BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNV FRANCO NEV CORP Basic Materials 2,673.0 $557K 0.15% +95.0 +3.7% $208.46 +27.5%
62 GE GE AEROSPACE Industrials 1,399.0 $523K 0.14% +63.0 +4.7% $373.79 -6.8%
63 CEF SPROTT ASSET MANAGEMENT LP Financial Services 12,692.0 $511K 0.14% +894.0 +7.6% $40.23 +17.4%
64 KRP KIMBELL RTY PARTNERS LP Energy 35,035.0 $509K 0.14% +4K +11.4% $14.53 +6.0%
65 BHP BHP BILLITON LIMITED Basic Materials 6,014.0 $501K 0.14% +174.0 +3.0% $83.31 +16.5%
66 ERO ERO COPPER CORP Basic Materials 18,302.0 $490K 0.13% +3K +19.2% $26.75 +47.4%
67 MP MP MATERIALS CORP Basic Materials 8,632.0 $484K 0.13% +884.0 +11.4% $56.01 +7.2%
68 ESGD ISHARES TR 4,680.0 $481K 0.13% +414.0 +9.7% $102.80 +4.4%
69 DYNF BLACKROCK ETF TRUST 6,914.0 $470K 0.13% +56.0 +0.8% $68.01 +1.6%
70 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,591.0 $462K 0.12% +179.0 +12.7% $290.67 -8.2%
71 PAAS PAN AMERN SILVER CORP Basic Materials 10,073.0 $451K 0.12% +441.0 +4.6% $44.79 +18.5%
72 ANGLOGOLD ASHANTI PLC 5,355.0 $433K 0.12% +241.0 +4.7% $80.88
73 AEM AGNICO EAGLE MINES LTD Basic Materials 2,774.0 $430K 0.12% +221.0 +8.7% $155.11 +39.3%
74 UNH UNITEDHEALTH GROUP INC Healthcare 999.0 $415K 0.11% +170.0 +20.5% $415.75 -6.2%
75 OUNZ VANECK MERK GOLD ETF Financial Services 10,738.0 $414K 0.11% +650.0 +6.4% $38.59 +15.0%
76 PLTR PALANTIR TECHNOLOGIES INC Technology 3,477.0 $406K 0.11% +89.0 +2.6% $116.67 +54.2%
77 VALE VALE S A Basic Materials 26,589.0 $400K 0.11% +4K +18.9% $15.04 -3.0%
78 BAC BANK OF AMER CORP Financial Services 7,009.0 $399K 0.11% +158.0 +2.3% $56.98 +8.3%
79 SILJ AMPLIFY ETF TR 15,147.0 $393K 0.11% +751.0 +5.2% $25.92 +23.2%
80 IWV ISHARES TR 891.0 $380K 0.10% +51.0 +6.1% $426.62 +2.3%
Page 4 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 38.7%
Industrials 14.6%
Financial Services 13.0%
Energy 6.8%
Healthcare 6.7%
Communication Services 5.1%
Basic Materials 4.9%
Consumer Cyclical 4.1%
Consumer Defensive 3.0%
Utilities 3.0%