Veritas Investment Partners (Uk) Ltd. Portfolio Holdings by Sector
Veritas Investment Partners (Uk) Ltd.
- $5.14 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Information Technology Services | Technology
ACN BR FISV 3 stocks |
$782,975
15.25% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SNPS ADBE PANW 4 stocks |
$691,273
13.46% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU CDNS 2 stocks |
$584,333
11.38% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA AXP V 3 stocks |
$359,973
7.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$331,896
6.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$288,995
5.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$283,234
5.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$269,587
5.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$234,448
4.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$224,552
4.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$214,300
4.17% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
APH 1 stocks |
$210,104
4.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$201,107
3.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN SYK ABT 3 stocks |
$149,335
2.91% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
AME XYL 2 stocks |
$147,151
2.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$145,646
2.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$9,101
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,070
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM AMD 2 stocks |
$1,792
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST DG 2 stocks |
$1,215
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV 2 stocks |
$473
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$432
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$425
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
WPM 1 stocks |
$359
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$247
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$204
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$165
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$152
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$109
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$31
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|