Veritas Investment Partners
Latest statistics and disclosures from Veritas Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MMC, MA, UNH, TMO, MSFT, and represent 28.64% of Veritas Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: ISRG (+$5.7M), INTU, ADP, UNH, LH, AMZN, TMO, APH, HAS, GOOGL.
- Reduced shares in these 10 stocks: SNPS (-$37M), ADBE (-$14M), MA (-$9.5M), FI (-$8.4M), ALGN (-$6.2M), MMC (-$5.7M), FNV, TSCO, BRK.B, ACN.
- Sold out of its positions in BTI, ECL, EL, V.
- Veritas Investment Partners was a net seller of stock by $-79M.
- Veritas Investment Partners has $3.7B in assets under management (AUM), dropping by -3.84%.
- 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 ExcelPortfolio Holdings for Veritas Investment Partners
Veritas Investment Partners holds 62 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Marsh & McLennan Companies (MMC) | 6.1 | $229M | -2% | 1.2M | 190.31 |
|
Mastercard Incorporated Cl A (MA) | 5.9 | $219M | -4% | 552k | 396.05 |
|
UnitedHealth (UNH) | 5.6 | $210M | 416k | 504.25 |
|
|
Thermo Fisher Scientific (TMO) | 5.6 | $207M | 410k | 506.36 |
|
|
Microsoft Corporation (MSFT) | 5.5 | $205M | 648k | 315.74 |
|
|
Accenture Plc Ireland SHS Class A (ACN) | 5.4 | $200M | 652k | 307.25 |
|
|
Synopsys (SNPS) | 5.2 | $196M | -15% | 426k | 459.09 |
|
Amphenol Corp Cl A (APH) | 5.0 | $187M | 2.2M | 84.01 |
|
|
Fiserv (FI) | 4.9 | $183M | -4% | 1.6M | 113.00 |
|
Tractor Supply Company (TSCO) | 4.8 | $181M | 892k | 203.08 |
|
|
Intuitive Surgical Com New (ISRG) | 4.7 | $175M | +3% | 597k | 292.34 |
|
Laboratory Corp Amer Hldgs Com New (LH) | 4.6 | $173M | 861k | 201.04 |
|
|
Intuit (INTU) | 4.6 | $172M | 337k | 511.04 |
|
|
Broadridge Financial Solutions (BR) | 4.2 | $156M | 873k | 179.09 |
|
|
Automatic Data Processing (ADP) | 3.4 | $129M | 535k | 240.61 |
|
|
Adobe Systems Incorporated (ADBE) | 3.3 | $123M | -10% | 241k | 509.95 |
|
Amazon (AMZN) | 3.2 | $121M | 953k | 127.12 |
|
|
Avery Dennison Corporation (AVY) | 3.2 | $120M | 659k | 182.70 |
|
|
Align Technology (ALGN) | 2.8 | $103M | -5% | 338k | 305.30 |
|
Alphabet Cap Stk Cl C (GOOG) | 2.4 | $92M | 694k | 131.83 |
|
|
Hasbro (HAS) | 2.4 | $89M | 1.3M | 66.15 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $84M | 644k | 130.82 |
|
|
Nike CL B (NKE) | 2.2 | $82M | 853k | 95.65 |
|
|
Franco-Nevada Corporation (FNV) | 2.0 | $75M | -3% | 558k | 133.50 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $12M | -7% | 35k | 350.28 |
|
Apple (AAPL) | 0.1 | $2.5M | 15k | 171.20 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.1M | -4% | 12k | 86.87 |
|
Costco Wholesale Corporation (COST) | 0.0 | $1.1M | 1.9k | 564.92 |
|
|
McDonald's Corporation (MCD) | 0.0 | $1.0M | 4.0k | 263.41 |
|
|
Xylem (XYL) | 0.0 | $686k | 7.5k | 91.05 |
|
|
American Express Company (AXP) | 0.0 | $418k | -6% | 2.8k | 149.24 |
|
Wec Energy Group (WEC) | 0.0 | $409k | 5.1k | 80.55 |
|
|
Johnson & Johnson (JNJ) | 0.0 | $390k | 2.5k | 155.80 |
|
|
Dollar General (DG) | 0.0 | $355k | 3.4k | 105.82 |
|
|
Deere & Company (DE) | 0.0 | $312k | 825.00 | 377.55 |
|
|
Exxon Mobil Corporation (XOM) | 0.0 | $311k | 2.6k | 117.62 |
|
|
Northern Trust Corporation (NTRS) | 0.0 | $236k | 3.4k | 69.48 |
|
|
Meta Platforms Cl A (META) | 0.0 | $231k | 770.00 | 300.18 |
|
|
Bank of New York Mellon Corporation (BK) | 0.0 | $230k | 5.4k | 42.67 |
|
|
Paypal Holdings (PYPL) | 0.0 | $192k | 3.3k | 58.47 |
|
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $188k | 6.0k | 31.27 |
|
|
S&p Global (SPGI) | 0.0 | $183k | 500.00 | 365.54 |
|
|
Abbvie (ABBV) | 0.0 | $177k | 1.2k | 149.10 |
|
|
Wheaton Precious Metals Corp (WPM) | 0.0 | $162k | 4.0k | 40.55 |
|
|
Abbott Laboratories (ABT) | 0.0 | $152k | 1.6k | 96.82 |
|
|
Philip Morris International (PM) | 0.0 | $148k | 1.6k | 92.60 |
|
|
eBay (EBAY) | 0.0 | $144k | 3.3k | 44.09 |
|
|
Raytheon Technologies Corp (RTX) | 0.0 | $142k | 2.0k | 71.99 |
|
|
Altria (MO) | 0.0 | $130k | -24% | 3.1k | 42.05 |
|
Msci (MSCI) | 0.0 | $126k | 245.00 | 513.28 |
|
|
CVS Caremark Corporation (CVS) | 0.0 | $120k | 1.7k | 69.83 |
|
|
Carrier Global Corporation (CARR) | 0.0 | $109k | 2.0k | 55.22 |
|
|
Moody's Corporation (MCO) | 0.0 | $79k | -54% | 250.00 | 316.40 |
|
Sap Se Spon Adr (SAP) | 0.0 | $71k | 550.00 | 129.33 |
|
|
Otis Worldwide Corp (OTIS) | 0.0 | $64k | 800.00 | 80.33 |
|
|
JPMorgan Chase & Co. (JPM) | 0.0 | $55k | 380.00 | 145.02 |
|
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $50k | 1.5k | 33.35 |
|
|
Immunocore Hldgs Ads (IMCR) | 0.0 | $30k | 575.00 | 51.89 |
|
|
Chubb (CB) | 0.0 | $23k | 108.00 | 208.18 |
|
|
Verizon Communications (VZ) | 0.0 | $22k | 690.00 | 32.41 |
|
|
Tesla Motors (TSLA) | 0.0 | $15k | 60.00 | 250.27 |
|
|
Wells Fargo & Company (WFC) | 0.0 | $14k | 350.00 | 40.86 |
|
Past Filings by Veritas Investment Partners
SEC 13F filings are viewable for Veritas Investment Partners going back to 2020
- 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
- Veritas Investment Partners 2022 Q2 filed Aug. 10, 2022
- Veritas Investment Partners 2022 Q1 filed May 16, 2022
- Veritas Investment Partners 2021 Q4 filed Feb. 11, 2022
- Veritas Investment Partners 2021 Q3 filed Nov. 12, 2021
- Veritas Investment Partners 2021 Q2 filed Aug. 5, 2021
- Veritas Investment Partners 2021 Q1 filed May 14, 2021
- Veritas Investment Partners 2020 Q4 filed Feb. 11, 2021