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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 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSV ISHARES TR 368,402.0 $40.6M 10.96% +8K +2.1% $110.15 +5.0%
2 VO VANGUARD INDEX FDS 271,700.0 $21.9M 5.91% +205K +308.3% $80.57 +3.4%
3 PSC PRINCIPAL EXCHANGE TRADED FD 243,029.0 $17.0M 4.60% +5K +1.9% $70.12 -0.0%
4 AVGO BROADCOM INC Technology 7,605.0 $2.9M 0.78% +58.0 +0.8% $377.77 -3.6%
5 GOOG ALPHABET INC Communication Services 7,325.0 $2.6M 0.70% +224.0 +3.1% $353.34 -3.5%
6 AMD ADVANCED MICRO DEVICES INC Technology 4,420.0 $2.6M 0.69% +139.0 +3.2% $580.94 -19.7%
7 ANET ARISTA NETWORKS INC Technology 14,695.0 $2.5M 0.67% +321.0 +2.2% $169.88 +10.7%
8 CRS CARPENTER TECHNOLOGY CORP Industrials 3,681.0 $2.3M 0.61% +286.0 +8.4% $616.78 -17.1%
9 IEFA ISHARES TR 23,201.0 $2.2M 0.60% +677.0 +3.0% $96.58 +3.7%
10 EFA ISHARES TR 21,009.0 $2.2M 0.59% +2K +9.4% $103.88 +3.5%
11 SCHP SCHWAB STRATEGIC TR 81,100.0 $2.1M 0.58% +3K +4.0% $26.50 -1.8%
12 GLW CORNING INC Technology 7,705.0 $2.0M 0.53% +431.0 +5.9% $255.44 -40.5%
13 IVV ISHARES TR 2,615.0 $2.0M 0.53% +875.0 +50.3% $749.02 +3.2%
14 QBTS D-WAVE QUANTUM INC Technology 78,798.0 $1.9M 0.51% +22K +38.2% $23.99 -19.7%
15 LRCX LAM RESEARCH CORP Technology 4,219.0 $1.8M 0.49% +24.0 +0.6% $433.34 -28.8%
16 IWF ISHARES TR 14,629.0 $1.8M 0.49% +10K +193.0% $124.17 -1.2%
17 JPM JPMORGAN CHASE & CO Financial Services 4,507.0 $1.5M 0.40% +74.0 +1.7% $327.31 +9.2%
18 META META PLATFORMS INC Communication Services 2,612.0 $1.5M 0.40% +208.0 +8.7% $563.26 -1.8%
19 ASML ASML HLDG NV Technology 739.0 $1.5M 0.40% +86.0 +13.2% $1989.88 -11.5%
20 ORA ORMAT TECHNOLOGIES INC Utilities 13,058.0 $1.4M 0.38% +8K +177.5% $108.90 +1.6%
Page 1 of 5  ·  99 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%