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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 3,465 $783K 0.28% SOLD
2 EMR EMERSON ELEC CO Industrials 5,497 $720K 0.26% SOLD
3 AVAV AEROVIRONMENT INC Industrials 2,879 $527K 0.19% SOLD
4 SYM SYMBOTIC INC Industrials 9,160 $487K 0.17% SOLD
5 SXC SUNCOKE ENERGY INC Energy 70,896 $462K 0.17% SOLD
6 EFV ISHARES TR 4,519 $336K 0.12% SOLD
7 GPC GENUINE PARTS CO Consumer Cyclical 3,105 $328K 0.12% SOLD
8 QUAL ISHARES TR 1,330 $255K 0.09% SOLD
9 INTU INTUIT Technology 545 $236K 0.08% SOLD
10 KGC KINROSS GOLD CORP Basic Materials 7,647 $233K 0.08% SOLD
11 PEP PEPSICO INC Consumer Defensive 1,451 $225K 0.08% SOLD
12 CRM SALESFORCE INC Technology 1,180 $220K 0.08% SOLD
13 XLK SELECT SECTOR SPDR TR 1,560 $207K 0.07% SOLD
14 EQX EQUINOX GOLD CORP Basic Materials 13,508 $195K 0.07% SOLD
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%