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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 9  ·  167 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 $1.0M 0.17% $71.95 -8.1%
82 SBUX STARBUCKS CORP Consumer Cyclical 9,038.0 $924K 0.15% -257.0 -2.8% $102.19 +4.8%
83 GD GENERAL DYNAMICS CORP Industrials 2,544.0 $901K 0.15% -340.0 -11.8% $354.24 +8.5%
84 VIG VANGUARD SPECIALIZED FUNDS 3,790.0 $897K 0.15% -1K -23.4% $236.62 +3.1%
85 IWM ISHARES TR 2,981.0 $896K 0.15% -98.0 -3.2% $300.45 -0.2%
86 MU MICRON TECHNOLOGY INC Technology 763.0 $881K 0.15% $1154.29 -16.2%
87 ITOT ISHARES TR 5,094.0 $837K 0.14% -610.0 -10.7% $164.27 +2.3%
88 VEA VANGUARD TAX-MANAGED FDS 11,658.0 $831K 0.14% -927.0 -7.4% $71.25 +3.0%
89 CANADIAN PACIFIC KANSAS CITY 9,500.0 $823K 0.14% $86.65
90 DUK DUKE ENERGY CORP NEW Utilities 5,738.0 $726K 0.12% -1K -16.9% $126.58 -5.3%
91 GBCI GLACIER BANCORP INC NEW Financial Services 13,526.0 $698K 0.12% -2K -15.2% $51.58 -8.4%
92 HCA HCA HEALTHCARE INC Healthcare 1,777.0 $693K 0.12% $389.89 +10.1%
93 PFE PFIZER INC Healthcare 28,634.0 $690K 0.11% -4K -12.0% $24.08 +16.6%
94 KEMX KRANESHARES TRUST 12,817.0 $672K 0.11% -4K -24.3% $52.47 -4.0%
95 CEG CONSTELLATION ENERGY CORP Utilities 2,695.0 $669K 0.11% $248.37 +9.9%
96 UNP UNION PAC CORP Industrials 2,447.0 $666K 0.11% -69.0 -2.7% $272.00 +13.3%
97 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 5,303.0 $653K 0.11% -392.0 -6.9% $123.11 +31.0%
98 BAC BANK OF AMER CORP Financial Services 11,309.0 $644K 0.11% -160.0 -1.4% $56.98 +8.3%
99 HD HOME DEPOT INC Consumer Cyclical 1,767.0 $623K 0.10% $352.68 -4.8%
100 LIN LINDE PLC Basic Materials 1,175.0 $610K 0.10% $518.94 -6.0%
Page 5 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%