VELA INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FIBK | 12K | $366.54K |
 | CMCSA | 11K | $357.43K |
 | POOL | 11K | $3.40M |
 | PYPL | 11K | $710.30K |
 | ABBV | 10K | $2.41M |
 | TJX | 10K | $1.39M |
 | TMO | 9K | $4.51M |
 | MMM | 9K | $1.43M |
 | ALGN | 9K | $1.09M |
 | OLLI | 8K | $1.02M |
 | KKR | 8K | $1.02M |
 | MDT | 7K | $710.39K |
 | MSFT | 7K | $3.76M |
 | NOC | 7K | $4.30M |
 | GHC | 7K | $8.14M |
 | MUSA | 7K | $2.61M |
 | CRM | 7K | $1.56M |
 | DECK | 6K | $646.23K |
 | FDX | 5K | $1.20M |
 | MDLZ | 5K | $306.10K |
First Interstate BancSystem, Inc.
FIBK
Shares Held
12K
Value
$366.54K
Comcast Corporation
CMCSA
Shares Held
11K
Value
$357.43K
Pool Corporation
POOL
Shares Held
11K
Value
$3.40M
PayPal Holdings, Inc.
PYPL
Shares Held
11K
Value
$710.30K
AbbVie Inc.
ABBV
Shares Held
10K
Value
$2.41M
The TJX Companies, Inc.
TJX
Shares Held
10K
Value
$1.39M
Thermo Fisher Scientific Inc.
TMO
Shares Held
9K
Value
$4.51M
3M Company
MMM
Shares Held
9K
Value
$1.43M
Align Technology, Inc.
ALGN
Shares Held
9K
Value
$1.09M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
8K
Value
$1.02M
KKR & Co. Inc.
KKR
Shares Held
8K
Value
$1.02M
Medtronic plc
MDT
Shares Held
7K
Value
$710.39K
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.76M
Northrop Grumman Corporation
NOC
Shares Held
7K
Value
$4.30M
Graham Holdings Company
GHC
Shares Held
7K
Value
$8.14M
Murphy USA Inc.
MUSA
Shares Held
7K
Value
$2.61M
Salesforce, Inc.
CRM
Shares Held
7K
Value
$1.56M
Deckers Outdoor Corporation
DECK
Shares Held
6K
Value
$646.23K
FedEx Corporation
FDX
Shares Held
5K
Value
$1.20M
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$306.10K