SEC 13F Intelligence

Managers / Q1 2026

Verity & Verity, LLC

CIK 0001542108 · 2015 BOUNDARY STREET, SUITE 315, BEAUFORT, SC, 29902 · 843-379-6661

Reported Value
$1.3B
Q1 2026
Positions
204
Filings on Record
39
2019–present window
Filed
Apr 15, 2026
original filing

Summary

Verity & Verity, Llc reported $1.3B in U.S.-listed holdings across 204 positions for Q1 2026.

Its largest position, AVGO, represents 4.2% of the portfolio.

Compared with Q4 2025, the fund opened 4 new positions and exited 18.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $374MQ4 ’18Q1 ’19: $436MQ2 ’19: $460MQ3 ’19: $472MQ4 ’19: $515MQ4 ’19Q1 ’20: $355MQ2 ’20: $420MQ3 ’20: $455MQ4 ’20: $529MQ4 ’20Q2 ’21: $618MQ3 ’21: $668MQ4 ’21: $700MQ1 ’22: $722MQ1 ’22Q2 ’22: $653MQ3 ’22: $621MQ4 ’22: $766.1BQ1 ’23: $768MQ1 ’23Q2 ’23: $800MQ3 ’23: $785MQ4 ’23: $856MQ1 ’24: $1.6BQ1 ’24Q2 ’24: $900MQ3 ’24: $3.5BQ4 ’24: $1.1BQ1 ’25: $1.1BQ1 ’25Q2 ’25: $1.2BQ3 ’25: $1.2BQ4 ’25: $1.3BQ1 ’26: $1.3BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B204Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B189Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B134Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B133Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.1B128Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B131Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024REVEALED$3.5B435Nov 7, 2024RESTATEMENTchanges · EDGAR ↗
Q2 2024$900M113Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024REVEALED$1.6B219Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$856M105Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$785M102Oct 19, 202313F-HRchanges · EDGAR ↗
Q2 2023$800M101Jul 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$768M109Apr 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$766.1B125Jan 11, 202313F-HRchanges · EDGAR ↗
Q3 2022$621M99Oct 24, 202213F-HRchanges · EDGAR ↗
Q2 2022$653M98Aug 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$722M98May 3, 202213F-HRchanges · EDGAR ↗
Q4 2021$700M101Feb 1, 202213F-HRchanges · EDGAR ↗
Q3 2021$668M105Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$618M98Jun 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$529M97Jan 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$455M82Oct 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$420M83Jul 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$355M85Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$515M113Jan 8, 202013F-HRchanges · EDGAR ↗
Q3 2019$472M115Oct 11, 201913F-HRchanges · EDGAR ↗
Q2 2019$460M111Jul 17, 201913F-HRchanges · EDGAR ↗
Q1 2019$436M185Apr 29, 201913F-HRchanges · EDGAR ↗
Q4 2018$374M178Jan 16, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Stokes Capital Advisors, LLC028-18709

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.