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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $280M AUM 201 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 35 Added 142 Reduced 44 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BHP BHP BILLITON LIMITED Basic Materials 5,840.0 $425K 0.15% NEW $72.74 +11.6%
2 ERO ERO COPPER CORP Basic Materials 15,356.0 $410K 0.15% NEW $26.67 -1.1%
3 VALE VALE S A Basic Materials 22,361.0 $356K 0.13% NEW $15.91 -5.0%
4 VLO VALERO ENERGY CORP Energy 924.0 $228K 0.08% NEW $247.16 +3.2%
5 EFG ISHARES TR 1,966.0 $219K 0.08% NEW $111.37 +10.5%
6 TXN TEXAS INSTRS INC Technology 1,086.0 $211K 0.07% NEW $194.13 +60.6%
7 ASM AVINO SILVER & GOLD MINES LT Basic Materials 13,018.0 $82K 0.03% NEW $6.32 -7.0%

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 30.9%
Industrials 14.9%
Financial Services 14.5%
Healthcare 7.9%
Energy 7.5%
Communication Services 6.9%
Basic Materials 6.3%
Consumer Cyclical 4.7%
Consumer Defensive 3.8%
Utilities 2.6%