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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GDX VANECK ETF TRUST 4,934.0 $372K 0.10% +163.0 +3.4% $75.45 +29.0%
82 NEM NEWMONT CORP Basic Materials 3,966.0 $370K 0.10% +123.0 +3.2% $93.40 +33.9%
83 B BARRICK MNG CORP Basic Materials 9,891.0 $363K 0.10% +634.0 +6.8% $36.73 +22.9%
84 LIN LINDE PLC Basic Materials 694.0 $360K 0.10% +23.0 +3.4% $518.81 -7.3%
85 AGI ALAMOS GOLD INC Basic Materials 11,249.0 $341K 0.09% +871.0 +8.4% $30.34 +17.8%
86 VUG VANGUARD INDEX FDS 3,912.0 $337K 0.09% +3K +500.0% $86.13 +2.1%
87 TXN TEXAS INSTRS INC Technology 1,128.0 $336K 0.09% +42.0 +3.9% $298.18 -10.3%
88 PPA INVESCO EXCHANGE TRADED FD T 1,894.0 $335K 0.09% +72.0 +4.0% $176.65 +1.6%
89 AG FIRST MAJESTIC SILVER CORP Basic Materials 19,301.0 $327K 0.09% +976.0 +5.3% $16.96 +22.9%
90 GDXJ VANECK ETF TRUST 3,219.0 $316K 0.09% +45.0 +1.4% $98.25 +28.8%
91 EFG ISHARES TR 2,012.0 $250K 0.07% +46.0 +2.3% $124.42 +0.8%
92 VLO VALERO ENERGY CORP Energy 934.0 $243K 0.07% +10.0 +1.1% $260.58 +32.9%
93 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,975.0 $243K 0.07% +102.0 +5.5% $123.13 +27.7%
94 HL HECLA MINING COMPANY Basic Materials 15,706.0 $242K 0.07% +5K +52.3% $15.43 +33.1%
95 VOOG VANGUARD ADMIRAL FDS INC 2,842.0 $235K 0.06% +2K +451.8% $82.62 +1.4%
96 COF CAPITAL ONE FINL CORP Financial Services 1,169.0 $235K 0.06% +32.0 +2.8% $200.65 +10.0%
97 COP CONOCOPHILLIPS Energy 2,094.0 $218K 0.06% +22.0 +1.1% $103.95 +25.6%
98 MCK MCKESSON CORP Healthcare 288.0 $217K 0.06% +33.0 +12.9% $754.94 +13.1%
99 ASM AVINO SILVER & GOLD MINES LT Basic Materials 15,389.0 $98K 0.03% +2K +18.2% $6.34 +19.4%
Page 5 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%