Vela Investment Management, LLC Portfolio Holdings

Vela Investment Management, LLC

  • $310 Million
  • Q1 2025

Vela Investment Management, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $310 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $13.2M, Berkshire Hathaway Inc Class B with a value of $10.4M, Hub Group, Inc. with a value of $9.28M, Graham Holdings CO with a value of $8.02M, and Alphabet Inc. with a value of $7.69M.

Examining the 13F form we can see an decrease of $39.5M in the current position value, from $350M to 310M.

Vela Investment Management, LLC is based out at New Albany, OH

Below you can find more details about Vela Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $310 Million
Industrials: $71.8 Million
Financial Services: $43.8 Million
Consumer Defensive: $38.1 Million
Technology: $32.9 Million
Healthcare: $31.1 Million
Communication Services: $27.1 Million
Consumer Cyclical: $25.4 Million
Energy: $23.7 Million
Other: $16.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.98B
$13.2 Million 4.24% of portfolio
130,254
Q1 2025 Added 4.04%
$631B
$10.4 Million 3.35% of portfolio
19,487
Q1 2025 Reduced 8.92%
$1.16B
$9.28 Million 2.99% of portfolio
249,737
Q1 2025 Reduced 0.33%
$3.59B
$8.02 Million 2.58% of portfolio
8,343
Q1 2025 Reduced 13.95%
$1.07T
$7.69 Million 2.48% of portfolio
49,746
Q1 2025 Reduced 3.55%
$1.5B
$6.68 Million 2.15% of portfolio
188,744
Q1 2025 Added 20.23%
$409B
$6.53 Million 2.11% of portfolio
39,396
Q1 2025 Added 4.89%
$38.7B
$6.35 Million 2.05% of portfolio
84,641
Q1 2025 Added 39.51%
$12.8B
$6.31 Million 2.03% of portfolio
33,359
Q1 2025 Added 27.1%
$2.27T
$6.21 Million 2.0% of portfolio
32,647
Q1 2025 Added 4.2%
$948M
$5.33 Million 1.72% of portfolio
3,950
Q1 2025 Reduced 0.15%
$32.5B
$5.2 Million 1.68% of portfolio
54,094
Q1 2025 Added 9.73%
$9.7B
$4.91 Million 1.58% of portfolio
21,790
Q1 2025 Reduced 0.48%
$220B
$4.63 Million 1.49% of portfolio
46,918
Q1 2025 Added 20.52%
$70.1B
$4.55 Million 1.47% of portfolio
154,512
Q1 2025 Added 91.86%
$185B
$4.5 Million 1.45% of portfolio
29,980
Q1 2025 Added 71.15%
$233B
$4.35 Million 1.4% of portfolio
32,769
Q1 2025 Reduced 8.05%
$8.3B
$4.19 Million 1.35% of portfolio
41,822
Q1 2025 Reduced 11.74%
$78.2B
$4.05 Million 1.31% of portfolio
7,915
Q1 2025 Added 23.61%
$6.91B
$4.02 Million 1.29% of portfolio
115,392
Q1 2025 Added 36.93%
$14B
$3.66 Million 1.18% of portfolio
46,601
Q1 2025 Added 8.64%
$2.65B
$3.44 Million 1.11% of portfolio
98,633
Q1 2025 Reduced 7.91%
$1.81B
$3.42 Million 1.1% of portfolio
66,852
Q1 2025 Reduced 33.29%
$48.7B
$3.34 Million 1.08% of portfolio
44,675
Q1 2025 Added 29.71%
$3.13B
$3.24 Million 1.04% of portfolio
35,042
Q4 2024 Added 8.25%
$108B
$3.22 Million 1.04% of portfolio
32,788
Q1 2025 Reduced 22.16%
$200B
$3.13 Million 1.01% of portfolio
110,606
Q1 2025 Added 0.0%
$9.08B
$3.08 Million 0.99% of portfolio
18,872
Q1 2025 Added 74.79%
$5.17B
$3.03 Million 0.98% of portfolio
34,428
Q4 2024 Added 13.76%
$103B
$3.01 Million 0.97% of portfolio
50,193
Q1 2025 Added 0.2%
$3.75T
$2.99 Million 0.96% of portfolio
7,961
Q1 2025 Reduced 6.43%
$2.78B
$2.95 Million 0.95% of portfolio
64,282
Q1 2025 Added 96.47%
$11.7B
$2.9 Million 0.94% of portfolio
28,678
Q4 2024 Reduced 21.45%
$6.24B
$2.87 Million 0.92% of portfolio
68,663
Q1 2025 Added 239.23%
$9.85B
$2.82 Million 0.91% of portfolio
70,609
Q1 2025 Reduced 31.54%
$3.51B
$2.6 Million 0.84% of portfolio
965
Q1 2025 Added 1.15%
$337B
$2.52 Million 0.81% of portfolio
12,045
Q1 2025 Reduced 7.6%
$53.5B
$2.51 Million 0.81% of portfolio
64,698
Q1 2025 Added 0.05%
$1.83B
$2.43 Million 0.78% of portfolio
12,982
Q1 2025 Added 48.3%
$368M
$2.4 Million 0.77% of portfolio
143,397
Q1 2025 Added 26.26%
$6.99B
$2.26 Million 0.73% of portfolio
21,707
Q4 2024 Added 17.07%
$10.7B
$2.27 Million 0.73% of portfolio
56,080
Q1 2025 Reduced 24.03%
$1.94B
$2.13 Million 0.69% of portfolio
72,731
Q1 2025 Added 16.3%
$74.1B
$2.1 Million 0.68% of portfolio
12,777
Q1 2025 Added 42.7%
$2.92B
$2.04 Million 0.66% of portfolio
34,333
Q1 2025 Reduced 11.01%
$1.62T
$2.03 Million 0.66% of portfolio
3,530
Q1 2025 Reduced 9.86%
$53.1B
$2.01 Million 0.65% of portfolio
8,183
Q1 2025 Reduced 5.0%
$51.1B
$1.93 Million 0.62% of portfolio
36,120
Q1 2025 Added 11.91%
$1.6B
$1.93 Million 0.62% of portfolio
32,331
Q1 2025 Reduced 15.47%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $310 Million
  • Prior Value $350 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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