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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $340M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 10 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MP MP MATERIALS CORP Basic Materials 7,162.0 $362K 0.11% NEW $50.52 +10.1%
182 SXC SUNCOKE ENERGY INC Energy 49,921.0 $359K 0.11% NEW $7.20 +16.8%
183 DVN DEVON ENERGY CORP NEW Energy 9,569.0 $351K 0.10% NEW $36.63 +16.3%
184 SCHD SCHWAB STRATEGIC TR 12,622.0 $346K 0.10% NEW $27.43 +16.5%
185 CRM SALESFORCE INC Technology 1,290.0 $342K 0.10% NEW $264.86 -43.3%
186 PG PROCTER AND GAMBLE CO Consumer Defensive 2,369.0 $340K 0.10% NEW $143.33 +3.6%
187 SHOP SHOPIFY INC Technology 2,076.0 $334K 0.10% NEW $160.94 -30.6%
188 EFV ISHARES TR 4,543.0 $324K 0.10% NEW $71.41 +6.7%
189 SPGI S&P GLOBAL INC Financial Services 618.0 $323K 0.10% NEW $522.27 -24.3%
190 ASTRAZENECA PLC 3,503.0 $322K 0.10% NEW $91.94
191 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,964.0 $318K 0.09% NEW $161.98 -23.1%
192 USRT ISHARES TR 5,577.0 $318K 0.09% NEW $56.96 +17.3%
193 IWV ISHARES TR 818.0 $317K 0.09% NEW $386.98 +8.1%
194 KRP KIMBELL RTY PARTNERS LP Energy 26,300.0 $309K 0.09% NEW $11.76 +25.4%
195 BALL BALL CORP Consumer Cyclical 5,830.0 $309K 0.09% NEW $52.97 +15.9%
196 SLB SLB LIMITED Energy 8,032.0 $308K 0.09% NEW $38.38 +23.6%
197 UNH UNITEDHEALTH GROUP INC Healthcare 929.0 $307K 0.09% NEW $329.97 +25.9%
198 RF REGIONS FINANCIAL CORP NEW Financial Services 11,096.0 $301K 0.09% NEW $27.10 +10.6%
199 ADBE ADOBE INC Technology 855.0 $299K 0.09% NEW $349.99 -44.7%
200 VUG VANGUARD INDEX FDS 607.0 $296K 0.09% NEW $487.81 -83.0%
Page 10 of 12  ·  238 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 33.3%
Financial Services 14.7%
Industrials 13.3%
Healthcare 7.3%
Energy 7.1%
Communication Services 6.9%
Consumer Cyclical 6.6%
Basic Materials 4.5%
Consumer Defensive 4.2%
Utilities 2.0%