Veritas Investment Partners
Latest statistics and disclosures from Navera Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, MA, MMC, INTU, AMZN, and represent 33.20% of Navera Investment Management's stock portfolio.
- Added to shares of these 6 stocks: VRSK (+$110M), AMZN (+$86M), INTU (+$37M), ISRG (+$35M), MMC (+$21M), AME (+$21M).
- Started 1 new stock position in VRSK.
- Reduced shares in these 10 stocks: UNH (-$219M), ALGN (-$98M), TMO (-$92M), APH (-$46M), FI (-$42M), SNPS (-$41M), TSCO, MA, LH, CDNS.
- Navera Investment Management was a net seller of stock by $-260M.
- Navera Investment Management has $5.2B in assets under management (AUM), dropping by -5.07%.
- Central Index Key (CIK): 0001842702
Tip: Access up to 7 years of quarterly data
Positions held by Veritas Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Navera Investment Management
Navera Investment Management holds 52 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.7 | $402M | 776k | 517.95 |
|
|
| Mastercard Incorporated Cl A (MA) | 6.9 | $360M | 633k | 568.68 |
|
|
| Marsh & McLennan Companies (MMC) | 6.3 | $327M | +6% | 1.6M | 201.55 |
|
| Intuit (INTU) | 6.2 | $324M | +12% | 475k | 682.80 |
|
| Amazon (AMZN) | 6.1 | $321M | +36% | 1.5M | 219.55 |
|
| Labcorp Holdings Com Shs (LH) | 5.8 | $304M | 1.1M | 287.13 |
|
|
| Tractor Supply Company (TSCO) | 5.8 | $301M | 5.3M | 56.85 |
|
|
| Cadence Design Systems (CDNS) | 5.5 | $286M | 813k | 351.30 |
|
|
| Intuitive Surgical Com New (ISRG) | 5.2 | $273M | +14% | 610k | 447.21 |
|
| Broadridge Financial Solutions (BR) | 5.1 | $264M | 1.1M | 238.08 |
|
|
| Synopsys (SNPS) | 4.8 | $249M | -14% | 505k | 493.63 |
|
| Thermo Fisher Scientific (TMO) | 4.4 | $231M | -28% | 476k | 484.76 |
|
| Accenture Plc Ireland SHS Class A (ACN) | 4.4 | $230M | 934k | 246.66 |
|
|
| Amphenol Corp Cl A (APH) | 4.2 | $217M | -17% | 1.8M | 123.75 |
|
| Automatic Data Processing (ADP) | 4.1 | $212M | 724k | 293.45 |
|
|
| Fiserv (FI) | 3.7 | $193M | -17% | 1.5M | 128.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $176M | 725k | 243.08 |
|
|
| Ametek (AME) | 3.3 | $173M | +13% | 919k | 187.95 |
|
| Avery Dennison Corporation (AVY) | 2.6 | $133M | 822k | 162.16 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $114M | -2% | 467k | 243.53 |
|
| Verisk Analytics (VRSK) | 2.1 | $110M | NEW | 438k | 251.46 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $9.3M | 19k | 502.64 |
|
|
| UnitedHealth (UNH) | 0.1 | $3.2M | -98% | 9.3k | 345.27 |
|
| Apple (AAPL) | 0.0 | $2.4M | -6% | 9.4k | 254.57 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.0M | -3% | 7.2k | 279.23 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $971k | 1.0k | 925.57 |
|
|
| Xylem (XYL) | 0.0 | $890k | 6.0k | 147.56 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $464k | 2.5k | 185.40 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $447k | 4.0k | 111.86 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $441k | -2% | 1.5k | 303.96 |
|
| American Express Company (AXP) | 0.0 | $332k | 1.0k | 332.19 |
|
|
| Align Technology (ALGN) | 0.0 | $296k | -99% | 2.4k | 125.19 |
|
| Meta Platforms Cl A (META) | 0.0 | $285k | 388.00 | 734.27 |
|
|
| Wec Energy Group (WEC) | 0.0 | $273k | 2.4k | 114.58 |
|
|
| S&p Global (SPGI) | 0.0 | $263k | 540.00 | 486.49 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $214k | 1.9k | 112.74 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $195k | 960.00 | 203.59 |
|
|
| Dollar General (DG) | 0.0 | $160k | 1.6k | 103.29 |
|
|
| Deere & Company (DE) | 0.0 | $149k | 325.00 | 457.05 |
|
|
| Coca-Cola Company (KO) | 0.0 | $143k | 2.2k | 66.33 |
|
|
| Msci (MSCI) | 0.0 | $139k | 245.00 | 567.58 |
|
|
| Stryker Corporation (SYK) | 0.0 | $129k | 350.00 | 369.65 |
|
|
| Abbvie (ABBV) | 0.0 | $116k | 500.00 | 231.50 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $105k | 650.00 | 161.79 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $101k | -67% | 286.00 | 352.65 |
|
| Linde SHS (LIN) | 0.0 | $94k | 197.00 | 474.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $88k | 280.00 | 315.43 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $88k | 655.00 | 133.97 |
|
|
| Visa Com Cl A (V) | 0.0 | $85k | 250.00 | 341.10 |
|
|
| Chubb (CB) | 0.0 | $31k | 108.00 | 282.25 |
|
|
| Verizon Communications (VZ) | 0.0 | $30k | 690.00 | 43.93 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $29k | 350.00 | 83.82 |
|
Past Filings by Navera Investment Management
SEC 13F filings are viewable for Navera Investment Management going back to 2020
- Navera Investment Management 2025 Q3 filed Oct. 29, 2025
- Navera Investment Management 2025 Q2 filed July 23, 2025
- Meridiem Investment Management 2025 Q1 filed May 12, 2025
- Meridiem Investment Management 2024 Q4 filed Jan. 31, 2025
- Meridiem Investment Management 2024 Q3 filed Oct. 18, 2024
- Meridiem Investment Management 2024 Q2 filed Aug. 14, 2024
- Meridiem Investment Management 2024 Q1 filed May 10, 2024
- Veritas Investment Partners 2023 Q3 filed Nov. 9, 2023
- Veritas Investment Partners 2023 Q2 filed Aug. 9, 2023
- Veritas Investment Partners 2023 Q1 filed April 27, 2023
- Veritas Investment Partners 2022 Q4 filed Feb. 13, 2023
- Veritas Investment Partners 2022 Q3 filed Nov. 14, 2022
- Veritas Investment Partners 2021 Q1 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q2 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q3 amended filed Aug. 10, 2022
- Veritas Investment Partners 2021 Q4 amended filed Aug. 10, 2022