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Veratis Advisors, Inc. Last Quarter Change: USA Stocks, Added

Veratis Advisors, Inc. quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-06-30, Veratis Advisors, Inc. opened 9 positions, added to 15, reduced 14, sold out of 3 and left 9 unchanged. The largest increase in value was WMT (+$2,210,163); the largest decrease was LECO (-$785,888).

  • WMT: Country of operation United States; Class COM; Shares 2025-12-31 20,616; Shares 2026-06-30 40,978.
  • V: Country of operation United States; Class COM CL A; Shares 2025-12-31 1,266; Shares 2026-06-30 2,510.
  • ORCL: Country of operation United States; Class COM; Shares 2025-12-31 2,747; Shares 2026-06-30 4,747.
  • LLY: Country of operation United States; Class COM; Shares 2025-12-31 351; Shares 2026-06-30 451.

Two Form 13F-HR filings compared (SEC CIK 2111807): 2025-12-31 (filed 2026-02-18) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2025-12-31Shares 2026-06-30Share changeValue 2025-12-31Value 2026-06-30Value change
WMT
WALMART INC
United StatesCOM20,61640,978+20,362$2,658,666$4,868,829+$2,210,163
V
VISA INC
United StatesCOM CL A1,2662,510+1,244$405,041$809,510+$404,469
ORCL
ORACLE CORP
United StatesCOM2,7474,747+2,000$423,670$695,673+$272,003
LLY
ELI LILLY & CO
United StatesCOM351451+100$365,986$540,943+$174,957
GOOGL
ALPHABET INC
United StatesCAP STK CL A1,8301,975+145$551,435$705,840+$154,405
BRKB
BERKSHIRE HATHAWAY INC DEL
CL B NEW2,7543,033+279$1,388,057$1,517,683+$129,626
MCD
MCDONALDS CORP
United StatesCOM1,6551,658+3$540,523$448,174-$92,349
IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM2,1592,194+35$559,010$616,926+$57,916
NFLX
NETFLIX INC.
United StatesCOM4,3305,430+1,100$331,223$387,702+$56,479
SCHW
SCHWAB CHARLES CORP
United StatesCOM2,6923,314+622$250,681$305,783+$55,102
ABBV
ABBVIE INC
United StatesCOM938947+9$217,539$238,417+$20,878
MSFT
MICROSOFT CORP
United StatesCOM2,0332,215+182$807,697$826,203+$18,506
FNB
F N B CORP
United StatesCOM10,23710,260+23$184,936$195,762+$10,826
PM
PHILIP MORRIS INTL INC
United StatesCOM1,9071,921+14$350,583$347,528-$3,055
DUK
DUKE ENERGY CORP NEW
United StatesCOM NEW2,1592,175+16$274,047$275,286+$1,239

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