Vela Investment Management, LLC Top Holdings and 13F Report (2026)

About Vela Investment Management, LLC

Investment Activity

Vela Investment Management, LLC has $436.05 million in total holdings as of March 31, 2026.
Vela Investment Management, LLC owns shares of 145 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 19.57% of the portfolio was purchased this quarter.
About 16.74% of the portfolio was sold this quarter.
This quarter, Vela Investment Management, LLC has purchased 140 new stocks and bought additional shares in 67 stocks.
Vela Investment Management, LLC sold shares of 49 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Kirby: $19,652,686
Criteo: $14,746,887
Wix.com: $12,984,942
Alphabet: $12,583,962
Worthington Enterprises: $11,320,063

Largest New Holdings this Quarter

294429105 - Equifax: $3,715,744 Holding
458334109 - Interparfums: $3,608,528 Holding
513272104 - Lamb Weston: $3,412,030 Holding
53263P105 - Limbach: $3,364,423 Holding
G3198U102 - Essent Group: $2,351,742 Holding

Largest Purchases this Quarter

Worthington Enterprises: 138,803 shares (about $7.24M)
Criteo: 271,063 shares (about $4.86M)
Wix.com: 42,191 shares (about $3.80M)
Jack Henry & Associates: 23,673 shares (about $3.74M)
Equifax: 20,635 shares (about $3.72M)

Largest Sales this Quarter

Johnson & Johnson: 26,116 shares (about $6.38M)
Northrop Grumman: 5,188 shares (about $3.54M)
Coca-Cola Consolidated: 17,944 shares (about $3.44M)
ARK Innovation ETF: 47,500 shares (about $3.21M)
Sysco: 33,269 shares (about $2.37M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
KEX Kirby	$19,652,686	$817,212 â–¼	-4.0%	147,898	4.5%	Transportation
CRTO Criteo	$14,746,887	$4,860,160 â–²	49.2%	822,470	3.4%	Computer and Technology
WIX Wix.com	$12,984,942	$3,800,144 â–²	41.4%	144,165	3.0%	Computer and Technology
GOOGL Alphabet	$12,583,962	$205,606 â–¼	-1.6%	43,761	2.9%	Computer and Technology
WOR Worthington Enterprises	$11,320,063	$7,237,188 â–²	177.3%	217,109	2.6%	Construction
AMZN Amazon.com	$11,177,643	$934,091 â–²	9.1%	53,669	2.6%	Retail/Wholesale
BRK.B Berkshire Hathaway	$11,147,150	$70,922 â–¼	-0.6%	23,262	2.6%	Finance
HUBG Hub Group	$10,961,890	$621,906 â–¼	-5.4%	304,159	2.5%	Transportation
LECO Lincoln Electric	$8,626,886	$798,301 â–¼	-8.5%	34,635	2.0%	Industrials
CSX CSX	$8,315,581	$436,977 â–²	5.5%	202,572	1.9%	Transportation
POOL Pool	$7,550,956	$3,387,409 â–²	81.4%	37,320	1.7%	Consumer Discretionary
JNJ Johnson & Johnson	$7,299,052	$795,905 â–¼	-9.8%	29,860	1.7%	Medical
CSL Carlisle Companies	$7,008,022	$1,768,186 â–²	33.7%	21,006	1.6%	Multi-Sector Conglomerates
WHD Cactus	$6,854,581	$63,428 â–¼	-0.9%	144,703	1.6%	Energy
ACGL Arch Capital Group	$6,493,340	$80,536 â–²	1.3%	67,646	1.5%	Finance
JKHY Jack Henry & Associates	$5,951,944	$3,741,281 â–²	169.2%	37,661	1.4%	Computer and Technology
MUSA Murphy USA	$5,894,050	$1,070,433 â–²	22.2%	11,932	1.4%	Retail/Wholesale
DIS Walt Disney	$5,880,599	$860,477 â–²	17.1%	61,015	1.3%	Consumer Discretionary
ACN Accenture	$5,360,374	$1,889,704 â–²	54.4%	27,033	1.2%	Computer and Technology
PEP PepsiCo	$5,177,834	$56,526 â–²	1.1%	33,343	1.2%	Consumer Staples
GBX Greenbrier Companies	$5,015,913	$135,521 â–²	2.8%	95,269	1.2%	Transportation
AXS Axis Capital	$4,871,331	$10,141 â–¼	-0.2%	48,036	1.1%	Finance
ALGN Align Technology	$4,749,468	$121,715 â–²	2.6%	27,705	1.1%	Medical
TMO Thermo Fisher Scientific	$4,745,231	$563,293 â–²	13.5%	9,654	1.1%	Medical
BATRK Atlanta Braves	$4,657,972	$880,431 â–²	23.3%	109,086	1.1%	Consumer Discretionary
GHC Graham	$4,570,535	$630,127 â–¼	-12.1%	4,323	1.0%	Consumer Discretionary
EPAM EPAM Systems	$4,522,225	$1,687,084 â–²	59.5%	33,399	1.0%	Computer and Technology
CPA Copa	$4,521,905	$273,686 â–²	6.4%	39,802	1.0%	Transportation
MSFT Microsoft	$4,515,688	$344,627 â–²	8.3%	12,199	1.0%	Computer and Technology
BKNG Booking	$4,483,991	$2,568,295 â–²	134.1%	1,065	1.0%	Retail/Wholesale
AR Antero Resources	$4,434,386	$1,045,891 â–¼	-19.1%	104,486	1.0%	Energy
MOV Movado Group	$4,380,948	$136,899 â–¼	-3.0%	179,400	1.0%	Retail/Wholesale
GIL Gildan Activewear	$4,216,600	$1,451,463 â–²	52.5%	75,770	1.0%	Consumer Discretionary
SNCY Sun Country Airlines	$4,025,230	$73,993 â–²	1.9%	243,658	0.9%	Transportation
AGI Alamos Gold	$3,894,201	$1,266,077 â–¼	-24.5%	87,648	0.9%	Basic Materials
SYY Sysco	$3,764,298	$2,373,078 â–¼	-38.7%	52,773	0.9%	Consumer Staples
EFX Equifax	$3,715,744	$3,715,744 â–²	New Holding	20,635	0.9%	Business Services
C Citigroup	$3,696,826	$272,978 â–¼	-6.9%	32,597	0.8%	Financial Services
VVV Valvoline	$3,663,239	$841,663 â–¼	-18.7%	108,766	0.8%	Retail/Wholesale
BRKR Bruker	$3,630,999	$78,525 â–¼	-2.1%	100,526	0.8%	Computer and Technology
IPAR Interparfums	$3,608,528	$3,608,528 â–²	New Holding	39,724	0.8%	Consumer Discretionary
AIT Applied Industrial Technologies	$3,533,266	$1,967,878 â–¼	-35.8%	13,317	0.8%	Industrials
LW Lamb Weston	$3,412,030	$3,412,030 â–²	New Holding	80,739	0.8%	Consumer Staples
LMB Limbach	$3,364,423	$3,364,423 â–²	New Holding	43,106	0.8%	Construction
PFGC Performance Food Group	$3,355,559	$683,481 â–²	25.6%	39,173	0.8%	Retail/Wholesale
NFG National Fuel Gas	$3,294,613	$869,882 â–²	35.9%	35,064	0.8%	Energy
EHC Encompass Health	$3,197,120	$1,574,377 â–²	97.0%	33,052	0.7%	Medical
BKR Baker Hughes	$3,160,192	$21,856 â–¼	-0.7%	51,764	0.7%	Energy
META Meta Platforms	$2,934,455	$40,621 â–¼	-1.4%	5,129	0.7%	Computer and Technology
AGO Assured Guaranty	$2,916,251	$55,569 â–²	1.9%	35,791	0.7%	Finance
TDW Tidewater	$2,883,227	$95,247 â–²	3.4%	34,509	0.7%	Energy
SSD Simpson Manufacturing	$2,811,136	$150,168 â–²	5.6%	16,380	0.6%	Construction
Proficient Auto Logistics Inc	$2,797,462	$1,170,398 â–²	71.9%	412,605	0.6%	COM
PPG PPG Industries	$2,796,301	$18,597 â–²	0.7%	26,163	0.6%	Basic Materials
RRC Range Resources	$2,744,685	$259,604 â–¼	-8.6%	60,750	0.6%	Energy
TSM Taiwan Semiconductor Manufacturing	$2,703,600	$1,351,800 â–²	100.0%	8,000	0.6%	Computer and Technology
SUPN Supernus Pharmaceuticals	$2,667,773	$87,925 â–²	3.4%	51,611	0.6%	Medical
TTC Toro	$2,659,489	$19,809 â–²	0.8%	28,462	0.6%	Consumer Discretionary
CRM Salesforce	$2,633,354	$795,961 â–²	43.3%	14,107	0.6%	Computer and Technology
SU Suncor Energy	$2,563,151	$1,031,118 â–¼	-28.7%	38,771	0.6%	Energy
JBI Janus International Group	$2,545,109	$611,351 â–²	31.6%	494,196	0.6%	Construction
DECK Deckers Outdoor	$2,539,884	$1,048,243 â–²	70.3%	25,376	0.6%	Retail/Wholesale
TJX TJX Companies	$2,524,058	$88,314 â–¼	-3.4%	15,805	0.6%	Retail/Wholesale
MET MetLife	$2,481,989	$116,829 â–²	4.9%	35,096	0.6%	Finance
Etsy Inc	$2,471,011	$1,467,663 â–²	146.3%	49,440	0.6%	COM
FOUR Shift4 Payments	$2,453,122	$146,277 â–²	6.3%	56,097	0.6%	Business Services
BAC Bank of America	$2,440,669		0.0%	50,065	0.6%	Finance
AGM Federal Agricultural Mortgage	$2,426,413	$1,938,045 â–²	396.8%	16,356	0.6%	Finance
SIBN SiBone	$2,363,831	$590,427 â–²	33.3%	187,160	0.5%	Medical
ESNT Essent Group	$2,351,742	$2,351,742 â–²	New Holding	40,242	0.5%	Finance
GMED Globus Medical	$2,329,508	$37,910 â–²	1.7%	27,037	0.5%	Medical
HLI Houlihan Lokey	$2,316,591	$2,316,591 â–²	New Holding	16,130	0.5%	Finance
IMKTA Ingles Markets	$2,261,902	$29,664 â–²	1.3%	25,163	0.5%	Retail/Wholesale
MMM 3M	$2,239,011	$136,952 â–²	6.5%	15,417	0.5%	Multi-Sector Conglomerates
UNH UnitedHealth Group	$2,167,696	$1,894 â–²	0.1%	8,011	0.5%	Medical
ADSK Autodesk	$2,161,303	$1,091,185 â–²	102.0%	9,028	0.5%	Computer and Technology
ABT Abbott Laboratories	$2,134,099	$661,503 â–¼	-23.7%	20,786	0.5%	Medical
IBP Installed Building Products	$2,079,571	$773,177 â–¼	-27.1%	7,843	0.5%	Construction
FDX FedEx	$2,043,048	$1,775,913 â–¼	-46.5%	5,736	0.5%	Transportation
NKE NIKE	$2,042,655	$62,169 â–²	3.1%	38,672	0.5%	Consumer Discretionary
DOOO BRP	$2,025,186	$349,499 â–²	20.9%	28,202	0.5%	Auto/Tires/Trucks
COKE Coca-Cola Consolidated	$1,893,241	$3,440,583 â–¼	-64.5%	9,874	0.4%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$1,882,152	$1,882,152 â–²	New Holding	30,724	0.4%	ETF
ZTS Zoetis	$1,835,565	$454,517 â–¼	-19.8%	15,528	0.4%	Medical
PRCT PROCEPT BioRobotics	$1,826,705	$870,373 â–²	91.0%	73,039	0.4%	Medical
NOW ServiceNow	$1,826,279	$404,922 â–²	28.5%	17,468	0.4%	Computer and Technology
NOMD Nomad Foods	$1,797,070	$620,806 â–²	52.8%	187,000	0.4%	Consumer Staples
MAMA Mama's Creations	$1,774,777	$1,700,516 â–¼	-48.9%	115,696	0.4%	Consumer Staples
JNJ Johnson & Johnson	$1,711,080	$6,383,795 â–¼	-78.9%	7,000	0.4%	Medical
TotalEnergies SE	$1,678,041	$428,833 â–¼	-20.4%	18,000	0.4%	COM
Corpay Inc	$1,675,229	$327,364 â–²	24.3%	5,757	0.4%	COM
UBER Uber Technologies	$1,589,078	$288 â–¼	0.0%	22,092	0.4%	Computer and Technology
GLOB Globant	$1,572,351	$797,703 â–²	103.0%	34,100	0.4%	Computer and Technology
Net Lease Office Properties	$1,541,146	$454,499 â–²	41.8%	133,780	0.4%	COM
ARK Innovation ETF	$1,520,775	$3,210,525 â–¼	-67.9%	22,500	0.3%	COM
SPSC SPS Commerce	$1,483,717	$360,797 â–²	32.1%	26,652	0.3%	Business Services
BBB Foods Inc	$1,382,967	$141,480 â–¼	-9.3%	39,100	0.3%	COM
ARCO Arcos Dorados	$1,381,050	$135,300 â–²	10.9%	167,400	0.3%	Retail/Wholesale
NI NiSource	$1,354,586	$246,085 â–²	22.2%	29,031	0.3%	Utilities
AZNCF AstraZeneca	$1,300,074	$1,300,074 â–²	New Holding	6,592	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Vela Investment Management, LLC Top Holdings and 13F Report (2026)

About Vela Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Vela Investment Management, LLC Top Holdings and 13F Report (2026)

About Vela Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVela Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools