Veritas Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Veritas Investment Partners
Veritas Investment Partners holds 73 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 7.5 | $241M | 455k | 530.26 | |
| Thermo Fisher Scientific (TMO) | 6.9 | $223M | 405k | 550.75 | |
| Mastercard Incorporated Cl A (MA) | 6.5 | $208M | 598k | 347.80 | |
| Tractor Supply Company (TSCO) | 6.3 | $204M | 905k | 224.93 | |
| Marsh & McLennan Companies (MMC) | 6.2 | $202M | 1.2M | 165.53 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 6.2 | $200M | 848k | 235.51 | |
| Microsoft Corporation (MSFT) | 5.4 | $175M | 730k | 239.82 | |
| Accenture Plc Ireland SHS Class A (ACN) | 5.3 | $172M | 644k | 266.83 | |
| Fiserv (FI) | 5.2 | $169M | 1.7M | 101.07 | |
| Synopsys (SNPS) | 4.3 | $140M | 439k | 319.22 | |
| Intuit (INTU) | 4.0 | $130M | 333k | 389.15 | |
| Amphenol Corp Cl A (APH) | 3.9 | $127M | 1.7M | 76.14 | |
| Automatic Data Processing (ADP) | 3.7 | $120M | 500k | 238.86 | |
| Avery Dennison Corporation (AVY) | 3.6 | $116M | 638k | 180.99 | |
| Broadridge Financial Solutions (BR) | 3.5 | $112M | 836k | 134.13 | |
| Intuitive Surgical Com New (ISRG) | 3.4 | $109M | 412k | 265.29 | |
| Hasbro (HAS) | 2.6 | $85M | 1.4M | 61.00 | |
| Franco-Nevada Corporation (FNV) | 2.6 | $85M | 622k | 136.47 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $85M | 252k | 336.51 | |
| Nike CL B (NKE) | 2.3 | $73M | 622k | 117.03 | |
| Align Technology (ALGN) | 2.2 | $69M | 329k | 210.93 | |
| Amazon (AMZN) | 1.8 | $59M | 700k | 84.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $49M | 550k | 88.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $46M | 518k | 88.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $13M | 43k | 308.95 | |
| Apple (AAPL) | 0.1 | $2.3M | 18k | 129.93 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.4M | 18k | 74.50 | |
| McDonald's Corporation (MCD) | 0.0 | $1.2M | 4.6k | 263.49 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.0M | 2.3k | 456.57 | |
| Dollar General (DG) | 0.0 | $874k | 3.6k | 246.29 | |
| Xylem (XYL) | 0.0 | $833k | 7.5k | 110.56 | |
| American Express Company (AXP) | 0.0 | $665k | 4.5k | 147.72 | |
| Visa Com Cl A (V) | 0.0 | $565k | 2.7k | 207.85 | |
| Deere & Company (DE) | 0.0 | $498k | 1.2k | 428.93 | |
| Wec Energy Group (WEC) | 0.0 | $476k | 5.1k | 93.77 | |
| Johnson & Johnson (JNJ) | 0.0 | $442k | 2.5k | 176.68 | |
| Bank of America Corporation (BAC) | 0.0 | $414k | 13k | 33.12 | |
| Key (KEY) | 0.0 | $387k | 22k | 17.43 | |
| S&p Global (SPGI) | 0.0 | $335k | 1.0k | 334.92 | |
| Northern Trust Corporation (NTRS) | 0.0 | $301k | 3.4k | 88.48 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $291k | 2.6k | 110.32 | |
| Moody's Corporation (MCO) | 0.0 | $279k | 1.0k | 278.51 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $245k | 5.4k | 45.51 | |
| Paypal Holdings (PYPL) | 0.0 | $233k | 3.3k | 71.24 | |
| Abbvie (ABBV) | 0.0 | $226k | 1.4k | 161.63 | |
| Abbott Laboratories (ABT) | 0.0 | $204k | 1.9k | 109.84 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $199k | 2.0k | 100.93 | |
| CVS Caremark Corporation (CVS) | 0.0 | $191k | 2.1k | 93.20 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $189k | 6.0k | 31.45 | |
| Altria (MO) | 0.0 | $187k | 4.1k | 45.71 | |
| Philip Morris International (PM) | 0.0 | $162k | 1.6k | 101.25 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $161k | 649.00 | 248.22 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $156k | 4.0k | 39.08 | |
| NVIDIA Corporation (NVDA) | 0.0 | $153k | 1.0k | 146.16 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $139k | 566.00 | 244.63 | |
| eBay (EBAY) | 0.0 | $136k | 3.3k | 41.48 | |
| Msci (MSCI) | 0.0 | $114k | 245.00 | 465.51 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $111k | 655.00 | 169.66 | |
| Meta Platforms Cl A (META) | 0.0 | $93k | 770.00 | 120.35 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $93k | 2.3k | 39.97 | |
| Carrier Global Corporation (CARR) | 0.0 | $82k | 2.0k | 41.26 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $63k | 800.00 | 78.33 | |
| Sap Se Spon Adr (SAP) | 0.0 | $57k | 550.00 | 103.19 | |
| Walt Disney Company (DIS) | 0.0 | $52k | 600.00 | 86.88 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $51k | 380.00 | 134.10 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $43k | 1.5k | 28.68 | |
| Immunocore Hldgs Ads (IMCR) | 0.0 | $33k | 575.00 | 57.07 | |
| Honeywell International (HON) | 0.0 | $29k | 135.00 | 214.28 | |
| Verizon Communications (VZ) | 0.0 | $27k | 690.00 | 39.40 | |
| Ecolab (ECL) | 0.0 | $27k | 186.00 | 145.56 | |
| Chubb (CB) | 0.0 | $24k | 108.00 | 220.60 | |
| Wells Fargo & Company (WFC) | 0.0 | $15k | 350.00 | 41.29 | |
| Tesla Motors (TSLA) | 0.0 | $7.4k | 60.00 | 123.25 |
