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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 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAI DIMENSIONAL ETF TRUST 445,022.0 $18.4M 4.96% NEW $41.25 +4.3%
2 WCME FIRST TR EXCHANGE-TRADED FD 544,556.0 $10.7M 2.88% NEW $19.62 -3.6%
3 CSRE COHEN & STEERS ETF TRUST 174,237.0 $4.9M 1.33% NEW $28.38 +1.8%
4 MTZ MASTEC INC Industrials 3,230.0 $1.3M 0.36% NEW $416.06 -34.1%
5 SEI SOLARIS ENERGY INFRAS INC Energy 13,214.0 $1.1M 0.29% NEW $80.46 -28.4%
6 BE BLOOM ENERGY CORP Industrials 3,418.0 $1.0M 0.28% NEW $302.70 -33.1%
7 FBND FIDELITY MERRIMACK STR TR 22,412.0 $1.0M 0.28% NEW $45.49 -1.0%
8 TOTL SSGA ACTIVE ETF TR 25,136.0 $992K 0.27% NEW $39.47 -1.6%
9 SCHK SCHWAB STRATEGIC TR 26,143.0 $943K 0.26% NEW $36.06 +3.0%
10 RKLB ROCKET LAB CORP Industrials 7,765.0 $789K 0.21% NEW $101.65 -24.8%
11 CLS CELESTICA INC Technology 2,142.0 $781K 0.21% NEW $364.80 -17.1%
12 ETN EATON CORP PLC Industrials 1,775.0 $756K 0.20% NEW $426.20 -0.3%
13 AGX ARGAN INC Industrials 826.0 $660K 0.18% NEW $798.55 -33.6%
14 OKEANIS ECO TANKERS COR 12,951.0 $649K 0.17% NEW $50.12
15 VSAT VIASAT INC Technology 6,477.0 $582K 0.16% NEW $89.81 -14.5%
16 INTC INTEL CORP Technology 3,788.0 $529K 0.14% NEW $139.63 -33.2%
17 PANW PALO ALTO NETWORKS INC Technology 1,080.0 $368K 0.10% NEW $341.02 +4.9%
18 SATL SATELLOGIC INC Technology 59,576.0 $341K 0.09% NEW $5.72 -2.4%
19 DGRW WISDOMTREE TR 3,526.0 $337K 0.09% NEW $95.61 +4.2%
20 LUNR INTUITIVE MACHINES INC Industrials 14,395.0 $308K 0.08% NEW $21.39 -15.0%
Page 1 of 2  ·  36 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%