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VERDAD ADVISERS, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Allstate CorporationALL3.28K$780.21K
AnaptysBio, Inc.ANAB3.5K$236.12K
Amkor Technology, Inc.AMKR3.95K$340.52K
Revolution Medicines, Inc.RVMD4.05K$759.05K
Federated Hermes, Inc.FHI4.36K$240.48K
Ingles Markets, IncorporatedIMKTA4.73K$419.34K
Johnson Outdoors Inc.JOUT4.87K$224.17K
Lincoln Educational Services CorporationLINC5.2K$259.48K
Clear Secure, Inc.YOU5.25K$292.36K
Johnson & JohnsonJNJ5.38K$1.37M
IDEAYA Biosciences, Inc.IDYA5.4K$201.26K
StoneX Group Inc.SNEX5.68K$673.32K
Cogent Biosciences, Inc.COGT5.71K$220.78K
American Public Education, Inc.APEI5.83K$312.91K
Adeia Inc.ADEA6.18K$203.61K
Ultragenyx Pharmaceutical Inc.RARE6.22K$207.79K
Photronics, Inc.PLAB6.78K$220.39K
LB Pharmaceuticals Inc Common StockLBRX6.87K$222.87K
Zoom Communications, Inc.ZM7.13K$614.96K
Apple Inc.AAPL7.45K$2.15M