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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 5 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 14,338.0 $946K 0.17% -734.0 -4.9% $65.99 +4.7%
82 PFE PFIZER INC Healthcare 32,528.0 $913K 0.17% -7K -18.5% $28.08 -10.2%
83 DUK DUKE ENERGY CORP NEW Utilities 6,904.0 $904K 0.17% -227.0 -3.2% $130.94 -5.4%
84 HON HONEYWELL INTL INC Industrials 3,963.0 $896K 0.16% -333.0 -7.8% $226.03 +1.3%
85 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 5,695.0 $896K 0.16% $157.28 -14.9%
86 AMAT APPLIED MATLS INC Technology 2,613.0 $893K 0.16% -100.0 -3.7% $341.79 +80.6%
87 SHEL SHELL PLC Energy 9,391.0 $873K 0.16% -183.0 -1.9% $93.00 -15.3%
88 NUE NUCOR CORP Basic Materials 5,093.0 $861K 0.16% $169.10 +44.2%
89 HCA HCA HEALTHCARE INC Healthcare 1,777.0 $841K 0.15% $473.24 -20.7%
90 SBUX STARBUCKS CORP Consumer Cyclical 9,295.0 $833K 0.15% -84.0 -0.9% $89.59 +12.3%
91 ITOT ISHARES TR 5,704.0 $812K 0.15% $142.43 +15.0%
92 CRM SALESFORCE INC Technology 4,321.0 $807K 0.15% -6K -56.7% $186.67 -18.7%
93 VEA VANGUARD TAX-MANAGED FDS 12,585.0 $806K 0.15% +318.0 +2.6% $64.08 +12.8%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 15,330.0 $770K 0.14% -470.0 -3.0% $50.20 -9.6%
95 IWM ISHARES TR 3,079.0 $764K 0.14% $248.00 +19.2%
96 CEG CONSTELLATION ENERGY CORP Utilities 2,695.0 $753K 0.14% -83.0 -3.0% $279.25 -1.9%
97 CANADIAN PACIFIC KANSAS CITY 9,500.0 $747K 0.14% -250.0 -2.6% $78.66
98 HAL HALLIBURTON CO Energy 18,600.0 $725K 0.13% $38.99 -10.4%
99 GBCI GLACIER BANCORP INC NEW Financial Services 15,955.0 $713K 0.13% +11K +193.4% $44.67 +8.4%
100 WMT WALMART INC Consumer Defensive 5,719.0 $711K 0.13% -254.0 -4.2% $124.28 -5.7%
Page 5 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%