Arkolith/Funds/Verity & Verity, LLC

Verity & Verity, LLC

CIK 1542108
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Verity & Verity, LLC holds a diversified book of 138 stocks worth $1.5B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Kimberly-Clark Corp and trimmed Dell Technologies -C. Their largest long position is Dell Technologies -C at 5% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Verity & Verity, LLC's latest
holdings, largest changes, and filing provenance.
Opened
51
new positions
Added to
45
existing
Trimmed
66
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.8%
+17.9%/yr · since Nov '24
Their reported book
+43.6%
held from quarter-end
S&P 500
+26.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Verity & Verity, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +43.6%, a 10.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Verity & Verity, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
32%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
20%
Financials
18%
Health Care
14%
Industrials
14%
Utilities
7%
Energy
6%
Real Estate
5%
Consumer Discretionary
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Verity & Verity, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$579.1B
MORGAN STANLEY80 / 80$434.3B
JPMORGAN CHASE & CO80 / 80$425.9B
BANK OF AMERICA CORP /DE/80 / 80$277.9B
NORTHERN TRUST CORP80 / 80$257.2B
GOLDMAN SACHS GROUP INC80 / 80$197.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$185.1B
ROYAL BANK OF CANADA80 / 80$142.6B

Ranked by how many of Verity & Verity, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

138 positions
#SecurityValueShares% PortLast moveHistory
1Dell Technologies Inc
CL C
$79.7M184.7K
5.5%
−7.0%
Reduced · −14K sh
2Broadcom Inc
COM
$69.2M183.3K
4.8%
−1.0%
Reduced · −2K sh
3State STR Corp
COM
$49.3M290.6K
3.4%
−0.8%
Reduced · −2K sh
4Abbvie Inc
COM
$45.0M179.0K
3.1%
+0.9%
Added · +2K sh
5RTX Corporation
COM
$40.6M214.2K
2.8%
+0.7%
Added · +2K sh
6JPMorgan Chase & Co
COM
$40.6M124.0K
2.8%
−0.9%
Reduced · −1K sh
7Amgen Inc
COM
$37.8M104.3K
2.6%
+0.8%
Added · +865 sh
8Microsoft Corp
COM
$35.7M95.7K
2.5%
+1.0%
Added · +993 sh
9Apple Inc
COM
$35.5M122.8K
2.4%
−0.7%
Reduced · −860 sh
10Gilead Sciences Inc
COM
$34.4M272.7K
2.4%
+0.1%
Added · +268 sh
11Pfizer Inc
COM
$32.2M1.34M
2.2%
+0.9%
Added · +13K sh
12Enbridge Inc
COM
$31.2M575.2K
2.1%
−0.7%
Reduced · −4K sh
13Pepsico Inc
COM
$29.7M219.7K
2.0%
+1.2%
Added · +3K sh
14Johnson & Johnson
COM
$29.2M115.0K
2.0%
−0.1%
Reduced · −139 sh
15Vici Pptys Inc
COM
$28.9M1.09M
2.0%
+1.3%
Added · +14K sh
16Chevron Corporation
COM
$28.2M170.3K
1.9%
−1.0%
Reduced · −2K sh
17Oneok Inc New
COM
$28.0M321.9K
1.9%
+0.5%
Added · +2K sh
18Cincinnati Finl Corp
COM
$27.7M149.6K
1.9%
+41%
Added · +44K sh
19Atlantic Un Bankshares Corp
COM
$26.6M628.5K
1.8%
+0.8%
Added · +5K sh
20NextEra Energy Inc
COM
$25.6M292.2K
1.8%
−0.1%
Reduced · −438 sh
21Wec Energy Group Inc
COM
$25.6M219.5K
1.8%
+59%
Added · +81K sh
22Cummins Inc
COM
$24.5M34.4K
1.7%
−1.6%
Reduced · −570 sh
23Target Corp
COM
$24.5M187.2K
1.7%
+0.8%
Added · +1K sh
24Texas Instrs Inc
COM
$24.0M80.5K
1.7%
−33%
Reduced · −39K sh
25Accenture PLC Ireland
SHS CLASS A
$23.7M190.6K
1.6%
+8.2%
Added · +14K sh
26Altria Group Inc
COM
$23.3M323.5K
1.6%
−0.1%
Reduced · −396 sh
27Verizon Communications Inc
COM
$23.2M549.0K
1.6%
+0.4%
Added · +2K sh
28Prologis Inc.
COM
$23.1M170.9K
1.6%
−0.3%
Reduced · −571 sh
29Metlife Inc
COM
$22.7M267.8K
1.6%
+0.4%
Added · +1K sh
30NNN REIT Inc
COM
$22.0M473.8K
1.5%
+0.5%
Added · +2K sh
31Cisco Sys Inc
COM
$22.0M187.6K
1.5%
−34%
Reduced · −97K sh
32Fidelity Natl Finl Inc
COM SHS
$21.7M460.6K
1.5%
+2.5%
Added · +11K sh
33Canadian Nat Res Ltd Med Ter
COM
$21.6M546.3K
1.5%
−0.7%
Reduced · −4K sh
34Canadian Natl Ry Co
COM
$20.8M174.3K
1.4%
+0.7%
Added · +1K sh
35United Parcel Svcs Inc
CL B
$20.0M186.0K
1.4%
+0.5%
Added · +959 sh
36International Business Machs
COM
$19.5M69.5K
1.3%
+3.0%
Added · +2K sh
37Prudential Finl Inc
COM
$19.5M180.3K
1.3%
−15%
Reduced · −33K sh
38Phillips 66
COM
$18.9M112.0K
1.3%
−0.5%
Reduced · −543 sh
39Medtronic PLC
SHS
$18.0M229.7K
1.2%
+5.1%
Added · +11K sh
40Brookfield Infrastructure Co
COM SUB VTG A
$17.5M453.5K
1.2%
+57%
Added · +165K sh
41Lockheed Martin Corp
COM
$17.4M34.2K
1.2%
~0%
Added · +2 sh
42Home Depot Inc
COM
$17.1M48.5K
1.2%
+82%
Added · +22K sh
43Starbucks Corp
COM
$17.0M166.7K
1.2%
+0.7%
Added · +1K sh
44Blue Owl Capital Inc
COM CL A
$16.0M1.83M
1.1%
−0.1%
Reduced · −2K sh
45Genuine Parts Co
COM
$15.7M132.7K
1.1%
+3.2%
Added · +4K sh
46Exxon Mobil Corp
COM
$14.3M104.7K
1.0%
−2.8%
Reduced · −3K sh
47Qualcomm Inc
COM
$14.2M76.7K
1.0%
+0.7%
Added · +512 sh
48Comcast Corp New
CL A
$14.0M572.2K
1.0%
+8.5%
Added · +45K sh
49Procter & Gamble Co
COM
$12.1M82.7K
0.8%
+0.7%
Added · +593 sh
50Ameriprise Finl Inc
COM
$11.5M25.0K
0.8%
+0.1%
Added · +33 sh
Showing 50 of 138 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026200$1.5B13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026204$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026189$1.3B13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025134$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025133$1.2B13F-HR
Q1 2025Mar 31, 2025Apr 16, 2025128$1.1B13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025131$1.1B13F-HR
Q2 2024Jun 30, 2024Nov 7, 2024114$917.6M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.