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Home > Institutional Investor > Verity & Verity, Llc > Profile

Instuitional Investor - Verity & Verity, Llc

Fund Profile
Filing Period:
Fund Name: Verity & Verity, Llc
Portfolio Value $1,497,736,103
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dell Technologies Inc.
 DELL 161,054 $86,638,999 5.78%
2.
Broadcom Inc.
 AVGO 181,553 $63,759,692 4.26%
3.
State Street Corp
 STT 287,076 $50,120,599 3.35%
4.
Microsoft Corp
 MSFT 95,204 $48,830,324 3.26%
5.
Abbvie Inc.
 ABBV 178,347 $46,653,792 3.11%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.