Veratis Advisors, Inc. reported 49 positions worth $41.56M for the quarter ended Jun 30, 2026. Its largest holding is Lincoln Electric Holdings Inc at 21% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LECO Lincoln Electric Holdings Inc | Industrials | 32.8K | $8.71M | 20.96% | – | – | – | 0.06% |
| 2 | WMT Walmart Inc. | Consumer Staples | 41.0K | $4.87M | 11.72% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 10.1K | $2.94M | 7.06% | – | – | – | 0% |
| 4 | TFC Truist Financial Corp | Financial Services | 52.5K | $2.62M | 6.3% | – | – | – | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,033 | $1.52M | 3.65% | – | – | – | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 4,771 | $1.14M | 2.74% | – | – | – | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 2,435 | $1.02M | 2.46% | – | – | – | 0% |
| 8 | LOW Lowes Companies Inc | Consumer Discretionary | 4,042 | $891.22K | 2.14% | – | – | – | 0% |
| 9 | NVDA Nvidia Corp | Technology | 4,332 | $866.74K | 2.09% | – | – | – | 0% |
| 10 | CSCO Cisco Systems, Inc. | Technology | 7,191 | $844.66K | 2.03% | – | – | – | 0% |
| 11 | MSFT Microsoft Corp | Technology | 2,215 | $826.20K | 1.99% | – | – | – | 0% |
| 12 | V Visa Inc. | Financial Services | 2,510 | $809.51K | 1.95% | – | – | – | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 2,093 | $790.63K | 1.9% | – | – | – | 0% |
| 14 | PSX Phillips 66 | Energy | 4,597 | $777.12K | 1.87% | – | – | – | 0% |
| 15 | ALL Allstate Corp | Financial Services | 3,212 | $764.26K | 1.84% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Veratis Advisors.
As of its Q2 2026 13F filing, Veratis Advisors, Inc.’s five largest positions were Lincoln Electric Holdings Inc (LECO) at 21.0%, Walmart Inc. (WMT) at 11.7%, Apple Inc. (AAPL) at 7.1%, Truist Financial Corp (TFC) at 6.3%, Berkshire Hathaway Inc (BRK-B) at 3.7% of the reported portfolio.
Veratis Advisors, Inc. reported a 13F portfolio worth $41.56M across 49 positions for Q2 2026.
From the Form 13F-HR reports Veratis Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.