Verity & Verity, LLC

CIK: 0001542108SEC EDGAR →

Portfolio Value

$1.3B

Holdings

152

As of

Q4 2025

New Positions

151

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

BROADCOM INC

204,370$70.7M
5.49%
2

JPMORGAN CHASE & CO.

124,951$40.3M
3.13%
3

ABBVIE INC

174,672$39.9M
3.10%
4

RTX CORPORATION

213,308$39.1M
3.04%
5

MICROSOFT CORP

76,673$37.1M
2.88%
6

STATE STR CORP

270,043$34.8M
2.71%
7

APPLE INC

124,034$33.7M
2.62%
8

GILEAD SCIENCES INC

271,608$33.3M
2.59%
9

CHEVRON CORP NEW

218,600$33.3M
2.59%
10

AMGEN INC

101,093$33.1M
2.57%

Quarterly Changes

Top Buys

AVGONEW
$70.7M
JPMNEW
$40.3M
ABBVNEW
$39.9M
RTXNEW
$39.1M
MSFTNEW
$37.1M

Top Sells

No sells this quarter

New Positions (152)

$70.7M · 204K shares
$40.3M · 125K shares
$39.9M · 175K shares
$39.1M · 213K shares
$37.1M · 77K shares
$34.8M · 270K shares
$33.7M · 124K shares
$33.3M · 272K shares
$33.3M · 219K shares
$33.1M · 101K shares
$32.4M · 1.3M shares
$30.6M · 213K shares
$27.4M · 573K shares
$26.7M · 305K shares
$24.1M · 117K shares
$23.3M · 290K shares
$22.5M · 199K shares
$22.5M · 306K shares
$22.1M · 543K shares
$21.7M · 281K shares
$21.5M · 168K shares
$20.5M · 118K shares
$19.7M · 250K shares
$19.6M · 66K shares
$19.5M · 162K shares
$19.5M · 203K shares
$18.5M · 69K shares
$18.3M · 541K shares
$18.3M · 518K shares
$18.3M · 461K shares
$18.2M · 36K shares
$18.2M · 316K shares
$18.1M · 183K shares
$17.3M · 177K shares
$17.1M · 35K shares
$17.0M · 135K shares
$16.9M · 602K shares
$16.8M · 103K shares
$16.3M · 164K shares
$15.5M · 1.0M shares
$14.8M · 121K shares
$14.1M · 472K shares
$14.1M · 134K shares
$14.1M · 258K shares
$14.1M · 109K shares
$13.8M · 318K shares
$13.5M · 161K shares
$12.1M · 25K shares
$11.8M · 69K shares
$11.8M · 83K shares
$11.7M · 134K shares
$10.4M · 40K shares
$9.1M · 26K shares
$7.8M · 54K shares
$7.5M · 31K shares
$7.2M · 58K shares
$4.7M · 68K shares
$4.5M · 28K shares
$3.8M · 5 shares
$3.2M · 100K shares
$3.0M · 3K shares
$2.7M · 14K shares
$2.6M · 12K shares
$2.6M · 13K shares
$2.4M · 22K shares
$2.3M · 54K shares
$2.0M · 4K shares
$2.0M · 40K shares
$1.9M · 12K shares
$1.8M · 10K shares
$1.8M · 5K shares
$1.7M · 13K shares
$1.6M · 9K shares
$1.5M · 4K shares
$1.4M · 24K shares
$1.4M · 5K shares
$1.4M · 2K shares
$1.2M · 22K shares
$1.1M · 119K shares
$1.1M · 3K shares
$1.0M · 5K shares
$988K · 4K shares
$955K · 10K shares
$900K · 2K shares
$801K · 1K shares
$783K · 14K shares
$778K · 2K shares
$739K · 7K shares
$721K · 5K shares
$718K · 591 shares
$705K · 1K shares
$700K · 12K shares
$659K · 2K shares
$627K · 3K shares
$611K · 35K shares
$603K · 915 shares
$582K · 1K shares
$572K · 21K shares
$520K · 4K shares
$513K · 900 shares
$506K · 8K shares
$504K · 1K shares
$500K · 4K shares
$466K · 5K shares
$466K · 15K shares
$462K · 4K shares
$462K · 1K shares
$458K · 1K shares
$457K · 1K shares
$457K · 2K shares
$454K · 4K shares
$444K · 780 shares
$432K · 13K shares
$423K · 7K shares
$414K · 1K shares
$411K · 5K shares
$402K · 2K shares
$400K · 940 shares
$394K · 6K shares
$387K · 2K shares
$387K · 14K shares
$382K · 3K shares
$352K · 2K shares
$338K · 19K shares
$335K · 4K shares
$335K · 1K shares
$333K · 2K shares
$327K · 12K shares
$319K · 7K shares
$314K · 6K shares
$313K · 7K shares
$307K · 4K shares
$304K · 2K shares
$294K · 18K shares
$286K · 930 shares
$282K · 974 shares
$273K · 4K shares
$268K · 8K shares
$256K · 448 shares
$252K · 1K shares
$249K · 2K shares
$242K · 840 shares
$241K · 7K shares
$241K · 536 shares
$239K · 9K shares
$227K · 1K shares
$211K · 1K shares
$207K · 1K shares
$207K · 445 shares
$203K · 3K shares
$145K · 10K shares
$92K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Technology16$283.2M22.0%
Financial Services42$246.1M19.1%
Healthcare14$195.8M15.2%
Energy13$156.2M12.1%
Industrials20$101.7M7.9%
Consumer Defensive11$72.9M5.7%
Real Estate3$56.7M4.4%
Utilities6$52.3M4.1%
Consumer Cyclical11$49.5M3.8%
Unknown8$41.9M3.3%
Communication Services4$16.2M1.3%
Basic Materials4$15.4M1.2%