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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DGRW WISDOMTREE TR 5,489.0 $482K 0.09% -198.0 -3.5% $87.84 +8.9%
122 MRSH MARSH & MCLENNAN COS INC Financial Services 2,741.0 $475K 0.09% -1K -28.1% $173.45 -6.4%
123 XLE SELECT SECTOR SPDR TR 7,760.0 $475K 0.09% -150.0 -1.9% $61.26 -12.6%
124 WEC WEC ENERGY GROUP INC Utilities 3,966.0 $459K 0.08% -2K -28.6% $115.77 -1.7%
125 COP CONOCOPHILLIPS Energy 3,456.0 $456K 0.08% -25.0 -0.7% $132.00 -17.3%
126 TMO THERMO FISHER SCIENTIFIC INC Healthcare 873.0 $429K 0.08% -653.0 -42.8% $491.53 -6.4%
127 ADP AUTOMATIC DATA PROCESSING INC Industrials 2,110.0 $429K 0.08% -1K -36.2% $203.18 +6.1%
128 J P MORGAN EXCHANGE TRADED FD 8,453.0 $428K 0.08% -3K -23.0% $50.61
129 TDTF FLEXSHARES TR 16,917.0 $408K 0.07% $24.11 -1.8%
130 MPC MARATHON PETE CORP Energy 1,648.0 $402K 0.07% $244.18 -0.7%
131 VWO VANGUARD INTL EQUITY INDEX FDS 7,430.0 $402K 0.07% $54.05 +13.4%
132 PSX PHILLIPS 66 Energy 2,191.0 $399K 0.07% $182.18 -8.3%
133 UPS UNITED PARCEL SVCS INC Industrials 4,044.0 $398K 0.07% $98.38 +9.7%
134 CME CME GROUP INC Financial Services 1,239.0 $366K 0.07% $295.35 -16.5%
135 COF CAPITAL ONE FINL CORP Financial Services 2,001.0 $365K 0.07% -62.0 -3.0% $182.43 +9.5%
136 IVE ISHARES TR 1,709.0 $361K 0.07% -250.0 -12.8% $211.15 +7.7%
137 UNH UNITEDHEALTH GROUP INC Healthcare 1,320.0 $357K 0.07% -222.0 -14.4% $270.59 +49.7%
138 SLB SLB LIMITED Energy 6,834.0 $351K 0.06% $51.39 -7.3%
139 C CITIGROUP INC Financial Services 3,020.0 $342K 0.06% $113.41 +28.7%
140 ADSK AUTODESK INC Technology 1,430.0 $342K 0.06% -543.0 -27.5% $239.40 -19.9%
Page 7 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%