Verity & Verity, LLC
•CIK: 1542108•Filing: Q4 2025
**Verity & Verity, LLC** manages $1.3B across a diversified portfolio of 152 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including AVGO at $70.7M and MSFT at $37.1M. Further concentration is evident in financial and healthcare sectors, with JPM ($40.3M), ABBV ($39.9M), and AMGN ($33.1M) anchoring core allocations. This structure suggests a conviction-driven, large-cap tilt across defensive and growth sectors.
Total AUM
$1.3B
QoQ Performance
+3.1%
Positions
146
Top 10 Concentration
30.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AVGO5.5%
JPM3.1%
ABBV3.1%
RTX3.0%
MSFT2.9%
STT2.7%
AAPL2.6%
GILD2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.9%
Technology18.7%
Healthcare14.8%
Financial7.5%
Industrial5.9%
Consumer Staples4.2%
Consumer2.9%
Utilities2.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW24 new positions
↑66 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023