Veritas Investment Partners as of March 31, 2023
Portfolio Holdings for Veritas Investment Partners
Veritas Investment Partners holds 67 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 6.6 | $235M | 408k | 576.25 | |
| Microsoft Corporation (MSFT) | 6.0 | $213M | 737k | 288.25 | |
| Tractor Supply Company (TSCO) | 6.0 | $212M | 903k | 235.04 | |
| Mastercard Incorporated Cl A (MA) | 5.9 | $210M | 577k | 363.34 | |
| Marsh & McLennan Companies (MMC) | 5.8 | $205M | 1.2M | 166.48 | |
| Synopsys (SNPS) | 5.7 | $202M | 523k | 386.13 | |
| Laboratory Corp Amer Hldgs Com New | 5.5 | $196M | 856k | 229.39 | |
| UnitedHealth (UNH) | 5.5 | $196M | 415k | 472.41 | |
| Fiserv (FI) | 5.4 | $193M | 1.7M | 113.03 | |
| Accenture Plc Ireland SHS Class A (ACN) | 5.3 | $187M | 654k | 285.71 | |
| Amphenol Corp Cl A (APH) | 4.3 | $152M | 1.9M | 81.67 | |
| Intuit (INTU) | 4.3 | $151M | 340k | 445.72 | |
| Intuitive Surgical Com New (ISRG) | 4.2 | $149M | 582k | 255.42 | |
| Broadridge Financial Solutions (BR) | 3.6 | $128M | 872k | 146.50 | |
| Align Technology (ALGN) | 3.4 | $120M | 358k | 333.97 | |
| Avery Dennison Corporation (AVY) | 3.3 | $116M | 651k | 178.87 | |
| Automatic Data Processing (ADP) | 3.3 | $116M | 523k | 222.57 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $104M | 270k | 385.30 | |
| Franco-Nevada Corporation (FNV) | 2.4 | $86M | 590k | 145.79 | |
| Nike CL B (NKE) | 2.2 | $78M | 639k | 122.59 | |
| Amazon (AMZN) | 2.1 | $73M | 708k | 103.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $73M | 700k | 103.96 | |
| Hasbro (HAS) | 1.9 | $69M | 1.3M | 53.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $67M | 647k | 103.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $12M | 40k | 308.42 | |
| Apple (AAPL) | 0.1 | $2.8M | 17k | 164.84 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.2M | 13k | 93.02 | |
| McDonald's Corporation (MCD) | 0.0 | $1.1M | 4.1k | 279.52 | |
| Costco Wholesale Corporation (COST) | 0.0 | $943k | 1.9k | 496.97 | |
| Xylem (XYL) | 0.0 | $788k | 7.5k | 104.67 | |
| Dollar General (DG) | 0.0 | $704k | 3.4k | 210.27 | |
| American Express Company (AXP) | 0.0 | $495k | 3.0k | 164.93 | |
| Wec Energy Group (WEC) | 0.0 | $482k | 5.1k | 94.78 | |
| Johnson & Johnson (JNJ) | 0.0 | $387k | 2.5k | 154.94 | |
| Visa Com Cl A (V) | 0.0 | $362k | 1.6k | 225.41 | |
| Deere & Company (DE) | 0.0 | $340k | 825.00 | 412.67 | |
| S&p Global (SPGI) | 0.0 | $302k | 875.00 | 344.57 | |
| Northern Trust Corporation (NTRS) | 0.0 | $300k | 3.4k | 88.11 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $289k | 2.6k | 109.58 | |
| Paypal Holdings (PYPL) | 0.0 | $249k | 3.3k | 75.92 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $245k | 5.4k | 45.43 | |
| Abbvie (ABBV) | 0.0 | $223k | 1.4k | 159.34 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $196k | 6.0k | 32.58 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $193k | 2.0k | 97.89 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $193k | 4.0k | 48.16 | |
| Abbott Laboratories (ABT) | 0.0 | $188k | 1.9k | 101.25 | |
| Moody's Corporation (MCO) | 0.0 | $183k | 600.00 | 305.73 | |
| Altria (MO) | 0.0 | $183k | 4.1k | 44.61 | |
| United Rentals (URI) | 0.0 | $170k | 430.00 | 395.60 | |
| Meta Platforms Cl A (META) | 0.0 | $163k | 770.00 | 211.95 | |
| Philip Morris International (PM) | 0.0 | $156k | 1.6k | 97.20 | |
| CVS Caremark Corporation (CVS) | 0.0 | $152k | 2.1k | 74.30 | |
| eBay (EBAY) | 0.0 | $145k | 3.3k | 44.36 | |
| Msci (MSCI) | 0.0 | $137k | 245.00 | 558.96 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $120k | 485.00 | 246.38 | |
| Carrier Global Corporation (CARR) | 0.0 | $90k | 2.0k | 45.74 | |
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $81k | 2.3k | 35.12 | |
| Sap Se Spon Adr (SAP) | 0.0 | $70k | 550.00 | 126.54 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $68k | 800.00 | 84.31 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $50k | 380.00 | 130.31 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $49k | 1.5k | 32.73 | |
| Ecolab (ECL) | 0.0 | $31k | 186.00 | 165.54 | |
| Immunocore Hldgs Ads (IMCR) | 0.0 | $28k | 575.00 | 49.47 | |
| Verizon Communications (VZ) | 0.0 | $27k | 690.00 | 38.89 | |
| Chubb (CB) | 0.0 | $21k | 108.00 | 194.18 | |
| Wells Fargo & Company (WFC) | 0.0 | $13k | 350.00 | 37.38 | |
| Tesla Motors (TSLA) | 0.0 | $12k | 60.00 | 207.48 |
