M 0.20% -47.0 -1.7% $426.12 -1.6%
76 MDY STATE STR SPDR S&P MIDCAP 400 Financial Services 1,550.0 $1.1M 0.18% -50.0 -3.1% $703.34 -0.5%
77 ENB ENBRIDGE INC Energy 20,023.0 $1.1M 0.18% -3K -12.2% $54.21 -6.9%
78 GSK GSK PLC Healthcare 20,501.0 $1.1M 0.18% -4K -15.5% $52.42 -0.0%
79 NSC NORFOLK SOUTHN CORP Industrials 3,380.0 $1.1M 0.18% -500.0 -12.9% $314.59 +11.5%
80 NUE NUCOR CORP Basic Materials 4,662.0 $1.0M 0.17% -431.0 -8.5% $222.75 +9.4%
Page 4 of 9  ·  167 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%