Vela Investment Management, LLC Top Holdings and 13F Report (2025) About Vela Investment Management, LLCInvestment ActivityVela Investment Management, LLC has $358.98 million in total holdings as of December 31, 2024.Vela Investment Management, LLC owns shares of 141 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 19.66% of the portfolio was purchased this quarter.About 8.45% of the portfolio was sold this quarter.This quarter, Vela Investment Management, LLC has purchased 139 new stocks and bought additional shares in 61 stocks.Vela Investment Management, LLC sold shares of 36 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $14,065,920Alphabet $13,928,126Kirby $13,246,054Amazon.com $11,261,508Hub Group $11,164,998 Largest New Holdings this Quarter Tesla $5,460,321 HoldingInvesco QQQ $2,654,154 HoldingCactus $1,909,422 HoldingFederal Agricultural Mortgage $1,724,100 HoldingARK Innovation ETF $1,305,710 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 23,880 shares (about $14.00M)NVIDIA 45,080 shares (about $6.05M)Tesla 13,521 shares (about $5.46M)Alphabet 17,584 shares (about $3.33M)Amazon.com 14,221 shares (about $3.12M) Largest Sales this Quarter Greenbrier Companies 50,078 shares (about $3.05M)The Goldman Sachs Group 2,518 shares (about $1.44M)Energy Transfer 62,100 shares (about $1.22M)BWX Technologies 10,908 shares (about $1.22M)Bank of America 25,000 shares (about $1.10M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$14,065,920$13,995,590 ▲19,900.0%24,0003.9%FinanceGOOGLAlphabet$13,928,126$3,328,651 ▲31.4%73,5773.9%Computer and TechnologyKEXKirby$13,246,054$845,554 ▲6.8%125,1993.7%TransportationAMZNAmazon.com$11,261,508$3,119,945 ▲38.3%51,3313.1%Retail/WholesaleHUBGHub Group$11,164,998$271,861 ▲2.5%250,5613.1%TransportationNVDANVIDIA$10,170,185$6,053,793 ▲147.1%75,7332.8%Computer and TechnologyBRK.BBerkshire Hathaway$9,697,926$33,996 ▲0.4%21,3952.7%FinanceGHCGraham$8,453,264$68,010 ▼-0.8%9,6952.4%Consumer DiscretionaryMSFTMicrosoft$6,536,6760.0%15,5081.8%Computer and TechnologyCRTOCriteo$6,210,366$1,794,521 ▲40.6%156,9861.7%Computer and TechnologyGBXGreenbrier Companies$6,112,235$3,054,257 ▼-33.3%100,2171.7%TransportationTSLATesla$5,460,321$5,460,321 ▲New Holding13,5211.5%Auto/Tires/TrucksJNJJohnson & Johnson$5,432,124$878,286 ▲19.3%37,5611.5%MedicalNOWServiceNow$5,278,337$2,088,436 ▲65.5%4,9791.5%Computer and TechnologyAITApplied Industrial Technologies$5,242,956$664,290 ▼-11.2%21,8941.5%Industrial ProductsCOKECoca-Cola Consolidated$4,984,520$408,237 ▲8.9%3,9561.4%Consumer StaplesLECOLincoln Electric$4,920,338$224,777 ▲4.8%26,2461.4%Industrial ProductsCIVICivitas Resources$4,912,815$231,185 ▼-4.5%107,1031.4%Oils/EnergySYYSysco$4,638,828$187,480 ▲4.2%60,6701.3%Consumer StaplesACGLArch Capital Group$4,552,670$584,853 ▲14.7%49,2981.3%FinanceDISWalt Disney$4,334,766$963,739 ▼-18.2%38,9291.2%Consumer DiscretionaryAXSAXIS Capital$4,199,436$168,378 ▼-3.9%47,3871.2%FinanceABTAbbott Laboratories$4,030,788$135,393 ▲3.5%35,6361.1%MedicalMETAMeta Platforms$3,873,734$411,028 ▲11.9%6,6161.1%Computer and TechnologySBUXStarbucks$3,843,591$898,347 ▼-18.9%42,1221.1%Retail/WholesaleADSKAutodesk$3,787,434$382,468 ▲11.2%12,8141.1%Computer and TechnologyRRCRange Resources$3,711,013$724,817 ▼-16.3%103,1411.0%Oils/EnergyAGIAlamos Gold$3,684,257$210,954 ▲6.1%199,7971.0%Basic MaterialsPFGCPerformance Food Group$3,626,8570.0%42,8961.0%Retail/WholesaleMMM3M$3,517,444$270,056 ▲8.3%27,2481.0%Multi-Sector ConglomeratesCRMSalesforce$3,252,362$293,207 ▼-8.3%9,7280.9%Computer and TechnologyMAMAMama's Creations$3,236,568$19,804 ▼-0.6%406,6040.9%Consumer StaplesCCitigroup$3,126,161$1,830 ▼-0.1%44,4120.9%FinanceAGOAssured Guaranty$3,098,864$374,892 ▲13.8%34,4280.9%FinanceCPACopa$3,079,491$234,727 ▲8.3%35,0420.9%TransportationVVVValvoline$3,048,997$868,356 ▲39.8%84,2730.8%Retail/WholesaleBKRBaker Hughes$3,028,999$4,430 ▼-0.1%73,8420.8%Oils/EnergyMDTMedtronic$3,007,003$165,032 ▲5.8%37,6440.8%MedicalNOCNorthrop Grumman$3,004,864$31,912 ▲1.1%6,4030.8%AerospaceBATRKAtlanta Braves$2,909,596$446,494 ▲18.1%76,0480.8%Multi-Sector ConglomeratesFISFidelity National Information Services$2,781,800$8,723 ▲0.3%34,4410.8%Business ServicesASHAshland$2,756,927$717,244 ▼-20.6%38,5800.8%Basic MaterialsACNAccenture$2,721,799$78,449 ▼-2.8%7,7370.8%Computer and TechnologyFROGJFrog$2,718,778$500 ▼0.0%92,4440.8%Computer and TechnologyEPDEnterprise Products Partners$2,713,9260.0%86,5410.8%Oils/EnergyPEPPepsiCo$2,663,635$1,304,523 ▲96.0%17,5170.7%Consumer StaplesBACBank of America$2,656,426$1,098,750 ▼-29.3%60,4420.7%FinanceQQQInvesco QQQ$2,654,154$2,654,154 ▲New Holding5,1920.7%FinanceEHCEncompass Health$2,648,413$723,100 ▼-21.4%28,6780.7%MedicalMOAltria Group$2,619,3630.0%50,0930.7%Consumer StaplesCSXCSX$2,598,864$1,515,076 ▲139.8%80,5350.7%TransportationARAntero Resources$2,587,2510.0%73,8160.7%Oils/EnergyCASYCasey's General Stores$2,554,8910.0%6,4480.7%Retail/WholesaleTAT&T$2,518,420$91 ▲0.0%110,6030.7%Computer and TechnologyTTEKTetra Tech$2,491,514$160,476 ▲6.9%62,5380.7%Industrial ProductsSEBSeaboard$2,317,896$53,453 ▼-2.3%9540.6%Consumer StaplesABBVAbbVie$2,316,497$3,199 ▼-0.1%13,0360.6%MedicalWIXWix.com$2,316,4960.0%10,7970.6%Computer and TechnologyBOKFBOK Financial$2,310,710$336,914 ▲17.1%21,7070.6%FinanceSUSuncor Energy$2,307,283$1,320 ▲0.1%64,6660.6%Oils/EnergyCFRCullen/Frost Bankers$2,283,727$5,907 ▼-0.3%17,0110.6%FinanceINDVIndivior$2,263,622$708,397 ▲45.5%179,6590.6%MedicalTDWTidewater$2,260,562$956,714 ▲73.4%41,3190.6%Oils/EnergyFDXFedEx$2,237,417$703,325 ▲45.8%7,9530.6%TransportationMOVMovado Group$2,235,136$1,224,371 ▲121.1%113,5740.6%Retail/WholesaleSRCE1st Source$2,232,801$473,637 ▲26.9%38,2460.6%FinanceNKENIKE$2,070,029$50,850 ▲2.5%27,3560.6%Consumer DiscretionaryTERTeradyne$1,938,790$329,281 ▲20.5%15,3970.5%Computer and TechnologyWHDCactus$1,909,422$1,909,422 ▲New Holding32,7180.5%Oils/EnergyGSThe Goldman Sachs Group$1,848,417$1,441,857 ▼-43.8%3,2280.5%FinanceBWXTBWX Technologies$1,829,358$1,215,042 ▼-39.9%16,4230.5%Computer and TechnologySCHWCharles Schwab$1,749,004$1,850 ▼-0.1%23,6320.5%FinanceAGMFederal Agricultural Mortgage$1,724,100$1,724,100 ▲New Holding8,7540.5%FinanceSIBNSI-BONE$1,719,847$330,760 ▲23.8%122,6710.5%MedicalEPAMEPAM Systems$1,711,562$917,276 ▲115.5%7,3200.5%Computer and TechnologyBKNGBooking$1,639,579$29,811 ▼-1.8%3300.5%Retail/WholesaleCNMCore & Main$1,624,131$813,491 ▼-33.4%31,9020.5%Industrial ProductsMETMetLife$1,598,953$2,047 ▼-0.1%19,5280.4%FinanceVVisa$1,570,403$1,580 ▼-0.1%4,9690.4%Business ServicesMPLXMplx$1,544,729$235,806 ▲18.0%32,2760.4%Oils/EnergySNCYSun Country Airlines$1,510,255$962,353 ▲175.6%103,5840.4%TransportationOLLIOllie's Bargain Outlet$1,496,937$401,392 ▲36.6%13,6420.4%Consumer StaplesJBHTJ.B. Hunt Transport Services$1,493,958$180,729 ▼-10.8%8,7540.4%TransportationZTSZoetis$1,458,875$3,910 ▲0.3%8,9540.4%MedicalMCHPMicrochip Technology$1,455,830$103,173 ▼-6.6%25,3850.4%Computer and TechnologyPYPLPayPal$1,413,311$252,721 ▲21.8%16,5590.4%Computer and TechnologyZBRAZebra Technologies$1,362,584$780,551 ▼-36.4%3,5280.4%Industrial ProductsARKKARK Innovation ETF$1,305,710$1,305,710 ▲New Holding23,0000.4%ETFTJXTJX Companies$1,242,2890.0%10,2830.3%Retail/WholesaleWORWorthington Enterprises$1,223,836$1,223,836 ▲New Holding30,5120.3%ConstructionUBERUber Technologies$1,203,686$208,285 ▲20.9%19,9550.3%Computer and TechnologyHDHome Depot$1,200,0340.0%3,0850.3%Retail/WholesaleBRKRBruker$1,186,527$1,186,527 ▲New Holding20,2410.3%Computer and TechnologyJBIJanus International Group$1,161,528$1,161,528 ▲New Holding158,0310.3%ConstructionDEDeere & Company$1,111,789$433,869 ▲64.0%2,6240.3%Industrial ProductsAZNAstraZeneca$952,5960.0%14,5390.3%MedicalXRAYDENTSPLY SIRONA$931,937$588,741 ▼-38.7%49,1010.3%MedicalGTXGarrett Motion$883,324$883,324 ▲New Holding97,8210.2%Auto/Tires/TrucksSEMRSemrush$866,218$335,764 ▲63.3%72,9140.2%Computer and TechnologyROIVRoivant Sciences$817,1220.0%69,0720.2%MedicalShowing 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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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