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CIK: 0001542108
Total reported value
$1.5B
$1.5B
152 檔
15.6%
At the close of Q4 2025, Verity & Verity, LLC disclosed equity holdings valued at approximately $1.5B, spread across 152 reported holdings.
In Q4 2025, Verity & Verity, LLC displayed an active expansion posture, initiating 24 new positions and adding to 66 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, JPM, ABBV) accounted for 15.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.49% | +0.49% | -2.80% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.13% | +0.05% | +0.73% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 3.10% | +0.23% | +0.75% | |
| 4 | RTX | Rtx CORP | Stock-Industrials | 3.04% | -0.26% | -0.23% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.15% | +1.13% | |
| 6 | STT | State Street CORP | Stock-Financials | 2.71% | +0.63% | +0.37% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.62% | +0.10% | -0.54% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.59% | -0.46% | +0.34% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.59% | -0.71% | +1.62% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.57% | -0.11% | +0.57% | |
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 2.52% | -0.55% | +1.40% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.38% | -0.46% | +2.34% | |
| 13 | ENB | Enbridge Inc | Stock-Energy | 2.13% | -0.20% | +3.12% | |
| 14 | GLW | Corning Inc | Stock-Tech | 2.07% | +0.26% | -6.04% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.88% | -0.09% | +1.54% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 1.81% | -0.26% | +2.48% | |
| 17 | PRU | Prudential Financial Inc | Stock-Financials | 1.75% | -0.21% | +2.18% | |
| 18 | OKE | Oneok Inc | Stock-Energy | 1.75% | -0.23% | +14.45% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.72% | -0.45% | +1.92% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.68% | -0.12% | -1.26% | |
| 21 | PLD | Prologis Inc | Stock-Real Estate | 1.67% | -0.10% | +1.66% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.59% | -0.09% | +4.54% | |
| 23 | MET | Metlife Inc | Stock-Financials | 1.53% | +0.15% | +2.29% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.52% | +0.12% | +1.71% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.52% | -0.37% | +1.14% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.52% | -0.17% | +2.32% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.44% | -0.97% | +4.31% | |
| 28 | CNQ | Canadian Natural Resources | Stock-Energy | 1.42% | -0.52% | +5.75% | |
| 29 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 1.42% | +0.17% | +2.69% | |
| 30 | NNN | Nnn Reit Inc | Stock-Real Estate | 1.42% | +0.04% | +2.71% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.42% | +0.29% | -1.24% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 1.42% | +0.01% | +2.37% | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.41% | +0.02% | -0.51% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 1.34% | — | +3.43% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.32% | -0.34% | +2.26% | |
| 36 | DELL | Dell Technologies -c | Stock-Tech | 1.32% | +3.05% | +0.14% | |
| 37 | VICI | Vici Properties Inc | Stock-Real Estate | 1.32% | -0.20% | +4.19% | |
| 38 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.30% | +0.67% | +0.10% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.26% | +0.10% | +5.89% | |
| 40 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.20% | -0.15% | +45.17% | |
| 41 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.15% | +0.07% | +1.02% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.10% | -0.16% | +5.45% | |
| 43 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.09% | +0.57% | +3.70% | |
| 44 | FNF | Fidelity National Financial | Stock-Financials | 1.09% | -0.06% | +3.49% | |
| 45 | PSX | Phillips 66 | Stock-Energy | 1.09% | -0.23% | +0.67% | |
| 46 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.07% | — | -5.00% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.05% | +0.07% | +0.93% | |
| 48 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.94% | -0.04% | +0.36% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | +0.25% | +4.97% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.05% | +4.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.3% | +0.57% | Add |
| 2 | OWL | Blue Owl Capital Inc | +0.2% | +45.17% | Add |
| 3 | STT | State Street CORP | +0.2% | +0.37% | Add |
| 4 | CMI | Cummins Inc | +0.2% | -1.24% | Trim |
| 5 | GILD | Gilead Sciences Inc | +0.2% | +0.34% | Add |
| 6 | OKE | Oneok Inc | +0.2% | +14.45% | Add |
| 7 | RTX | Rtx CORP | +0.2% | -0.23% | Trim |
| 8 | UPS | United Parcel Service-cl B | +0.2% | -0.51% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | +1.54% | Add |
| 10 | PLD | Prologis Inc | +0.2% | +1.66% | Add |
| 11 | ACN | Accenture plc | +0.1% | +4.31% | Add |
| 12 | PRU | Prudential Financial Inc | +0.1% | +2.18% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.26% | Trim |
| 14 | CNQ | Canadian Natural Resources | +0.1% | +5.75% | Add |
| 15 | TGT | Target CORP | +0.1% | +3.43% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | +2.48% | Add |
| 17 | CNI | Canadian Natl Railway Co | +0.1% | +5.89% | Add |
| 18 | AAPL | Apple Inc | +0.1% | -0.54% | Trim |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +1.14% | Add |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +1.71% | Add |
| 21 | AXP | American Express Co | +0.1% | +71.11% | Add |
| 22 | V | Visa Inc-class A Shares | +0.1% | +53.81% | Add |
| 23 | MCD | Mcdonald's CORP | +0.1% | +76.58% | Add |
| 24 | PEP | Pepsico Inc | 0% | +2.34% | Add |
| 25 | QCOM | Qualcomm Inc | 0% | +4.97% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +7.74% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +124.95% | Add |
| 28 | COST | Costco Wholesale CORP | 0% | +64.40% | Add |
| 29 | VSXY | Victoria's Secret & Co | 0% | — | Unchanged |
| 30 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.84% | Add |
| 31 | PH | Parker Hannifin CORP | 0% | -0.09% | Trim |
| 32 | MS | Morgan Stanley | 0% | +14.95% | Add |
| 33 | INTU | Intuit Inc | 0% | +76.27% | Add |
| 34 | TT | Trane Technologies plc | 0% | +76.56% | Add |
| 35 | CPSS | Consumer Portfolio Services | 0% | — | Unchanged |
| 36 | MDT | Medtronic plc | 0% | +2.32% | Add |
| 37 | KMI | Kinder Morgan, Inc. | 0% | +84.42% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -0.38% | Trim |
| 39 | MRK | Merck & Co. Inc. | 0% | +11.39% | Add |
| 40 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 41 | JPM | Jpmorgan Chase & Co | — | +0.73% | Add |
| 42 | CINF | Cincinnati Financial CORP | — | +0.10% | Add |
| 43 | AUB | Atlantic Union Bankshares Co | — | +2.69% | Add |
| 44 | ED | Consolidated Edison Inc | — | -13.91% | Trim |
| 45 | EPD | Enterprise Products Partners | — | -0.14% | Trim |
| 46 | BF-B | Brown-forman Corp-class B | — | -18.58% | Trim |
| 47 | PPG | Ppg Industries Inc | — | -5.80% | Trim |
| 48 | ZTS | Zoetis Inc | — | +3.08% | Add |
| 49 | KVUE | Kenvue Inc | — | -14.07% | Trim |
| 50 | TPR | Tapestry Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Verity & Verity, LLC reported a total U.S. public equity portfolio value of $1.5B across 152 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
UNH
市值: $1.1M
Top Position Liquidated / Trimmed
TPYP
前期市值: $1.7M
During Q4 2025, Verity & Verity, LLC's top holdings by market value included AVGO (5.5%)、JPM (3.1%)、ABBV (3.1%). The largest single position, AVGO, represented 5.5% of total portfolio value.
In Q4 2025, Verity & Verity, LLC made 136 total portfolio adjustments, initiating 24 new buys, adding to 66 positions, trimming 40 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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