Verdad Advisers, LP

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
174
Quarter
2025 Q4
Top Holding
C (4.6%)
Top 10 Concentration
33.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 174
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
C
CITIGROUP INC
Financial Services 4.61% #1
Prev: #—
3.8 34,553 no change
NEW
34,553 $4,031,990 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS INC NEW
Consumer Cyclical 4.36% 4.99% #2
Prev: #2
1.8 -7,013 -22.0%
P
S
24,801 $3,809,682 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 4.12% 1.12% #3 22
Prev: #25
3.9 12,237 236.6%
P
S
17,408 $3,602,586 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Communication Services 3.37% #4
Prev: #—
3.3 98,396 no change
NEW
98,396 $2,941,056 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVX
CHEVRON CORP NE...
Energy 3.23% 0.50% #5 72
Prev: #77
3.6 15,990 635.0%
P
S
18,508 $2,820,804 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 3.04% 0.51% #6 69
Prev: #75
3.5 6,163 265.5%
P
S
8,484 $2,655,492 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 3.03% #7
Prev: #—
3.2 15,471 no change
NEW
15,471 $2,648,326 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TGNA
TEGNA INC
Communication Services 2.85% #8
Prev: #—
3.1 2,510,000 no change
NEW
2,510,000 $2,489,868 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 2.64% 1.11% #9 17
Prev: #26
3.3 14,366 92.4%
P
S
29,918 $2,304,584 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 2.22% #10
Prev: #—
2.9 6,786 no change
NEW
6,786 $1,936,792 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOYA
VOYA FINANCIAL ...
Financial Services 2.17% #11
Prev: #—
2.9 2,000,000 no change
NEW
2,000,000 $1,899,120 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRE
CBRE GROUP INC
Real Estate 2.08% #12
Prev: #—
2.8 11,288 no change
NEW
11,288 $1,814,998 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZM
ZOOM COMMUNICAT...
Technology 2.07% 0.47% #13 69
Prev: #82
3.1 15,910 316.9%
P
S
20,931 $1,806,136 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
Communication Services 1.97% 0.92% #14 24
Prev: #38
3.1 38,202 122.2%
P
S
69,461 $1,725,411 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BK
BANK NEW YORK M...
Financial Services 1.96% #15
Prev: #—
2.8 14,761 no change
NEW
14,761 $1,713,604 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CALM
CAL MAINE FOODS...
Consumer Defensive 1.88% #16
Prev: #—
2.8 20,651 no change
NEW
20,651 $1,643,200 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
Financial Services 1.69% #17
Prev: #—
2.7 8,300 no change
NEW
8,300 $1,473,499 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFE
PFIZER INC
Healthcare 1.51% #18
Prev: #—
2.6 53,093 no change
NEW
53,093 $1,322,016 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 1.51% #19
Prev: #—
2.6 14,000 no change
NEW
14,000 $1,315,580 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
Consumer Cyclical 1.47% #20
Prev: #—
2.6 15,830 no change
NEW
15,830 $1,287,296 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP
Technology 1.45% #21
Prev: #—
2.6 5,413 no change
NEW
5,413 $1,265,938 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVS
CVS HEALTH CORP
Healthcare 1.43% #22
Prev: #—
2.6 15,705 no change
NEW
15,705 $1,246,349 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 1.40% 1.82% #23 12
Prev: #11
0.6 -342 -2.9%
P
S
11,646 $1,225,858 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QCOM
QUALCOMM INC
Technology 1.37% #24
Prev: #—
2.5 6,979 no change
NEW
6,979 $1,193,758 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.34% #25
Prev: #—
2.5 6,299 no change
NEW
6,299 $1,174,764 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TMUS
T-MOBILE US INC
Communication Services 0.00% 3.74%
Sold All 😨
(Was: #3)
0.3 -13,585 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.00% 3.15%
Sold All 😨
(Was: #5)
0.3 -5,491 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GWW
GRAINGER W W IN...
Industrials 0.00% 2.25%
Sold All 😨
(Was: #7)
0.3 -1,623 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 0.00% 2.18%
Sold All 😨
(Was: #8)
0.3 -3,134 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.00% 1.82%
Sold All 😨
(Was: #10)
0.3 -2,338 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
KROGER CO
Consumer Defensive 0.00% 1.76%
Sold All 😨
(Was: #12)
0.3 -23,036 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNX
TD SYNNEX CORPO...
Technology 0.00% 1.75%
Sold All 😨
(Was: #13)
0.3 -10,944 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 0.00% 1.68%
Sold All 😨
(Was: #14)
0.3 -5,677 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.00% 1.36%
Sold All 😨
(Was: #15)
0.3 -1,743 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
Industrials 0.00% 1.35%
Sold All 😨
(Was: #16)
0.3 -8,318 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA INC
Healthcare 0.00% 1.29%
Sold All 😨
(Was: #18)
0.3 -4,299 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CFG
CITIZENS FINL G...
Financial Services 0.00% 1.28%
Sold All 😨
(Was: #19)
0.3 -12,743 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACI
ALBERTSONS COS ...
Consumer Defensive 0.00% 1.26%
Sold All 😨
(Was: #20)
0.3 -51,015 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INTU
INTUIT
Technology 0.00% 1.23%
Sold All 😨
(Was: #21)
0.3 -1,489 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 1.21%
Sold All 😨
(Was: #22)
0.3 -64,421 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSI
MOTOROLA SOLUTI...
Technology 0.00% 1.18%
Sold All 😨
(Was: #23)
0.3 -1,959 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.00% 1.10%
Sold All 😨
(Was: #27)
0.3 -929 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IBKR
INTERACTIVE BRO...
Financial Services 0.00% 1.08%
Sold All 😨
(Was: #28)
0.3 -5,794 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOC
NORTHROP GRUMMA...
Industrials 0.00% 1.06%
Sold All 😨
(Was: #29)
0.3 -1,497 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUE
NUCOR CORP
Basic Materials 0.00% 1.06%
Sold All 😨
(Was: #30)
0.3 -5,257 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSX
BOSTON SCIENTIF...
Healthcare 0.00% 1.00%
Sold All 😨
(Was: #31)
0.3 -8,951 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRTX
VERTEX PHARMACE...
Healthcare 0.00% 1.00%
Sold All 😨
(Was: #32)
0.3 -1,611 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.00% 0.98%
Sold All 😨
(Was: #33)
0.3 -6,276 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RS
RELIANCE INC
Basic Materials 0.00% 0.97%
Sold All 😨
(Was: #34)
0.3 -2,500 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 0.94%
Sold All 😨
(Was: #36)
0.3 -2,568 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
REGN
REGENERON PHARM...
Healthcare 0.00% 0.90%
Sold All 😨
(Was: #39)
0.3 -643 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.00% 0.90%
Sold All 😨
(Was: #40)
0.3 -3,422 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 0.00% 0.89%
Sold All 😨
(Was: #41)
0.3 -2,623 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNPR
JUNIPER NETWORK...
Unknown 0.00% 0.89%
Sold All 😨
(Was: #42)
0.3 -17,039 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COS INC
Consumer Cyclical 0.00% 0.88%
Sold All 😨
(Was: #44)
0.3 -8,331 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HIG
HARTFORD FINL S...
Financial Services 0.00% 0.88%
Sold All 😨
(Was: #45)
0.3 -5,599 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SFM
SPROUTS FMRS MK...
Consumer Defensive 0.00% 0.85%
Sold All 😨
(Was: #46)
0.3 -5,784 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JILL
J JILL INC
Consumer Cyclical 0.00% 0.82%
Sold All 😨
(Was: #47)
0.3 -25,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHKP
CHECK POINT SOF...
Technology 0.00% 0.77%
Sold All 😨
(Was: #49)
0.3 -2,977 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 0.00% 0.76%
Sold All 😨
(Was: #50)
0.3 -1,606 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PKOH
PARK-OHIO HLDGS...
Industrials 0.00% 0.75%
Sold All 😨
(Was: #51)
0.3 -18,300 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADBE
ADOBE INC
Technology 0.00% 0.73%
Sold All 😨
(Was: #52)
0.3 -1,059 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
Utilities 0.00% 0.73%
Sold All 😨
(Was: #53)
0.3 -4,716 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.71%
Sold All 😨
(Was: #54)
0.3 -6,258 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MMC
MARSH & MCLENNA...
Financial Services 0.00% 0.71%
Sold All 😨
(Was: #55)
0.3 -2,372 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WM
WASTE MGMT INC ...
Industrials 0.00% 0.70%
Sold All 😨
(Was: #57)
0.3 -2,519 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CNC
CENTENE CORP DE...
Healthcare 0.00% 0.69%
Sold All 😨
(Was: #58)
0.3 -6,913 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.00% 0.68%
Sold All 😨
(Was: #59)
0.3 -2,422 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 0.00% 0.68%
Sold All 😨
(Was: #60)
0.3 -987 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CME
CME GROUP INC
Financial Services 0.00% 0.67%
Sold All 😨
(Was: #61)
0.3 -2,278 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PAGP
PLAINS GP HLDGS...
Bond/Debt 0.00% 0.64%
Sold All 😨
(Was: #64)
0.3 -25,791 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 0.00% 0.62%
Sold All 😨
(Was: #65)
0.3 -980 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SGC
SUPERIOR GROUP ...
Consumer Cyclical 0.00% 0.62%
Sold All 😨
(Was: #66)
0.3 -30,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EOG
EOG RES INC
Energy 0.00% 0.60%
Sold All 😨
(Was: #67)
0.3 -3,668 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FFWM
FIRST FNDTN INC
Financial Services 0.00% 0.58%
Sold All 😨
(Was: #69)
0.3 -70,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ULH
UNIVERSAL LOGIS...
Industrials 0.00% 0.58%
Sold All 😨
(Was: #70)
0.3 -10,000 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MCS
MARCUS CORP DEL
Communication Services 0.00% 0.55%
Sold All 😨
(Was: #71)
0.3 -27,500 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Technology 0.00% 0.55%
Sold All 😨
(Was: #72)
0.3 -12,389 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRV
TRAVELERS COMPA...
Financial Services 0.00% 0.55%
Sold All 😨
(Was: #73)
0.3 -1,744 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OMI
OWENS & MINOR I...
Healthcare 0.00% 0.52%
Sold All 😨
(Was: #74)
0.3 -25,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.50%
Sold All 😨
(Was: #76)
0.3 -2,091 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 0.00% 0.49%
Sold All 😨
(Was: #78)
0.3 -2,171 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADP
AUTOMATIC DATA ...
Technology 0.00% 0.49%
Sold All 😨
(Was: #79)
0.3 -1,330 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRY
BERRY CORP
Energy 0.00% 0.48%
Sold All 😨
(Was: #80)
0.3 -70,351 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZEUS
OLYMPIC STEEL I...
Basic Materials 0.00% 0.47%
Sold All 😨
(Was: #81)
0.3 -9,000 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MUSA
MURPHY USA INC
Consumer Cyclical 0.00% 0.47%
Sold All 😨
(Was: #83)
0.3 -710 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RYI
RYERSON HLDG CO...
Industrials 0.00% 0.47%
Sold All 😨
(Was: #84)
0.3 -17,500 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDX
FEDEX CORP
Industrials 0.00% 0.45%
Sold All 😨
(Was: #85)
0.3 -1,223 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSG
REPUBLIC SVCS I...
Industrials 0.00% 0.43%
Sold All 😨
(Was: #86)
0.3 -1,588 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CXW
CORECIVIC INC
Industrials 0.00% 0.42%
Sold All 😨
(Was: #87)
0.3 -25,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
O
REALTY INCOME C...
Real Estate 0.00% 0.42%
Sold All 😨
(Was: #88)
0.3 -4,951 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.00% 0.36%
Sold All 😨
(Was: #89)
0.3 -500 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXNX
AXONICS INC
Unknown 0.00% 0.36%
Sold All 😨
(Was: #90)
0.3 -3,842 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CACI
CACI INTL INC
Technology 0.00% 0.32%
Sold All 😨
(Was: #91)
0.3 -482 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ENDEAVOR GROUP ...
Unknown 0.00% 0.27%
Sold All 😨
(Was: #92)
0.3 -7,106 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 174 holdings

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