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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTUM ISHARES TR 1,283.0 $440K 0.12% -281.0 -18.0% $342.83 -10.8%
42 MS MORGAN STANLEY Financial Services 2,095.0 $438K 0.12% -82.0 -3.8% $209.05 +2.5%
43 NFLX NETFLIX INC. Communication Services 4,477.0 $320K 0.09% -113.0 -2.5% $71.40 +12.4%
44 MCD MCDONALDS CORP Consumer Cyclical 1,092.0 $295K 0.08% -93.0 -7.8% $270.37 -1.1%
45 RGLD ROYAL GOLD INC Basic Materials 1,466.0 $293K 0.08% -441.0 -23.1% $199.59 +24.3%
46 WDC WESTERN DIGITAL CORP Technology 455.0 $291K 0.08% -828.0 -64.5% $639.18 -27.7%
47 PG PROCTER & GAMBLE CO Consumer Defensive 1,868.0 $274K 0.07% -130.0 -6.5% $146.66 -1.5%
48 SHY ISHARES TR 3,146.0 $258K 0.07% -492.0 -13.5% $82.12 -0.1%
49 VTV VANGUARD INDEX FDS 1,140.0 $249K 0.07% -24.0 -2.1% $218.01 +4.1%
50 SPYV SPDR SERIES TRUST 3,931.0 $239K 0.07% -54.0 -1.4% $60.79 +5.1%
51 ORCL ORACLE CORP Technology 1,619.0 $237K 0.06% -55.0 -3.3% $146.56 -1.9%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 823.0 $232K 0.06% -3K -78.0% $281.33 -15.7%
53 ABT ABBOTT LABORATORIES Healthcare 2,334.0 $212K 0.06% -587.0 -20.1% $90.74 +26.1%
54 TMO THERMO FISHER SCIENTIFIC INC Healthcare 406.0 $203K 0.06% -34.0 -7.7% $500.97 +22.5%
55 USRT ISHARES TR 3,038.0 $202K 0.06% -3K -48.0% $66.45 +1.0%
56 HMY HARMONY GOLD MNG LTD Basic Materials 10,906.0 $166K 0.04% -4K -27.0% $15.21 +38.7%
Page 3 of 3  ·  56 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%