Veritas Investment Partners
Latest statistics and disclosures from Navera Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, TSM, MA, MRSH, AMZN, and represent 37.61% of Navera Investment Management's stock portfolio.
- Added to shares of these 6 stocks: XYL (+$137M), HUBB (+$76M), HEI.A (+$66M), FN (+$47M), FNV (+$41M), APH (+$37M).
- Started 4 new stock positions in FN, HUBB, FNV, HEI.A.
- Reduced shares in these 10 stocks: BR (-$143M), ISRG (-$92M), CDNS (-$82M), INTU (-$73M), MSFT (-$63M), LH (-$55M), MA (-$30M), TSM (-$29M), MRSH (-$27M), AMZN (-$23M).
- Sold out of its positions in EW, Honeywell International, MTD, WSO.
- Navera Investment Management was a net seller of stock by $-336M.
- Navera Investment Management has $3.7B in assets under management (AUM), dropping by -4.83%.
- Central Index Key (CIK): 0001842702
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Portfolio Holdings for Navera Investment Management
Navera Investment Management holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amphenol Corp Cl A (APH) | 8.5 | $318M | +13% | 1.8M | 176.34 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.5 | $316M | -8% | 663k | 476.94 |
|
| Mastercard Incorporated Cl A (MA) | 7.1 | $265M | -10% | 517k | 513.49 |
|
| Marsh & McLennan Companies (MRSH) | 6.8 | $253M | -9% | 1.5M | 166.60 |
|
| Amazon (AMZN) | 6.7 | $250M | -8% | 1.0M | 238.26 |
|
| Labcorp Holdings Com Shs (LH) | 5.9 | $219M | -20% | 782k | 280.05 |
|
| Cadence Design Systems (CDNS) | 5.4 | $200M | -29% | 534k | 375.26 |
|
| Thermo Fisher Scientific (TMO) | 5.3 | $199M | -9% | 397k | 500.93 |
|
| Ametek (AME) | 5.1 | $189M | -8% | 781k | 241.87 |
|
| Xylem (XYL) | 5.0 | $188M | +269% | 1.6M | 118.25 |
|
| Microsoft Corporation (MSFT) | 4.8 | $178M | -26% | 477k | 372.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $144M | -8% | 402k | 357.22 |
|
| Automatic Data Processing (ADP) | 3.6 | $135M | -10% | 604k | 223.92 |
|
| Intuitive Surgical Com New (ISRG) | 3.3 | $125M | -42% | 314k | 397.62 |
|
| Tractor Supply Company (TSCO) | 3.3 | $121M | -9% | 3.8M | 31.61 |
|
| Avery Dennison Corporation (AVY) | 2.9 | $109M | -10% | 672k | 162.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $87M | -10% | 247k | 353.34 |
|
| Hubbell (HUBB) | 2.0 | $76M | NEW | 145k | 523.21 |
|
| Verisk Analytics (VRSK) | 1.9 | $69M | -8% | 385k | 179.46 |
|
| Heico Corp Cl A (HEI.A) | 1.8 | $66M | NEW | 258k | 257.84 |
|
| Boston Scientific Corporation (BSX) | 1.6 | $61M | -8% | 1.4M | 42.68 |
|
| Accenture Plc Ireland SHS Class A (ACN) | 1.4 | $51M | -9% | 413k | 124.42 |
|
| Fabrinet SHS (FN) | 1.3 | $47M | NEW | 84k | 562.50 |
|
| Franco-Nevada Corporation (FNV) | 1.1 | $41M | NEW | 195k | 208.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $7.7M | 16k | 500.28 |
|
|
| Apple (AAPL) | 0.1 | $2.1M | -10% | 7.1k | 289.23 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.8M | 2.0k | 935.35 |
|
|
| UnitedHealth (UNH) | 0.0 | $1.8M | -9% | 4.2k | 415.36 |
|
| Synopsys (SNPS) | 0.0 | $807k | -36% | 1.8k | 445.86 |
|
| Johnson & Johnson (JNJ) | 0.0 | $635k | 2.5k | 254.01 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $436k | -99% | 3.2k | 136.88 |
|
| American Express Company (AXP) | 0.0 | $338k | 1.0k | 338.25 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $337k | 3.0k | 112.33 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $327k | 960.00 | 340.67 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $283k | -21% | 1.0k | 270.19 |
|
| Wec Energy Group (WEC) | 0.0 | $278k | 2.4k | 116.75 |
|
|
| Abbvie (ABBV) | 0.0 | $276k | 1.1k | 251.21 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $261k | 450.00 | 580.91 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $259k | 1.9k | 136.46 |
|
|
| Quanta Services (PWR) | 0.0 | $228k | -23% | 317.00 | 719.78 |
|
| Meta Platforms Cl A (META) | 0.0 | $218k | 388.00 | 562.99 |
|
|
| Deere & Company (DE) | 0.0 | $206k | 325.00 | 633.90 |
|
|
| Dollar General (DG) | 0.0 | $179k | 1.6k | 115.17 |
|
|
| Coca-Cola Company (KO) | 0.0 | $176k | 2.2k | 81.23 |
|
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| Align Technology (ALGN) | 0.0 | $143k | 850.00 | 168.70 |
|
|
| Msci (MSCI) | 0.0 | $137k | 245.00 | 560.13 |
|
|
| Stryker Corporation (SYK) | 0.0 | $110k | 350.00 | 314.93 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $108k | 206.00 | 526.31 |
|
|
| Linde SHS (LIN) | 0.0 | $102k | 197.00 | 518.87 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $92k | 280.00 | 327.33 |
|
|
| Visa Com Cl A (V) | 0.0 | $86k | 250.00 | 342.58 |
|
|
| Intuit (INTU) | 0.0 | $54k | -99% | 206.00 | 260.95 |
|
| Abbott Laboratories (ABT) | 0.0 | $42k | 465.00 | 90.68 |
|
|
| Chubb (CB) | 0.0 | $37k | 108.00 | 340.74 |
|
|
| Verizon Communications (VZ) | 0.0 | $29k | 690.00 | 42.31 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $29k | 350.00 | 82.64 |
|
Past Filings by Navera Investment Management
SEC 13F filings are viewable for Navera Investment Management going back to 2020
- Navera Investment Management 2026 Q2 filed Aug. 11, 2026
- Navera Investment Management 2026 Q1 filed May 12, 2026
- 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