Veritas Asset Management as of Sept. 30, 2013
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 23 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.5 | $613M | 18M | 33.28 | |
| Lockheed Martin Corporation (LMT) | 12.8 | $540M | 4.2M | 127.55 | |
| Qualcomm (QCOM) | 8.9 | $376M | 5.6M | 67.32 | |
| UnitedHealth (UNH) | 8.6 | $364M | 5.1M | 71.61 | |
| 7.3 | $309M | 353k | 875.91 | ||
| Laboratory Corp. of America Holdings | 6.8 | $290M | 2.9M | 99.14 | |
| Waters Corporation (WAT) | 6.0 | $256M | 2.4M | 106.21 | |
| CVS Caremark Corporation (CVS) | 5.9 | $249M | 4.4M | 56.75 | |
| VCA Antech | 5.2 | $221M | 8.1M | 27.46 | |
| Varian Medical Systems | 5.0 | $212M | 2.8M | 74.73 | |
| Northern Trust Corporation (NTRS) | 4.9 | $206M | 3.8M | 54.38 | |
| Citigroup (C) | 4.0 | $167M | 3.4M | 48.51 | |
| BP (BP) | 3.5 | $147M | 3.5M | 42.03 | |
| Allergan | 2.3 | $98M | 1.1M | 90.45 | |
| TransDigm Group Incorporated (TDG) | 1.7 | $71M | 515k | 138.70 | |
| Schlumberger (SLB) | 0.8 | $32M | 363k | 88.36 | |
| Baidu (BIDU) | 0.6 | $25M | 160k | 155.18 | |
| Sohu | 0.4 | $15M | 195k | 78.83 | |
| NetEase (NTES) | 0.3 | $15M | 200k | 72.60 | |
| Ctrip.com International | 0.3 | $12M | 200k | 58.36 | |
| ResMed (RMD) | 0.1 | $5.3M | 100k | 52.82 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $3.7M | 81k | 45.26 | |
| Qihoo 360 Technologies Co Lt | 0.1 | $2.5M | 30k | 83.20 |
