VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 38K | $7.03M |
 | MPLX | 36K | $1.79M |
 | CPA | 35K | $4.19M |
 | LECO | 35K | $8.27M |
 | PEP | 35K | $4.90M |
 | AGO | 34K | $2.90M |
 | SRCE | 33K | $2.05M |
 | BKR | 32K | $1.57M |
 | FROG | 31K | $1.44M |
 | COKE | 30K | $3.55M |
 | BAC | 30K | $1.56M |
 | TDW | 29K | $1.55M |
 | FOUR | 28K | $2.20M |
 | ABT | 28K | $3.73M |
 | AIT | 26K | $6.67M |
 | GMED | 25K | $1.46M |
 | MET | 25K | $2.08M |
 | IMKTA | 25K | $1.74M |
 | BRK-B | 24K | $11.85M |
 | NFG | 23K | $2.14M |
Johnson & Johnson
JNJ
Shares Held
38K
Value
$7.03M
MPLX Lp
MPLX
Shares Held
36K
Value
$1.79M
Copa Holdings, S.A.
CPA
Shares Held
35K
Value
$4.19M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
35K
Value
$8.27M
PepsiCo, Inc.
PEP
Shares Held
35K
Value
$4.90M
Assured Guaranty Ltd.
AGO
Shares Held
34K
Value
$2.90M
1st Source Corporation
SRCE
Shares Held
33K
Value
$2.05M
Baker Hughes Company
BKR
Shares Held
32K
Value
$1.57M
JFrog Ltd.
FROG
Shares Held
31K
Value
$1.44M
Coca-Cola Consolidated, Inc.
COKE
Shares Held
30K
Value
$3.55M
Bank of America Corporation
BAC
Shares Held
30K
Value
$1.56M
Tidewater Inc.
TDW
Shares Held
29K
Value
$1.55M
Shift4 Payments, Inc.
FOUR
Shares Held
28K
Value
$2.20M
Abbott Laboratories
ABT
Shares Held
28K
Value
$3.73M
Applied Industrial Technologies, Inc.
AIT
Shares Held
26K
Value
$6.67M
Globus Medical, Inc.
GMED
Shares Held
25K
Value
$1.46M
MetLife, Inc.
MET
Shares Held
25K
Value
$2.08M
Ingles Markets, Incorporated
IMKTA
Shares Held
25K
Value
$1.74M
Berkshire Hathaway Inc.
BRK-B
Shares Held
24K
Value
$11.85M
National Fuel Gas Company
NFG
Shares Held
23K
Value
$2.14M