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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $370M AUM 223 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 99 Added 56 Reduced 14 Exited
Page 1 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSG ISHARES TR 227,402.0 $42.8M 11.55% $188.09 +1.6%
2 IUSV ISHARES TR 368,402.0 $40.6M 10.96% +8K +2.1% $110.15 +4.1%
3 VO VANGUARD INDEX FDS 271,700.0 $21.9M 5.91% +205K +308.3% $80.57 +3.2%
4 DFAI DIMENSIONAL ETF TRUST 445,022.0 $18.4M 4.96% NEW $41.25 +4.0%
5 PSC PRINCIPAL EXCHANGE TRADED FD 243,029.0 $17.0M 4.60% +5K +1.9% $70.12 -0.4%
6 WCME FIRST TR EXCHANGE-TRADED FD 544,556.0 $10.7M 2.88% NEW $19.62 -4.7%
7 AAPL APPLE INC Technology 29,163.0 $8.4M 2.28% $289.36 +7.1%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,787.0 $6.6M 1.77% -733.0 -7.7% $746.81 +2.8%
9 GOOGL ALPHABET INC Communication Services 17,081.0 $6.1M 1.65% -521.0 -3.0% $357.37 -3.7%
10 NVDA NVIDIA CORPORATION Technology 26,833.0 $5.4M 1.45% $200.09 +9.8%
11 CSRE COHEN & STEERS ETF TRUST 174,237.0 $4.9M 1.33% NEW $28.38 +1.9%
12 MU MICRON TECHNOLOGY INC Technology 3,746.0 $4.3M 1.17% -34.0 -0.9% $1154.34 -18.5%
13 AMZN AMAZON COM INC Consumer Cyclical 16,932.0 $4.0M 1.09% -319.0 -1.9% $238.34 +8.9%
14 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,337.0 $4.0M 1.07% $477.57 -13.4%
15 MSFT MICROSOFT CORP Technology 10,658.0 $4.0M 1.07% -195.0 -1.8% $373.03 +29.1%
16 REGN REGENERON PHARMACEUTICALS Healthcare 5,556.0 $3.5M 0.94% $623.54 +29.9%
17 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 4,359.0 $3.1M 0.83% $703.34 +0.1%
18 AVGO BROADCOM INC Technology 7,605.0 $2.9M 0.78% +58.0 +0.8% $377.77 +0.6%
19 GOOG ALPHABET INC Communication Services 7,325.0 $2.6M 0.70% +224.0 +3.1% $353.34 -3.4%
20 AMD ADVANCED MICRO DEVICES INC Technology 4,420.0 $2.6M 0.69% +139.0 +3.2% $580.94 -16.6%
Page 1 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Industrials 14.4%
Financial Services 12.8%
Energy 6.7%
Healthcare 6.6%
Communication Services 6.5%
Basic Materials 4.8%
Consumer Cyclical 4.0%
Consumer Defensive 3.0%
Utilities 3.0%