Vela Investment Management, LLC Top Holdings and 13F Report (2025) About Vela Investment Management, LLCInvestment ActivityVela Investment Management, LLC has $368.85 million in total holdings as of June 30, 2025.Vela Investment Management, LLC owns shares of 135 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 21.14% of the portfolio was purchased this quarter.About 9.42% of the portfolio was sold this quarter.This quarter, Vela Investment Management, LLC has purchased 133 new stocks and bought additional shares in 73 stocks.Vela Investment Management, LLC sold shares of 37 stocks and completely divested from 12 stocks this quarter.Largest Holdings Kirby $16,315,163Berkshire Hathaway $14,101,903Hub Group $10,337,234Alphabet $9,637,385Criteo $8,432,482 Largest New Holdings this Quarter 73278L105 - Pool $3,174,509 Holding82452J109 - Shift4 Payments $1,675,455 Holding00214Q104 - ARK Innovation ETF $1,546,380 Holding651587107 - NewMarket $1,459,096 Holding05577W200 - BRP $1,086,697 Holding Largest Purchases this Quarter Berkshire Hathaway 9,543 shares (about $4.64M)SPDR S&P 500 ETF Trust 7,350 shares (about $4.54M)Coca-Cola Consolidated 35,785 shares (about $4.00M)Criteo 163,196 shares (about $3.91M)Valvoline 93,578 shares (about $3.54M) Largest Sales this Quarter Johnson & Johnson 29,396 shares (about $4.49M)Microchip Technology 28,706 shares (about $2.02M)3M 11,926 shares (about $1.82M)J.B. Hunt Transport Services 10,573 shares (about $1.52M)Graham 1,366 shares (about $1.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVela Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKEXKirby$16,315,163$1,543,056 ▲10.4%143,8604.4%TransportationBRK.BBerkshire Hathaway$14,101,903$4,635,703 ▲49.0%29,0303.8%FinanceHUBGHub Group$10,337,234$1,988,518 ▲23.8%309,2202.8%TransportationGOOGLAlphabet$9,637,385$253,773 ▲2.7%54,6862.6%Computer and TechnologyCRTOCriteo$8,432,482$3,910,176 ▲86.5%351,9402.3%Computer and TechnologyAMZNAmazon.com$8,282,631$1,073,695 ▼-11.5%37,7532.2%Retail/WholesaleLECOLincoln Electric$8,264,397$1,348,409 ▲19.5%39,8632.2%IndustrialsVVVValvoline$7,913,694$3,543,799 ▲81.1%208,9702.1%Retail/WholesaleSYYSysco$6,607,406$196,697 ▲3.1%87,2381.8%Consumer StaplesGHCGraham$6,601,428$1,292,468 ▼-16.4%6,9771.8%Consumer DiscretionaryMSFTMicrosoft$6,283,170$163,645 ▼-2.5%12,6321.7%Computer and TechnologyDISWalt Disney$6,234,150$415,808 ▲7.1%50,2711.7%Consumer DiscretionaryJNJJohnson & Johnson$5,846,236$171,539 ▼-2.9%38,2731.6%MedicalAITApplied Industrial Technologies$5,714,602$649,471 ▲12.8%24,5841.5%IndustrialsCSXCSX$5,680,978$639,254 ▲12.7%174,1031.5%TransportationACGLArch Capital Group$5,173,461$248,202 ▲5.0%56,8201.4%FinanceBRKRBruker$5,091,938$2,263,029 ▲80.0%123,5911.4%Computer and TechnologyWHDCactus$5,047,036$2,236,627 ▲79.6%115,4401.4%EnergyPFGCPerformance Food Group$4,837,528$761,339 ▲18.7%55,3051.3%Retail/WholesaleWIXWix.com$4,822,255$1,831,798 ▲61.3%30,4321.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,633,875$4,541,198 ▲4,900.0%7,5001.3%FinanceAXSAxis Capital$4,615,630$273,670 ▲6.3%44,4581.3%FinanceCOKECoca-Cola Consolidated$4,436,413$3,995,395 ▲905.9%39,7351.2%Consumer StaplesALGNAlign Technology$4,229,632$1,957,672 ▲86.2%22,3401.1%MedicalMETAMeta Platforms$4,221,137$229,546 ▼-5.2%5,7191.1%Computer and TechnologyTERTeradyne$4,109,376$2,238,756 ▲119.7%45,7001.1%Computer and TechnologyNKENIKE$4,097,942$2,175,671 ▲113.2%57,6851.1%Consumer DiscretionaryAGIAlamos Gold$4,048,541$411,069 ▼-9.2%152,4301.1%Basic MaterialsCPACopa$3,930,438$76,869 ▲2.0%35,7411.1%TransportationABTAbbott Laboratories$3,866,084$590,827 ▼-13.3%28,4251.0%MedicalGBXGreenbrier Companies$3,746,812$668,278 ▲21.7%81,3641.0%TransportationNOCNorthrop Grumman$3,742,496$215,000 ▼-5.4%7,4851.0%AerospaceBATRKAtlanta Braves$3,705,681$140,778 ▲3.9%79,2321.0%Consumer DiscretionaryFISFidelity National Information Services$3,621,043$15,956 ▼-0.4%44,4791.0%Business ServicesCCitigroup$3,620,324$164,707 ▲4.8%42,5321.0%Financial ServicesPEPPepsiCo$3,534,000$424,503 ▼-10.7%26,7651.0%Consumer StaplesTTEKTetra Tech$3,465,213$849,807 ▲32.5%96,3630.9%IndustrialsRRCRange Resources$3,423,438$551,770 ▲19.2%84,1760.9%EnergyNOWServiceNow$3,309,390$1,028,080 ▲45.1%3,2190.9%Computer and TechnologyZTSZoetis$3,248,022$1,255,417 ▲63.0%20,8270.9%MedicalTAT&T$3,201,021$87 ▲0.0%110,6090.9%Computer and TechnologyPOOLPool$3,174,509$3,174,509 ▲New Holding10,8910.9%Consumer DiscretionaryMOVMovado Group$3,046,340$859,536 ▲39.3%199,7600.8%Retail/WholesaleAGOAssured Guaranty$2,998,6790.0%34,4280.8%FinanceEHCEncompass Health$2,993,521$523,262 ▼-14.9%24,4110.8%MedicalAGMFederal Agricultural Mortgage$2,982,198$460,055 ▲18.2%15,3500.8%FinanceWNCWabash National$2,946,700$1,580,320 ▲115.7%277,2060.8%Auto/Tires/TrucksMOAltria Group$2,942,8160.0%50,1930.8%Consumer StaplesBKNGBooking$2,940,9340.0%5080.8%Retail/WholesaleABBVAbbVie$2,887,876$652,083 ▲29.2%15,5580.8%MedicalMPLXMPLX$2,873,485$1,012,944 ▲54.4%55,7850.8%EnergyARAntero Resources$2,860,847$601,944 ▲26.6%71,0240.8%EnergyMAMAMama's Creations$2,819,726$1,134,004 ▼-28.7%339,7260.8%Consumer StaplesBACBank of America$2,729,654$130,461 ▼-4.6%57,6850.7%FinanceSNCYSun Country Airlines$2,479,814$967,049 ▲63.9%211,0480.7%TransportationSUSuncor Energy$2,477,205$54,265 ▲2.2%66,1470.7%EnergyADSKAutodesk$2,454,890$449,805 ▼-15.5%7,9300.7%Computer and TechnologyBWXTBWX Technologies$2,452,045$86,148 ▲3.6%17,0210.7%AerospaceACNAccenture$2,388,430$1,148,036 ▲92.6%7,9910.6%Computer and TechnologySIBNSiBone$2,374,595$65,926 ▲2.9%126,1740.6%MedicalJBIJanus International Group$2,339,786$432,682 ▲22.7%287,4430.6%ConstructionIBPInstalled Building Products$2,299,080$1,707,450 ▲288.6%12,7500.6%ConstructionTMOThermo Fisher Scientific$2,279,496$1,323,016 ▲138.3%5,6220.6%MedicalBOKFBOK Financial$2,202,630$83,376 ▲3.9%22,5610.6%FinanceSBUXStarbucks$2,189,746$814,580 ▼-27.1%23,8980.6%Retail/WholesaleCRMSalesforce$2,179,338$899,877 ▲70.3%7,9920.6%Computer and TechnologySCHWCharles Schwab$2,116,396$6,934 ▲0.3%23,1960.6%FinanceMMM3M$2,094,975$1,815,615 ▼-46.4%13,7610.6%Multi-Sector ConglomeratesSRCE1st Source$2,078,538$71,753 ▲3.6%33,4870.6%FinanceUBERUber Technologies$2,076,112$357,246 ▼-14.7%22,2520.6%Computer and TechnologySEBSeaboard$2,071,509$689,549 ▼-25.0%7240.6%Consumer StaplesLYBLyondellBasell Industries$2,026,720$950,119 ▲88.3%35,0280.5%Basic MaterialsWORWorthington Enterprises$1,995,941$13,555 ▲0.7%31,3630.5%ConstructionBKRBaker Hughes$1,826,249$112,490 ▼-5.8%47,6330.5%EnergyMETMetLife$1,748,170$176,361 ▲11.2%21,7380.5%FinanceNFGNational Fuel Gas$1,724,780$76,408 ▲4.6%20,3610.5%EnergyFOURShift4 Payments$1,675,455$1,675,455 ▲New Holding16,9050.5%Business ServicesEPAMEPAM Systems$1,559,199$115,640 ▼-6.9%8,8180.4%Computer and TechnologyINDVIndivior$1,548,098$1,100,076 ▼-41.5%105,0270.4%MedicalARKKARK Innovation ETF$1,546,380$1,546,380 ▲New Holding22,0000.4%ETFJNJJohnson & Johnson$1,527,500$4,490,239 ▼-74.6%10,0000.4%MedicalVVisa$1,500,086$223,681 ▼-13.0%4,2250.4%Business ServicesASHAshland$1,487,584$238,679 ▼-13.8%29,5860.4%Basic MaterialsNet Lease Office Properties$1,471,748$547,947 ▲59.3%45,2150.4%COMSEMRSemrush$1,466,281$47,494 ▲3.3%162,0200.4%Computer and TechnologyNEUNewMarket$1,459,096$1,459,096 ▲New Holding2,1120.4%Basic MaterialsADBEAdobe$1,434,938$305,635 ▼-17.6%3,7090.4%Computer and TechnologyFROGJFrog$1,387,354$1,225,349 ▼-46.9%31,6170.4%Computer and TechnologyELVElevance Health$1,351,247$311,168 ▲29.9%3,4740.4%MedicalDEDeere & Company$1,315,972$502,388 ▲61.8%2,5880.4%IndustrialsHDHome Depot$1,289,1060.0%3,5160.3%Retail/WholesaleNOMDNomad Foods$1,257,260$273,539 ▲27.8%74,0000.3%Consumer StaplesTJXTJX Companies$1,182,046$87,801 ▼-6.9%9,5720.3%Retail/WholesaleKKRKKR & Co. Inc.$1,112,131$844,874 ▲316.1%8,3600.3%FinanceOLLIOllie's Bargain Outlet$1,106,425$691,318 ▼-38.5%8,3960.3%Consumer StaplesDOOOBRP$1,086,697$1,086,697 ▲New Holding22,4200.3%Auto/Tires/TrucksAZNAstraZeneca$1,045,685$147,866 ▲16.5%14,9640.3%MedicalFDXFedEx$1,030,851$95,016 ▲10.2%4,5350.3%TransportationTSNTyson Foods$988,9070.0%17,6780.3%Consumer StaplesBBB Foods Inc$952,168$258,168 ▲37.2%34,3000.3%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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