Verity & Verity, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted by consultant Desaree Tatum, lists 199 separate holdings held by the firm.
The portfolio is heavily weighted toward large-cap technology, healthcare, and consumer staples companies. Top holdings include Microsoft Corporation, with 47,899,410 shares; Apple Inc., with 39,871,783 shares; and Johnson & Johnson, with 29,982,707 shares. Other significant positions include Berkshire Hathaway Inc. Class B, with 1,787,143 shares; Visa Inc. Class A, with 607,627 shares; and Procter & Gamble Co., with 11,933,939 shares.
The filing also lists substantial positions in energy and financial services sectors. Energy Transfer L.P. is held in 3,113,383 shares, while Pfizer Inc. is held in 38,150,414 shares. In the financial sector, JPMorgan Chase & Co. is held in 40,307,373 shares, and UnitedHealth Group Inc. is held in 353,865 shares.
The filing indicates that the firm holds 25 ETFs and exchange-traded funds, including the Vanguard S&P 500 ETF, the iShares Core S&P 500 ETF, and the Schwab Strategic Trust US Large Cap ETF.
