Vela Investment Management, LLC Portfolio Holdings

Vela Investment Management, LLC

  • $395 Million
  • Q3 2025

Vela Investment Management, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $395 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kirby Corp with a value of $13.4M, Berkshire Hathaway Inc Class B with a value of $11.8M, Hub Group, Inc. with a value of $10.9M, Alphabet Inc. with a value of $10.2M, and Wix.Com Ltd. with a value of $10.2M.

Examining the 13F form we can see an increase of $36.8M in the current position value, from $359M to 395M.

Vela Investment Management, LLC is based out at New Albany, OH

Below you can find more details about Vela Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $395 Million
Industrials: $85.3 Million
Technology: $58.6 Million
Financial Services: $50.7 Million
Healthcare: $39.5 Million
Consumer Cyclical: $34.6 Million
Communication Services: $34.6 Million
Consumer Defensive: $34.2 Million
Energy: $31.9 Million
Other: $26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.51B
$13.4 Million 3.39% of portfolio
160,475
Q3 2025 Added 11.55%
$662B
$11.8 Million 3.0% of portfolio
23,570
Q3 2025 Reduced 18.81%
$1.16B
$10.9 Million 2.74% of portfolio
315,183
Q3 2025 Added 1.93%
$1.65T
$10.2 Million 2.59% of portfolio
42,069
Q3 2025 Reduced 15.33%
$7.2B
$10.2 Million 2.58% of portfolio
57,343
Q3 2025 Added 88.43%
$1.26B
$9.72 Million 2.46% of portfolio
430,165
Q3 2025 Added 22.23%
$2.39T
$8.37 Million 2.12% of portfolio
38,132
Q3 2025 Added 1.0%
$13.1B
$8.27 Million 2.09% of portfolio
35,075
Q3 2025 Reduced 12.01%
$4.16B
$8.14 Million 2.06% of portfolio
6,916
Q3 2025 Reduced 0.87%
$5.57B
$7.82 Million 1.98% of portfolio
217,728
Q3 2025 Added 4.19%
$73.4B
$7.19 Million 1.82% of portfolio
202,576
Q3 2025 Added 16.35%
$522B
$7.03 Million 1.78% of portfolio
37,933
Q3 2025 Reduced 0.89%
$37.9B
$6.94 Million 1.76% of portfolio
84,327
Q3 2025 Reduced 3.34%
$9.6B
$6.67 Million 1.69% of portfolio
25,542
Q3 2025 Added 3.9%
$26.6B
$6.13 Million 1.55% of portfolio
44,520
Q3 2025 Reduced 2.58%
$193B
$5.69 Million 1.44% of portfolio
49,718
Q3 2025 Reduced 1.1%
$13.1B
$5.33 Million 1.35% of portfolio
152,985
Q3 2025 Added 0.36%
$204B
$4.9 Million 1.24% of portfolio
34,895
Q3 2025 Added 30.38%
$8.65B
$4.79 Million 1.21% of portfolio
49,970
Q3 2025 Added 12.4%
$2.53B
$4.64 Million 1.17% of portfolio
117,549
Q3 2025 Added 1.83%
$222B
$4.51 Million 1.14% of portfolio
9,305
Q3 2025 Added 65.51%
$86.7B
$4.3 Million 1.09% of portfolio
7,060
Q3 2025 Reduced 5.68%
$15.3B
$4.25 Million 1.07% of portfolio
43,283
Q3 2025 Reduced 21.74%
$3.59B
$4.19 Million 1.06% of portfolio
35,276
Q3 2025 Reduced 1.3%
$10.3B
$4.08 Million 1.03% of portfolio
121,635
Q3 2025 Added 71.26%
$428M
$3.76 Million 0.95% of portfolio
198,351
Q3 2025 Reduced 0.71%
$3.78T
$3.76 Million 0.95% of portfolio
7,268
Q3 2025 Reduced 4.77%
$228B
$3.73 Million 0.94% of portfolio
27,883
Q3 2025 Reduced 1.91%
$1.41B
$3.71 Million 0.94% of portfolio
80,426
Q3 2025 Reduced 1.15%
$1.34B
$3.55 Million 0.9% of portfolio
30,307
Q3 2025 Reduced 23.73%
$10.1B
$3.52 Million 0.89% of portfolio
93,472
Q3 2025 Added 11.04%
$9.59B
$3.4 Million 0.86% of portfolio
10,967
Q3 2025 Added 0.7%
$39.1B
$3.1 Million 0.78% of portfolio
47,031
Q3 2025 Added 5.74%
$152B
$2.93 Million 0.74% of portfolio
11,867
Q3 2025 Added 137.77%
$7.2B
$2.89 Million 0.73% of portfolio
11,720
Q3 2025 Reduced 8.08%
$5.42B
$2.9 Million 0.73% of portfolio
34,282
Q3 2025 Reduced 0.42%
$868M
$2.75 Million 0.7% of portfolio
278,725
Q3 2025 Reduced 3.03%
$10.6B
$2.73 Million 0.69% of portfolio
14,686
Q3 2025 Added 152.42%
$1.93B
$2.7 Million 0.68% of portfolio
80,787
Q3 2025 Reduced 16.16%
$8.06B
$2.61 Million 0.66% of portfolio
6,714
Q3 2025 Added 200.81%
$1.52B
$2.61 Million 0.66% of portfolio
15,539
Q3 2025 Added 1.23%
$60.5B
$2.59 Million 0.66% of portfolio
61,999
Q3 2025 Reduced 6.27%
$4.78B
$2.59 Million 0.66% of portfolio
711
Q3 2025 Reduced 1.8%
$16.3B
$2.53 Million 0.64% of portfolio
13,701
Q3 2025 Reduced 19.51%
$7.23B
$2.49 Million 0.63% of portfolio
22,300
Q3 2025 Reduced 1.16%
$720M
$2.47 Million 0.63% of portfolio
209,432
Q3 2025 Reduced 0.77%
$414B
$2.41 Million 0.61% of portfolio
10,423
Q3 2025 Reduced 1.28%
$1.37T
$2.36 Million 0.6% of portfolio
3,218
Q3 2025 Reduced 8.55%
$190B
$2.24 Million 0.57% of portfolio
22,032
Q2 2025 Reduced 13.93%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $395 Million
  • Prior Value $359 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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