VELA Investment Management, LLC Diversified Active

CIK: 0001895612 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $409,939 (100.0% shares, 0.0% debt)

Holdings (172)

SPY SPDR S&P 500 ETF Trust 3.9%
Value ($000) $15,988 Shares 24,000 Est. Cost $580.23 Unrealized
KEX Kirby Corp 3.3%
Value ($000) $13,392 Shares 160,475 Est. Cost $73.86 Unrealized +36.0%
BRK/B Berkshire Hathaway Inc Cl B 2.9%
Value ($000) $11,850 Shares 23,570 Est. Cost $370.16 Unrealized +30.9%
HUBG Hub Group Inc 2.6%
Value ($000) $10,855 Shares 315,183 Est. Cost $40.23 Unrealized -11.3%
GOOGL Alphabet Inc 2.5%
Value ($000) $10,227 Shares 42,069 Est. Cost $114.35 Unrealized +82.9%
WIX Wix.com Ltd 2.5%
Value ($000) $10,186 Shares 57,343 Est. Cost $158.55 Unrealized -5.1%
CRTO Criteo SA 2.4%
Value ($000) $9,722 Shares 430,165 Est. Cost $28.04 Unrealized
AMZN Amazon.com Inc 2.0%
Value ($000) $8,373 Shares 38,132 Est. Cost $175.98 Unrealized +28.6%
LECO Lincoln Electric Holdings Inc 2.0%
Value ($000) $8,272 Shares 35,075 Est. Cost $201.01 Unrealized +16.5%
GHC Graham Holdings Co 2.0%
Value ($000) $8,142 Shares 6,916 Est. Cost $590.72 Unrealized +74.4%
VVV Valvoline Inc 1.9%
Value ($000) $7,819 Shares 217,728 Est. Cost $36.14 Unrealized +5.6%
CSX CSX Corp 1.8%
Value ($000) $7,193 Shares 202,576 Est. Cost $31.98 Unrealized +6.1%
JNJ Johnson & Johnson 1.7%
Value ($000) $7,033 Shares 37,933 Est. Cost $146.23 Unrealized +15.9%
SYY Sysco Corp 1.7%
Value ($000) $6,943 Shares 84,327 Est. Cost $70.23 Unrealized +12.3%
AIT Applied Industrial Technologie 1.6%
Value ($000) $6,668 Shares 25,542 Est. Cost $133.35 Unrealized +95.9%
TER Teradyne Inc 1.5%
Value ($000) $6,128 Shares 44,520 Est. Cost $92.36 Unrealized +18.1%
DIS Walt Disney Co/The 1.4%
Value ($000) $5,693 Shares 49,718 Est. Cost $110.83 Unrealized +5.6%
ACGL Arch Capital Group Ltd 1.3%
Value ($000) $5,476 Shares 60,360 Est. Cost $56.72 Unrealized +58.1%
AGI Alamos Gold Inc 1.3%
Value ($000) $5,333 Shares 152,985 Est. Cost $12.43 Unrealized +130.0%
PEP PepsiCo Inc 1.2%
Value ($000) $4,901 Shares 34,895 Est. Cost $147.69 Unrealized -4.9%
AXS Axis Capital Holdings Ltd 1.2%
Value ($000) $4,787 Shares 49,970 Est. Cost $58.10 Unrealized +66.7%
WHD Cactus Inc. A 1.1%
Value ($000) $4,640 Shares 117,549 Est. Cost $51.26 Unrealized -18.0%
TMO Thermo Fisher Scientific Inc 1.1%
Value ($000) $4,513 Shares 9,305 Est. Cost $467.06 Unrealized -0.5%
PFGC Performance Food Group Co 1.1%
Value ($000) $4,503 Shares 43,283 Est. Cost $61.25 Unrealized +63.4%
NOC Northrop Grumman Corp 1.0%
Value ($000) $4,302 Shares 7,060 Est. Cost $401.17 Unrealized +40.4%
CPA Copa Holdings SA 1.0%
Value ($000) $4,191 Shares 35,276 Est. Cost $80.43 Unrealized +39.2%
AR Antero Resources Corp 1.0%
Value ($000) $4,082 Shares 121,635 Est. Cost $31.23 Unrealized +6.7%
GOOGL Alphabet Inc 0.9%
Value ($000) $3,890 Shares 16,000 Est. Cost $114.35 Unrealized +82.9%
MSFT Microsoft Corp 0.9%
Value ($000) $3,765 Shares 7,268 Est. Cost $299.01 Unrealized +70.1%
MOV Movado Group PLC 0.9%
Value ($000) $3,763 Shares 198,351 Est. Cost $19.16 Unrealized -9.5%
ABT Abbott Laboratories 0.9%
Value ($000) $3,735 Shares 27,883 Est. Cost $107.73 Unrealized +21.2%
GBX Greenbrier Cos Inc/The 0.9%
Value ($000) $3,713 Shares 80,426 Est. Cost $37.32 Unrealized +25.8%
MSFT Microsoft Corp 0.9%
Value ($000) $3,626 Shares 7,000 Est. Cost $299.01 Unrealized +70.1%
COKE Coca-Cola Consolidated Inc 0.9%
Value ($000) $3,551 Shares 30,307 Est. Cost $117.41 Unrealized -1.7%
RRC Range Resources Corp 0.9%
Value ($000) $3,518 Shares 93,472 Est. Cost $30.69 Unrealized +16.4%
Indivior PLC 0.8%
Value ($000) $3,436 Shares 142,511 Est. Cost $14.58 Unrealized
POOL Pool Corp 0.8%
Value ($000) $3,401 Shares 10,967 Est. Cost $299.22 Unrealized +4.0%
MAMA Mama's Creations Inc 0.8%
Value ($000) $3,255 Shares 309,725 Est. Cost $5.70 Unrealized +59.1%
BATRK Atlanta Braves Holdings Inc 0.8%
Value ($000) $3,242 Shares 77,960 Est. Cost $38.48 Unrealized +14.7%
FIS Fidelity National Information 0.8%
Value ($000) $3,101 Shares 47,031 Est. Cost $71.02 Unrealized +1.6%
ACN Accenture PLC 0.7%
Value ($000) $2,926 Shares 11,867 Est. Cost $272.75 Unrealized -4.5%
AGO Assured Guaranty Ltd 0.7%
Value ($000) $2,902 Shares 34,282 Est. Cost $62.33 Unrealized +33.3%
NVDA Nvidia Corp 0.7%
Value ($000) $2,892 Shares 15,500 Est. Cost $174.29 Unrealized 0.0%
IBP Installed Bldg Prods Inc 0.7%
Value ($000) $2,891 Shares 11,720 Est. Cost $168.77 Unrealized +40.4%
JBI Janus International Group IN 0.7%
Value ($000) $2,751 Shares 278,725 Est. Cost $8.05 Unrealized +19.8%
TTEK Tetra Tech Inc 0.7%
Value ($000) $2,697 Shares 80,787 Est. Cost $39.69 Unrealized -8.4%
AGM Federal Agric Mtg Corp Cl C 0.6%
Value ($000) $2,610 Shares 15,539 Est. Cost $189.04 Unrealized -2.4%
MUSA Murphy USA Inc. 0.6%
Value ($000) $2,607 Shares 6,714 Est. Cost $414.15 Unrealized -4.7%
SEB Seaboard Corp 0.6%
Value ($000) $2,593 Shares 711 Est. Cost $3245.12 Unrealized +7.2%
SU Suncor Energy Inc 0.6%
Value ($000) $2,592 Shares 61,999 Est. Cost $24.86 Unrealized +61.4%
BWXT BWX Technologies Inc 0.6%
Value ($000) $2,526 Shares 13,701 Est. Cost $58.96 Unrealized +172.3%
BOKF BOK Financial Corp 0.6%
Value ($000) $2,485 Shares 22,300 Est. Cost $88.53 Unrealized +19.2%
SNCY Sun Country Airlines Holding 0.6%
Value ($000) $2,473 Shares 209,432 Est. Cost $12.38 Unrealized -0.1%
ABBV AbbVie Inc 0.6%
Value ($000) $2,413 Shares 10,423 Est. Cost $112.62 Unrealized +79.3%
META Meta Platforms Inc 0.6%
Value ($000) $2,363 Shares 3,218 Est. Cost $195.62 Unrealized +279.9%
META Meta Platforms Inc 0.6%
Value ($000) $2,350 Shares 3,200 Est. Cost $195.62 Unrealized +279.9%
C Citigroup Inc 0.5%
Value ($000) $2,236 Shares 22,032 Est. Cost $46.72 Unrealized +101.4%
ACN Accenture PLC 0.5%
Value ($000) $2,219 Shares 9,000 Est. Cost $272.75 Unrealized -4.5%
EPAM EPAM Systems Inc 0.5%
Value ($000) $2,215 Shares 14,686 Est. Cost $181.99 Unrealized -9.8%
BRKR Bruker Corp 0.5%
Value ($000) $2,209 Shares 68,000 Est. Cost $47.01 Unrealized -24.4%
FOUR Shift 4 Payments Inc. Cl A 0.5%
Value ($000) $2,199 Shares 28,406 Est. Cost $89.52 Unrealized +3.8%
ZTS Zoetis Inc 0.5%
Value ($000) $2,178 Shares 14,883 Est. Cost $162.83 Unrealized -7.6%
NLOP Net Lease Office Properties 0.5%
Value ($000) $2,145 Shares 72,336 Est. Cost $31.01 Unrealized
WOR Worthington Inc 0.5%
Value ($000) $2,141 Shares 38,581 Est. Cost $44.73 Unrealized +40.9%
NFG National Fuel Gas Co NJ 0.5%
Value ($000) $2,135 Shares 23,114 Est. Cost $74.08 Unrealized +17.7%
MET MetLife Inc 0.5%
Value ($000) $2,082 Shares 25,273 Est. Cost $63.87 Unrealized +22.0%
SIBN SI-BONE Inc 0.5%
Value ($000) $2,079 Shares 141,222 Est. Cost $16.78 Unrealized -2.7%
SRCE 1st Source Corp 0.5%
Value ($000) $2,050 Shares 33,308 Est. Cost $49.78 Unrealized
C Citigroup Inc 0.5%
Value ($000) $1,979 Shares 19,500 Est. Cost $46.72 Unrealized +101.4%
AMZN Amazon.com Inc 0.5%
Value ($000) $1,976 Shares 9,000 Est. Cost $175.98 Unrealized +28.6%
SUPN Supernus Pharmaceuticals Inc. 0.5%
Value ($000) $1,924 Shares 40,251 Est. Cost $40.27 Unrealized 0.0%
JNJ Johnson & Johnson 0.5%
Value ($000) $1,854 Shares 10,000 Est. Cost $146.23 Unrealized +15.9%
MPLX MPLX LP 0.4%
Value ($000) $1,794 Shares 35,906 Est. Cost $43.68 Unrealized
EHC Encompass Health Corp 0.4%
Value ($000) $1,760 Shares 13,859 Est. Cost $54.65 Unrealized +117.1%
IMKTA Ingles Markets Inc. - Class A 0.4%
Value ($000) $1,744 Shares 25,065 Est. Cost $63.63 Unrealized +4.2%
NEU NewMarket Corp 0.4%
Value ($000) $1,729 Shares 2,088 Est. Cost $613.76 Unrealized +24.7%
BKNG Booking Holdings Inc 0.4%
Value ($000) $1,587 Shares 294 Est. Cost $3043.19 Unrealized +82.8%
NKE NIKE Inc 0.4%
Value ($000) $1,569 Shares 22,495 Est. Cost $78.10 Unrealized -5.5%
BKR Baker Hughes Co 0.4%
Value ($000) $1,567 Shares 32,155 Est. Cost $25.47 Unrealized +72.1%
CRM Salesforce Inc 0.4%
Value ($000) $1,563 Shares 6,597 Est. Cost $203.88 Unrealized +23.3%
BAC Bank of America Corp 0.4%
Value ($000) $1,561 Shares 30,255 Est. Cost $32.36 Unrealized +49.4%
TDW Tidewater Inc 0.4%
Value ($000) $1,546 Shares 28,980 Est. Cost $54.81 Unrealized 0.0%
OSG AMBAC Financial Group, Inc. 0.4%
Value ($000) $1,502 Shares 180,089 Est. Cost $9.88 Unrealized -14.5%
GMED Globus Med Inc Cl A 0.4%
Value ($000) $1,459 Shares 25,483 Est. Cost $57.58 Unrealized 0.0%
V Visa Inc 0.4%
Value ($000) $1,447 Shares 4,239 Est. Cost $215.65 Unrealized +60.0%
FROG JFrog Ltd 0.4%
Value ($000) $1,444 Shares 30,503 Est. Cost $29.45 Unrealized +53.4%
MMM 3M Co 0.3%
Value ($000) $1,429 Shares 9,209 Est. Cost $82.18 Unrealized +86.3%
HD Home Depot Inc/The 0.3%
Value ($000) $1,425 Shares 3,516 Est. Cost $304.29 Unrealized +27.9%
ADSK Autodesk Inc 0.3%
Value ($000) $1,420 Shares 4,470 Est. Cost $226.15 Unrealized +34.7%
BAC Bank of America Corp 0.3%
Value ($000) $1,419 Shares 27,500 Est. Cost $32.36 Unrealized +49.4%
SCHW Charles Schwab Corp/The 0.3%
Value ($000) $1,412 Shares 14,785 Est. Cost $72.20 Unrealized +30.9%
NOW ServiceNow Inc 0.3%
Value ($000) $1,398 Shares 1,519 Est. Cost $89.57 Unrealized +108.5%
MMM 3M Co 0.3%
Value ($000) $1,397 Shares 9,000 Est. Cost $82.18 Unrealized +86.3%
TJX TJX Cos Inc/The 0.3%
Value ($000) $1,387 Shares 9,595 Est. Cost $62.36 Unrealized +112.1%
PAL Proficient Auto Logistics Inc 0.3%
Value ($000) $1,385 Shares 201,058 Est. Cost $7.36 Unrealized 0.0%
NOW ServiceNow Inc 0.3%
Value ($000) $1,380 Shares 1,500 Est. Cost $89.57 Unrealized +108.5%
V Visa Inc 0.3%
Value ($000) $1,366 Shares 4,000 Est. Cost $215.65 Unrealized +60.0%
DOO BRP INC/CA- Sub-Voting 0.3%
Value ($000) $1,349 Shares 22,193 Est. Cost $39.14 Unrealized +43.0%
NVDA Nvidia Corp 0.3%
Value ($000) $1,306 Shares 7,000 Est. Cost $174.29 Unrealized 0.0%
PPG PPG Industries Inc 0.3%
Value ($000) $1,299 Shares 12,361 Est. Cost $108.65 Unrealized +1.2%
BKR Baker Hughes Co 0.3%
Value ($000) $1,281 Shares 26,300 Est. Cost $25.47 Unrealized +72.1%
CRM Salesforce Inc 0.3%
Value ($000) $1,256 Shares 5,300 Est. Cost $203.88 Unrealized +23.3%
NKE NIKE Inc 0.3%
Value ($000) $1,255 Shares 18,000 Est. Cost $78.10 Unrealized -5.5%
FDX FedEx Corp 0.3%
Value ($000) $1,203 Shares 5,101 Est. Cost $203.51 Unrealized +12.2%
DE Deere & Co 0.3%
Value ($000) $1,185 Shares 2,592 Est. Cost $353.79 Unrealized +38.4%
UBER Uber Technologies Inc 0.3%
Value ($000) $1,185 Shares 12,096 Est. Cost $57.50 Unrealized +62.7%
ZTS Zoetis Inc 0.3%
Value ($000) $1,171 Shares 8,000 Est. Cost $162.83 Unrealized -7.6%
ABBV AbbVie Inc 0.3%
Value ($000) $1,158 Shares 5,000 Est. Cost $112.62 Unrealized +79.3%
SBUX Starbucks Corp 0.3%
Value ($000) $1,132 Shares 13,386 Est. Cost $83.75 Unrealized +5.8%
TBBB BBB Foods Inc 0.3%
Value ($000) $1,092 Shares 40,500 Est. Cost $25.99 Unrealized +0.0%
ALGN Align Technology Inc 0.3%
Value ($000) $1,088 Shares 8,692 Est. Cost $190.26 Unrealized -17.7%
BKNG Booking Holdings Inc 0.3%
Value ($000) $1,080 Shares 200 Est. Cost $3043.19 Unrealized +82.8%
AZN AstraZeneca PLC 0.3%
Value ($000) $1,073 Shares 13,987 Est. Cost $64.81 Unrealized
KKR KKR & Co Inc Cl A 0.2%
Value ($000) $1,024 Shares 7,880 Est. Cost $110.47 Unrealized +28.2%
OLLI Ollie's Bargain Outlet Holding 0.2%
Value ($000) $1,023 Shares 7,970 Est. Cost $68.04 Unrealized +95.1%
ARCO Arcos Dorados Holdings Inc. -A 0.2%
Value ($000) $1,019 Shares 151,000 Est. Cost $7.25 Unrealized -3.7%
UBER Uber Technologies Inc 0.2%
Value ($000) $980 Shares 10,000 Est. Cost $57.50 Unrealized +62.7%
TSN Tyson Foods Inc 0.2%
Value ($000) $960 Shares 17,678 Est. Cost $56.77 Unrealized -4.2%
MPLX MPLX LP 0.2%
Value ($000) $954 Shares 19,100 Est. Cost $43.68 Unrealized
ALGN Align Technology Inc 0.2%
Value ($000) $939 Shares 7,500 Est. Cost $190.26 Unrealized -17.7%
WDAY Workday Inc 0.2%
Value ($000) $923 Shares 3,835 Est. Cost $239.36 Unrealized -3.4%
ADBE Adobe Inc 0.2%
Value ($000) $883 Shares 2,502 Est. Cost $416.98 Unrealized -14.0%
MAS Masco Corp 0.2%
Value ($000) $877 Shares 12,465 Est. Cost $70.98 Unrealized -1.5%
DE Deere & Co 0.2%
Value ($000) $869 Shares 1,900 Est. Cost $353.79 Unrealized +38.4%
Mr Cooper Group Inc 0.2%
Value ($000) $826 Shares 3,917 Est. Cost $54.32 Unrealized
EPAM EPAM Systems Inc 0.2%
Value ($000) $754 Shares 5,000 Est. Cost $181.99 Unrealized -9.8%
NOMD Nomad Foods LTD 0.2%
Value ($000) $735 Shares 55,900 Est. Cost $17.98 Unrealized -12.9%
MDT Medtronic PLC 0.2%
Value ($000) $710 Shares 7,459 Est. Cost $83.64 Unrealized +9.1%
PYPL PayPal Holdings Inc 0.2%
Value ($000) $710 Shares 10,592 Est. Cost $72.27 Unrealized -2.7%
ADBE Adobe Inc 0.2%
Value ($000) $706 Shares 2,000 Est. Cost $416.98 Unrealized -14.0%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $691 Shares 2,000 Est. Cost $374.94 Unrealized -20.3%
GLOB Globant SA 0.2%
Value ($000) $671 Shares 11,700 Est. Cost $73.60 Unrealized 0.0%
SBUX Starbucks Corp 0.2%
Value ($000) $660 Shares 7,800 Est. Cost $83.75 Unrealized +5.8%
AVGO Broadcom Inc 0.2%
Value ($000) $660 Shares 2,000 Est. Cost $305.74 Unrealized 0.0%
WNC Wabash National Corp 0.2%
Value ($000) $654 Shares 66,306 Est. Cost $11.07 Unrealized -5.2%
DECK Deckers Outdoor Corp. 0.2%
Value ($000) $646 Shares 6,375 Est. Cost $110.45 Unrealized -1.2%
DECK Deckers Outdoor Corp. 0.1%
Value ($000) $608 Shares 6,000 Est. Cost $110.45 Unrealized -1.2%
GPC Genuine Parts Co 0.1%
Value ($000) $556 Shares 4,014 Est. Cost $131.52 Unrealized +0.7%
WIX Wix.com Ltd 0.1%
Value ($000) $533 Shares 3,000 Est. Cost $158.55 Unrealized -5.1%
KDP Keurig Dr Pepper Inc 0.1%
Value ($000) $510 Shares 20,000 Est. Cost Unrealized
IONS Ionis Pharmaceuticals Inc 0.1%
Value ($000) $491 Shares 7,500 Est. Cost Unrealized
LIN Linde PLC Shs 0.1%
Value ($000) $460 Shares 968 Est. Cost $322.30 Unrealized +46.0%
TER Teradyne Inc 0.1%
Value ($000) $427 Shares 3,100 Est. Cost $92.36 Unrealized +18.1%
MTN Vail Resorts Inc 0.1%
Value ($000) $425 Shares 2,844 Est. Cost $207.45 Unrealized -25.2%
UHG United Homes Group Inc. CL A 0.1%
Value ($000) $413 Shares 100,000 Est. Cost $3.92 Unrealized 0.0%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $383 Shares 1,215 Est. Cost $113.53 Unrealized +160.7%
SPG Simon Property Group Inc 0.1%
Value ($000) $373 Shares 1,988 Est. Cost $112.36 Unrealized +50.5%
GMED Globus Med Inc Cl A 0.1%
Value ($000) $372 Shares 6,500 Est. Cost $57.58 Unrealized 0.0%
GRMN Garmin Ltd 0.1%
Value ($000) $372 Shares 1,510 Est. Cost $180.13 Unrealized +27.2%
FIBK First Interstate Bancsys-A 0.1%
Value ($000) $367 Shares 11,501 Est. Cost $30.08 Unrealized 0.0%
AXSM Axsome Therapeutics Inc. 0.1%
Value ($000) $364 Shares 3,000 Est. Cost Unrealized
CMCSA Comcast Corp 0.1%
Value ($000) $357 Shares 11,376 Est. Cost $41.98 Unrealized -21.0%
BXP Boston Properties Inc 0.1%
Value ($000) $351 Shares 4,728 Est. Cost $64.41 Unrealized +7.5%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $340 Shares 2,099 Est. Cost $109.82 Unrealized +46.9%
TSLA Tesla Inc 0.1%
Value ($000) $311 Shares 700 Est. Cost $346.84 Unrealized 0.0%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $307 Shares 1,900 Est. Cost $109.82 Unrealized +46.9%
MDLZ Mondelez International Inc 0.1%
Value ($000) $306 Shares 4,900 Est. Cost $58.90 Unrealized +7.7%
CVS CVS Health Corp 0.1%
Value ($000) $302 Shares 4,000 Est. Cost Unrealized
LYB LyondellBasell Industries NV 0.1%
Value ($000) $294 Shares 6,000 Est. Cost $67.21 Unrealized -19.6%
AIG American Intl Group Inc 0.1%
Value ($000) $282 Shares 3,594 Est. Cost $56.66 Unrealized +39.6%
AVY Avery Dennison Corp 0.1%
Value ($000) $282 Shares 1,738 Est. Cost $192.71 Unrealized -11.4%
VTI Vanguard Total Stock Market In 0.1%
Value ($000) $262 Shares 797 Est. Cost $328.17 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $249 Shares 1,353 Est. Cost $155.10 Unrealized +24.6%
NWE Northwestern Energy Group Inc 0.1%
Value ($000) $248 Shares 4,233 Est. Cost $54.14 Unrealized 0.0%
ETOR Etoro Group LTD-A 0.1%
Value ($000) $248 Shares 6,000 Est. Cost Unrealized
WCC Wesco Intl Inc 0.1%
Value ($000) $242 Shares 1,146 Est. Cost $163.95 Unrealized +27.7%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $111 Shares 166 Est. Cost $580.23 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $108 Shares 577 Est. Cost $174.29 Unrealized 0.0%
SEMR SEMrush Holdings Inc 0.0%
Value ($000) $87 Shares 12,249 Est. Cost $13.56 Unrealized -39.9%
TSLA Tesla Inc 0.0%
Value ($000) $12 Shares 26 Est. Cost $346.84 Unrealized 0.0%
AVGO Broadcom Inc 0.0%
Value ($000) $9 Shares 28 Est. Cost $305.74 Unrealized 0.0%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $374.94 Unrealized -20.3%