Veritas Investment Partners as of Dec. 31, 2020
Portfolio Holdings for Veritas Investment Partners
Veritas Investment Partners holds 97 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 9.3 | $178M | 509k | 350.48 | |
| Microsoft Corporation (MSFT) | 8.6 | $165M | 742k | 222.27 | |
| Thermo Fisher Scientific (TMO) | 8.2 | $157M | 337k | 465.56 | |
| Laboratory Corp. of America Holdings (LH) | 8.0 | $152M | 747k | 203.51 | |
| Cerner Corporation | 7.4 | $142M | 1.8M | 78.45 | |
| MasterCard Incorporated (MA) | 7.3 | $140M | 392k | 356.53 | |
| Fiserv (FI) | 5.3 | $102M | 892k | 113.82 | |
| Hasbro (HAS) | 5.0 | $96M | 1.0M | 93.51 | |
| Tractor Supply Company (TSCO) | 5.0 | $95M | 677k | 140.65 | |
| Marsh & McLennan Companies (MMC) | 4.9 | $93M | 793k | 117.00 | |
| Amphenol Corporation (APH) | 4.7 | $90M | 684k | 130.76 | |
| Automatic Data Processing (ADP) | 4.4 | $84M | 478k | 176.23 | |
| Avery Dennison Corporation (AVY) | 4.4 | $84M | 540k | 155.09 | |
| Xylem (XYL) | 4.4 | $84M | 822k | 101.73 | |
| Align Technology (ALGN) | 4.4 | $84M | 157k | 533.93 | |
| Alphabet Inc Class A cs (GOOGL) | 2.9 | $56M | 32k | 1751.79 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $56M | 32k | 1752.30 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $24M | 103k | 231.85 | |
| Amazon (AMZN) | 0.2 | $3.9M | 1.2k | 3256.67 | |
| Apple (AAPL) | 0.2 | $2.9M | 22k | 132.62 | |
| Visa (V) | 0.1 | $2.7M | 12k | 218.50 | |
| Intuit (INTU) | 0.1 | $2.6M | 6.7k | 379.96 | |
| Nike (NKE) | 0.1 | $1.7M | 12k | 141.50 | |
| Paypal Holdings (PYPL) | 0.1 | $1.6M | 7.0k | 234.15 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | 3.6k | 376.70 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 5.4k | 214.51 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 2.2k | 499.77 | |
| Facebook Inc cl a (META) | 0.0 | $839k | 3.1k | 273.02 | |
| Dollar General (DG) | 0.0 | $747k | 3.6k | 210.42 | |
| Ecolab (ECL) | 0.0 | $713k | 3.3k | 216.19 | |
| American Express Company (AXP) | 0.0 | $688k | 5.7k | 120.91 | |
| Estee Lauder Companies (EL) | 0.0 | $637k | 2.4k | 265.97 | |
| Walt Disney Company (DIS) | 0.0 | $596k | 3.3k | 181.16 | |
| Illumina (ILMN) | 0.0 | $555k | 1.5k | 370.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $503k | 3.2k | 157.19 | |
| Wec Energy Group (WEC) | 0.0 | $467k | 5.1k | 91.93 | |
| Northern Trust Corporation (NTRS) | 0.0 | $466k | 5.0k | 93.20 | |
| Abbott Laboratories (ABT) | 0.0 | $397k | 3.6k | 109.43 | |
| Philip Morris International (PM) | 0.0 | $372k | 4.5k | 82.67 | |
| Key (KEY) | 0.0 | $364k | 22k | 16.42 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $356k | 8.4k | 42.45 | |
| Moody's Corporation (MCO) | 0.0 | $354k | 1.2k | 290.16 | |
| Honeywell International (HON) | 0.0 | $331k | 1.6k | 212.45 | |
| S&p Global (SPGI) | 0.0 | $264k | 805.00 | 327.95 | |
| Alleghany Corporation | 0.0 | $252k | 417.00 | 604.32 | |
| Activision Blizzard | 0.0 | $214k | 2.3k | 93.04 | |
| Home Depot (HD) | 0.0 | $193k | 728.00 | 265.11 | |
| Abbvie (ABBV) | 0.0 | $189k | 1.8k | 107.02 | |
| Paychex (PAYX) | 0.0 | $186k | 2.0k | 93.00 | |
| Union Pacific Corporation (UNP) | 0.0 | $177k | 850.00 | 208.24 | |
| CVS Caremark Corporation (CVS) | 0.0 | $174k | 2.5k | 68.37 | |
| eBay (EBAY) | 0.0 | $165k | 3.3k | 50.38 | |
| Pfizer (PFE) | 0.0 | $153k | 4.2k | 36.78 | |
| Becton, Dickinson and (BDX) | 0.0 | $148k | 590.00 | 250.85 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $141k | 2.0k | 71.39 | |
| Comcast Corporation (CMCSA) | 0.0 | $125k | 2.4k | 52.24 | |
| Altria (MO) | 0.0 | $123k | 3.0k | 41.00 | |
| Ansys (ANSS) | 0.0 | $120k | 330.00 | 363.64 | |
| Colgate-Palmolive Company (CL) | 0.0 | $117k | 1.4k | 85.40 | |
| NVIDIA Corporation (NVDA) | 0.0 | $112k | 215.00 | 520.93 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $111k | 1.7k | 65.88 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $109k | 2.6k | 41.29 | |
| Msci (MSCI) | 0.0 | $109k | 245.00 | 444.90 | |
| Coca-Cola Company (KO) | 0.0 | $103k | 1.9k | 54.79 | |
| Pepsi (PEP) | 0.0 | $92k | 620.00 | 148.39 | |
| Masimo Corporation (MASI) | 0.0 | $91k | 340.00 | 267.65 | |
| First Republic Bank/san F (FRCB) | 0.0 | $91k | 620.00 | 146.77 | |
| Nextera Energy (NEE) | 0.0 | $89k | 1.2k | 76.72 | |
| Mondelez Int (MDLZ) | 0.0 | $76k | 1.3k | 58.46 | |
| Verizon Communications (VZ) | 0.0 | $73k | 1.2k | 58.87 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $67k | 987.00 | 67.88 | |
| Procter & Gamble Company (PG) | 0.0 | $65k | 470.00 | 138.30 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $61k | 482.00 | 126.56 | |
| West Pharmaceutical Services (WST) | 0.0 | $53k | 186.00 | 284.95 | |
| Bank of America Corporation (BAC) | 0.0 | $48k | 1.6k | 30.30 | |
| Alexion Pharmaceuticals | 0.0 | $45k | 285.00 | 157.89 | |
| Fortinet (FTNT) | 0.0 | $42k | 285.00 | 147.37 | |
| Morgan Stanley (MS) | 0.0 | $34k | 500.00 | 68.00 | |
| Cummins (CMI) | 0.0 | $31k | 137.00 | 226.28 | |
| Arista Networks (ANET) | 0.0 | $31k | 108.00 | 287.04 | |
| At&t (T) | 0.0 | $31k | 1.1k | 28.57 | |
| Merck & Co (MRK) | 0.0 | $30k | 362.00 | 82.87 | |
| Fortune Brands (FBIN) | 0.0 | $30k | 353.00 | 84.99 | |
| Xilinx | 0.0 | $29k | 204.00 | 142.16 | |
| Intercontinental Exchange (ICE) | 0.0 | $29k | 251.00 | 115.54 | |
| Tesla Motors (TSLA) | 0.0 | $28k | 40.00 | 700.00 | |
| Lam Research Corporation (LRCX) | 0.0 | $26k | 55.00 | 472.73 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $26k | 73.00 | 356.16 | |
| Darden Restaurants (DRI) | 0.0 | $25k | 207.00 | 120.77 | |
| Allstate Corporation (ALL) | 0.0 | $23k | 211.00 | 109.00 | |
| D.R. Horton (DHI) | 0.0 | $20k | 287.00 | 69.69 | |
| Phillips 66 (PSX) | 0.0 | $16k | 222.00 | 72.07 | |
| Ball Corporation (BALL) | 0.0 | $11k | 114.00 | 96.49 | |
| Viatris (VTRS) | 0.0 | $7.0k | 382.00 | 18.32 | |
| Resideo Technologies (REZI) | 0.0 | $3.0k | 150.00 | 20.00 | |
| Advansix (ASIX) | 0.0 | $1.0k | 36.00 | 27.78 | |
| Garrett Motion (GTX) | 0.0 | $0 | 90.00 | 0.00 |
