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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COP CONOCOPHILLIPS Energy 3,035.0 $316K 0.05% -421.0 -12.2% $103.96 +29.7%
142 TXN TEXAS INSTRS INC Technology 937.0 $279K 0.05% NEW $298.07 -11.3%
143 TJX TJX COS INC NEW Consumer Cyclical 1,833.0 $278K 0.05% $151.50 -7.3%
144 CVS CVS HEALTH CORP Healthcare 2,674.0 $277K 0.05% -258.0 -8.8% $103.45 -10.1%
145 SYY SYSCO CORP Consumer Defensive 3,279.0 $274K 0.04% -327.0 -9.1% $83.58 +0.6%
146 CME CME GROUP INC Financial Services 1,239.0 $274K 0.04% $220.83 +24.5%
147 ADI ANALOG DEVICES INC Technology 680.0 $270K 0.04% -50.0 -6.8% $397.17 -6.1%
148 FLEX FLEX LTD Technology 1,645.0 $267K 0.04% NEW $162.07 -31.9%
149 SNA SNAP ON INC Industrials 652.0 $262K 0.04% $402.40 -2.2%
150 CMS CMS ENERGY CORP Utilities 3,400.0 $260K 0.04% $76.50 -10.8%
151 MDLZ MONDELEZ INTL INC Consumer Defensive 4,418.0 $256K 0.04% -613.0 -12.2% $57.84 +11.4%
152 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,429.0 $255K 0.04% -265.0 -5.7% $57.62 +16.3%
153 MGV VANGUARD WORLD FD 1,521.0 $249K 0.04% -248.0 -14.0% $163.45 +2.9%
154 SLB SLB LIMITED Energy 5,325.0 $248K 0.04% -2K -22.1% $46.49 +15.9%
155 SPGI S&P GLOBAL INC Financial Services 597.0 $243K 0.04% $407.26 +5.9%
156 OKE ONEOK INC NEW Energy 2,702.0 $235K 0.04% -101.0 -3.6% $86.94 +7.3%
157 KR KROGER CO Consumer Defensive 4,161.0 $231K 0.04% $55.53 +4.3%
158 TMO THERMO FISHER SCIENTIFIC INC Healthcare 453.0 $227K 0.04% -420.0 -48.1% $501.36 +25.5%
159 MGMT UNIFIED SER TR 4,238.0 $216K 0.04% -3K -44.0% $50.96 +1.4%
160 MUB ISHARES TR 2,000.0 $215K 0.04% $107.62 -2.1%
Page 8 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%