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Home > Institutional Investor > Veratis Advisors, Inc. > Profile

Instuitional Investor - Veratis Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Veratis Advisors, Inc.
Portfolio Value $126,354,764
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 24,081 $11,034,104 8.73%
2.
Lincoln Electric Holdings Inc
 LECO 32,800 $9,494,616 7.51%
3.
Dimensional Etf Trust
 166,704 $9,162,068 7.25%
4.
Ishares Trust
 IEF 36,978 $8,251,072 6.53%
5.
Vanguard Mun Bd Fds
 160,726 $8,179,340 6.47%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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