Veratis Advisors, Inc. quarter change: USA Stocks, New
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).
- TMO: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 850.
- MRVL: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 1,280.
- LPLA: Country of operation United States; Class COM; Shares 2025-12-31 0; Shares 2026-06-30 1,100.
- MA: Country of operation United States; Class CL A; Shares 2025-12-31 0; Shares 2026-06-30 473.
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.
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