VeraBank, N.A.
SEC Form 13F institutional filer · CIK 0001767297
13F-HR · 123 reported holdings · 2026-03-31
Reported long-US-equity value
$0.23B
Top-10 concentration
51.4%
VeraBank, N.A. — $229M AUM allocation strategy
VeraBank, N.A. files SEC Form 13F and reports $229M of long US equity value across 123 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.6%, followed by Communication Services 7.1% and Financials 6.2%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
VeraBank, N.A. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$229M
total across 123 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +1.38K sh · −$780K+$CVX +1.23K sh · +$1.45M+$SO +400 sh · +$83.4K
Biggest trims (shares)
−$PFE −7.4K sh · −$80.8K−$CRM −5.66K sh · −$1.84M−$NI −3.38K sh · −$75.1K
Exited to nil (held last quarter, gone now)
$SHW ($259K last qtr)$GIS ($257K last qtr)$FISV ($221K last qtr)$VTWO ($220K last qtr)$TDY ($219K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.7%—
- Interactive Media & Services7.1%—
- Integrated Oil & Gas6.2%—
- Systems Software5.9%—
- Diversified Banks2.8%—
- Pharmaceuticals2.7%—
- Broadline Retail2.7%—
- Multi-Sector Holdings2.4%—
- Other holdings62.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 69.3K | $17.6M | -2.07K | 7.7% |
| $MSFT | Microsoft Corporation | 36.4K | $13.5M | +363 | 5.9% |
| $GOOGL | Alphabet Inc | 37.3K | $10.7M | -514 | 4.7% |
| $XOM | ExxonMobil Holdings Corporation | 55.1K | $9.35M | -1.1K | 4.1% |
| $JPM | JP Morgan Chase & Co | 22.2K | $6.53M | -1.13K | 2.9% |
| $AMZN | Amazon.com Inc | 29.5K | $6.14M | -200 | 2.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 11.6K | $5.58M | +58 | 2.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 19K | $5.48M | -409 | 2.4% |
| $CVX | Chevron Corporation | 23.2K | $4.8M | +1.23K | 2.1% |
…and 114 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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