Veritas Investment Partners
Latest statistics and disclosures from Navera Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MRSH, MA, LH, ISRG, TSM, and represent 34.09% of Navera Investment Management's stock portfolio.
- Added to shares of these 4 stocks: TSM (+$149M), BSX (+$98M), XYL (+$51M), ISRG (+$14M).
- Started 1 new stock position in BSX.
- Reduced shares in these 10 stocks: INTU (-$99M), ACN (-$88M), AMZN (-$57M), MA (-$50M), TSCO (-$41M), GOOGL (-$38M), GOOG (-$26M), MRSH (-$13M), LH (-$13M), MSFT (-$12M).
- Sold out of its positions in ADBE, ADSK, ECL, FISV, SPGI.
- Navera Investment Management was a net seller of stock by $-184M.
- Navera Investment Management has $3.9B in assets under management (AUM), dropping by -17.31%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Marsh & McLennan Companies (MRSH) | 7.4 | $292M | -4% | 1.7M | 173.43 |
|
| Mastercard Incorporated Cl A (MA) | 7.3 | $287M | -14% | 574k | 499.75 |
|
| Labcorp Holdings Com Shs (LH) | 6.7 | $261M | -4% | 979k | 266.83 |
|
| Intuitive Surgical Com New (ISRG) | 6.4 | $251M | +5% | 544k | 461.14 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.2 | $245M | +155% | 723k | 338.05 |
|
| Microsoft Corporation (MSFT) | 6.1 | $239M | -4% | 647k | 370.15 |
|
| Amazon (AMZN) | 6.1 | $239M | -19% | 1.1M | 208.27 |
|
| Thermo Fisher Scientific (TMO) | 5.5 | $216M | -3% | 438k | 491.82 |
|
| Cadence Design Systems (CDNS) | 5.3 | $209M | -4% | 752k | 277.80 |
|
| Amphenol Corp Cl A (APH) | 5.1 | $202M | -4% | 1.6M | 126.35 |
|
| Tractor Supply Company (TSCO) | 4.9 | $191M | -17% | 4.2M | 45.30 |
|
| Ametek (AME) | 4.7 | $183M | -3% | 855k | 214.29 |
|
| Broadridge Financial Solutions (BR) | 4.3 | $170M | -3% | 1.0M | 162.45 |
|
| Automatic Data Processing (ADP) | 3.5 | $138M | -4% | 677k | 203.18 |
|
| Avery Dennison Corporation (AVY) | 3.3 | $129M | -4% | 749k | 172.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $126M | -23% | 440k | 287.56 |
|
| Intuit (INTU) | 3.1 | $122M | -44% | 281k | 432.35 |
|
| Boston Scientific Corporation (BSX) | 2.5 | $98M | NEW | 1.6M | 62.74 |
|
| Accenture Plc Ireland SHS Class A (ACN) | 2.3 | $90M | -49% | 454k | 198.16 |
|
| Verisk Analytics (VRSK) | 2.1 | $80M | -3% | 423k | 189.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $80M | -24% | 277k | 286.78 |
|
| Xylem (XYL) | 1.3 | $51M | +7026% | 430k | 119.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $7.4M | -9% | 16k | 479.28 |
|
| Apple (AAPL) | 0.1 | $2.0M | -16% | 7.9k | 253.75 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.9M | -4% | 2.0k | 996.34 |
|
| UnitedHealth (UNH) | 0.0 | $1.3M | -23% | 4.7k | 270.50 |
|
| Synopsys (SNPS) | 0.0 | $1.1M | -13% | 2.9k | 396.38 |
|
| Johnson & Johnson (JNJ) | 0.0 | $611k | 2.5k | 244.41 |
|
|
| Honeywell International (HON) | 0.0 | $499k | -43% | 2.2k | 225.97 |
|
| McDonald's Corporation (MCD) | 0.0 | $413k | -8% | 1.3k | 310.84 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $393k | -25% | 3.0k | 131.13 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $322k | 1.9k | 169.64 |
|
|
| American Express Company (AXP) | 0.0 | $303k | 1.0k | 302.60 |
|
|
| Wec Energy Group (WEC) | 0.0 | $276k | 2.4k | 115.75 |
|
|
| Abbvie (ABBV) | 0.0 | $239k | -7% | 1.1k | 217.44 |
|
| Quanta Services (PWR) | 0.0 | $229k | -38% | 417.00 | 549.20 |
|
| Meta Platforms Cl A (META) | 0.0 | $222k | 388.00 | 572.05 |
|
|
| Dollar General (DG) | 0.0 | $184k | 1.6k | 118.71 |
|
|
| Deere & Company (DE) | 0.0 | $183k | 325.00 | 563.33 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $174k | -35% | 2.2k | 80.10 |
|
| Coca-Cola Company (KO) | 0.0 | $165k | 2.2k | 76.08 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $154k | 960.00 | 160.32 |
|
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| Align Technology (ALGN) | 0.0 | $146k | -58% | 850.00 | 171.50 |
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| Watsco, Incorporated (WSO) | 0.0 | $138k | -19% | 379.00 | 363.50 |
|
| Mettler-Toledo International (MTD) | 0.0 | $134k | 106.00 | 1262.05 |
|
|
| Msci (MSCI) | 0.0 | $132k | 245.00 | 539.26 |
|
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| IDEXX Laboratories (IDXX) | 0.0 | $116k | 206.00 | 561.79 |
|
|
| Stryker Corporation (SYK) | 0.0 | $115k | 350.00 | 328.53 |
|
|
| Linde SHS (LIN) | 0.0 | $98k | 197.00 | 495.64 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $92k | -30% | 450.00 | 203.43 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $82k | 280.00 | 294.16 |
|
|
| Visa Com Cl A (V) | 0.0 | $76k | 250.00 | 302.14 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $48k | -29% | 465.00 | 102.57 |
|
| Chubb (CB) | 0.0 | $35k | 108.00 | 325.93 |
|
|
| Verizon Communications (VZ) | 0.0 | $35k | 690.00 | 50.19 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $28k | 350.00 | 79.61 |
|
Past Filings by Navera Investment Management
SEC 13F filings are viewable for Navera Investment Management going back to 2020
- 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
- Veritas Investment Partners 2021 Q2 amended filed Aug. 10, 2022