Veritas Investment Partners
Latest statistics and disclosures from Navera Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MA, INTU, MSFT, AMZN, Marsh & McLennan Companies, and represent 35.96% of Navera Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$84M), Marsh & McLennan Companies (+$24M), MA (+$24M), INTU (+$23M), COST, HON, VRSK, EW, PWR, WSO.
- Started 8 new stock positions in ECL, HON, EW, MTD, PWR, ADSK, IDXX, WSO.
- Reduced shares in these 10 stocks: SNPS (-$236M), FI (-$100M), ISRG (-$55M), GOOGL (-$48M), MSFT (-$48M), GOOG (-$32M), TMO (-$13M), APH (-$12M), AMZN (-$10M), ACN (-$9.8M).
- Navera Investment Management was a net seller of stock by $-451M.
- Navera Investment Management has $4.7B in assets under management (AUM), dropping by -9.31%.
- Central Index Key (CIK): 0001842702
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Portfolio Holdings for Navera Investment Management
Navera Investment Management holds 60 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 8.1 | $385M | +6% | 675k | 570.89 |
|
| Intuit (INTU) | 7.1 | $338M | +7% | 510k | 662.51 |
|
| Microsoft Corporation (MSFT) | 6.9 | $328M | -12% | 678k | 483.63 |
|
| Amazon (AMZN) | 6.9 | $327M | -2% | 1.4M | 230.83 |
|
| Marsh & McLennan Companies | 6.9 | $326M | +8% | 1.8M | 185.58 |
|
| Intuitive Surgical Com New (ISRG) | 6.1 | $291M | -15% | 514k | 566.46 |
|
| Thermo Fisher Scientific (TMO) | 5.5 | $263M | -4% | 453k | 579.48 |
|
| Labcorp Holdings Com Shs (LH) | 5.4 | $258M | -2% | 1.0M | 250.94 |
|
| Tractor Supply Company (TSCO) | 5.4 | $256M | -2% | 5.1M | 50.01 |
|
| Cadence Design Systems (CDNS) | 5.2 | $245M | -3% | 785k | 312.61 |
|
| Broadridge Financial Solutions (BR) | 5.1 | $242M | -2% | 1.1M | 223.18 |
|
| Accenture Plc Ireland SHS Class A (ACN) | 5.1 | $241M | -3% | 898k | 268.36 |
|
| Amphenol Corp Cl A (APH) | 4.8 | $225M | -5% | 1.7M | 135.15 |
|
| Automatic Data Processing (ADP) | 3.9 | $183M | 712k | 257.25 |
|
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| Ametek (AME) | 3.8 | $182M | -3% | 887k | 205.35 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $179M | -21% | 572k | 312.98 |
|
| Avery Dennison Corporation (AVY) | 3.0 | $143M | -4% | 787k | 181.93 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $115M | -21% | 367k | 313.81 |
|
| Verisk Analytics (VRSK) | 2.1 | $99M | 441k | 223.73 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $86M | +3827% | 283k | 303.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $8.6M | -7% | 17k | 502.78 |
|
| Apple (AAPL) | 0.1 | $2.6M | 9.5k | 271.88 |
|
|
| UnitedHealth (UNH) | 0.0 | $2.0M | -34% | 6.1k | 330.24 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.8M | +95% | 2.0k | 862.23 |
|
| Synopsys (SNPS) | 0.0 | $1.6M | -99% | 3.3k | 469.76 |
|
| Xylem (XYL) | 0.0 | $821k | 6.0k | 136.14 |
|
|
| Honeywell International (HON) | 0.0 | $761k | NEW | 3.9k | 195.11 |
|
| Johnson & Johnson (JNJ) | 0.0 | $517k | 2.5k | 206.96 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $470k | 4.0k | 117.48 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $443k | 1.5k | 305.66 |
|
|
| American Express Company (AXP) | 0.0 | $370k | 1.0k | 370.10 |
|
|
| Align Technology (ALGN) | 0.0 | $319k | -13% | 2.0k | 156.21 |
|
| Edwards Lifesciences (EW) | 0.0 | $287k | NEW | 3.4k | 85.25 |
|
| Quanta Services (PWR) | 0.0 | $285k | NEW | 675.00 | 421.96 |
|
| S&p Global (SPGI) | 0.0 | $282k | 540.00 | 522.68 |
|
|
| Abbvie (ABBV) | 0.0 | $273k | +139% | 1.2k | 228.50 |
|
| Meta Platforms Cl A (META) | 0.0 | $256k | 388.00 | 659.96 |
|
|
| Wec Energy Group (WEC) | 0.0 | $251k | 2.4k | 105.45 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $229k | 1.9k | 120.33 |
|
|
| Dollar General (DG) | 0.0 | $206k | 1.6k | 132.75 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $177k | 960.00 | 184.21 |
|
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| Watsco, Incorporated (WSO) | 0.0 | $159k | NEW | 472.00 | 337.28 |
|
| Deere & Company (DE) | 0.0 | $151k | 325.00 | 465.78 |
|
|
| Coca-Cola Company (KO) | 0.0 | $151k | 2.2k | 69.93 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $148k | NEW | 106.00 | 1394.19 |
|
| Ecolab (ECL) | 0.0 | $146k | NEW | 554.00 | 262.68 |
|
| Msci (MSCI) | 0.0 | $141k | 245.00 | 573.95 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $139k | NEW | 206.00 | 676.63 |
|
| Advanced Micro Devices (AMD) | 0.0 | $139k | 650.00 | 214.16 |
|
|
| Stryker Corporation (SYK) | 0.0 | $123k | 350.00 | 351.43 |
|
|
| Fiserv (FI) | 0.0 | $114k | -99% | 1.7k | 67.18 |
|
| Autodesk (ADSK) | 0.0 | $108k | NEW | 364.00 | 296.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $100k | 286.00 | 349.86 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $90k | 280.00 | 322.22 |
|
|
| Visa Com Cl A (V) | 0.0 | $88k | 250.00 | 350.88 |
|
|
| Linde SHS (LIN) | 0.0 | $84k | 197.00 | 426.42 |
|
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| Abbott Laboratories (ABT) | 0.0 | $82k | 655.00 | 125.29 |
|
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| Chubb (CB) | 0.0 | $34k | 108.00 | 312.12 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $33k | 350.00 | 93.20 |
|
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| Verizon Communications (VZ) | 0.0 | $28k | 690.00 | 40.76 |
|
Past Filings by Navera Investment Management
SEC 13F filings are viewable for Navera Investment Management going back to 2020
- Navera Investment Management 2025 Q4 filed Feb. 12, 2026
- 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