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VELA Investment Management, LLC

All holdings · as of Dec 31, 2025

131 positions

CompanyClassValueShares% of portfolio
UNITEDHEALTH GROUP INC—$1.3K40.0%
State Street Spdr S&P 500 Etf—$223.0K3270.1%
TEXAS INSTRUMENTS INC—$234.7K1,3530.1%
Shift4 Payments Inc.—$240.0K3,0000.1%
Mondelez International, Inc.—$265.0K4,9230.1%
Vanguard Total Stock Market In—$267.2K7970.1%
NorthWestern Energy Group, Inc.—$273.2K4,2330.1%
WESCO INTERNATIONAL INC—$280.4K1,1460.1%
Garmin Ltd—$306.3K1,5100.1%
AMERICAN INTERNATIONAL GROUP, INC.—$307.5K3,5940.1%
BXP, Inc.—$319.0K4,7280.1%
LINDE PLC—$366.3K8590.1%
Simon Property Group Inc—$368.0K1,9880.1%
Comcast Corp.—$370.4K12,3930.1%
Union Pacific Corp—$387.5K1,6750.1%
FIRST INTERSTATE BANCSYSTEM INC—$397.9K11,5010.1%
ADVANCED MICRO DEVICES INC—$449.5K2,0990.1%
Avery Dennison Corp—$472.2K2,5960.1%
Medtronic plc—$561.6K5,8460.2%
FEDERAL AGRICULTURAL MORTGAGE CORP—$578.0K3,2920.2%
VAIL RESORTS INC—$586.6K4,4170.2%
GENUINE PARTS CO—$590.2K4,8000.2%
Alphabet Inc.—$645.2K2,0560.2%
Workday Inc—$823.7K3,8350.2%
Rocket Companies, Inc.—$834.2K43,0870.2%
DEERE & CO—$912.1K1,9590.2%
STARBUCKS CORP—$921.9K10,9480.2%
BWX Technologies, Inc.—$984.3K5,6950.3%
Uber Technologies, Inc—$988.4K12,0960.3%
NiSource Inc—$992.1K23,7570.3%
KKR & Co. Inc.—$1.00M7,8800.3%
ADOBE INC.—$1.02M2,9200.3%
DECKERS OUTDOOR CORP—$1.03M9,9030.3%
3M CO—$1.04M6,4740.3%
Globant S.A.—$1.10M16,8000.3%
Arcos Dorados Holdings Inc—$1.11M151,0000.3%
Etsy Inc—$1.11M20,0750.3%
ServiceNow Inc—$1.16M7,5950.3%
PROCEPT BioRobotics Corp—$1.20M38,2380.3%
AstraZeneca PLC—$1.29M13,9870.3%
TYSON FOODS INC—$1.31M22,3390.4%
Autodesk, Inc.—$1.32M4,4700.4%
HOME DEPOT, INC.—$1.35M3,9270.4%
FedEx Corp—$1.36M4,7220.4%
Booking Holdings Inc—$1.37M2550.4%
BANK OF AMERICA CORP /DE—$1.38M25,0650.4%
OCTAVE SPECIALTY GROUP INC—$1.39M178,7520.4%
Corpay Inc—$1.39M4,6320.4%
SCHWAB CHARLES CORP—$1.43M14,2730.4%
NIKE, Inc.—$1.43M22,4950.4%
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