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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 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AZN ASTRAZENECA PLC Healthcare 1,623.0 $308K 0.08% NEW $189.64 -12.9%
182 RF REGIONS FINANCIAL CORP NEW Financial Services 10,142.0 $306K 0.08% $30.20 +1.7%
183 CGIE CAPITAL GROUP INTERNATIONAL 8,262.0 $304K 0.08% NEW $36.78 +2.8%
184 SNDK SANDISK CORP Technology 133.0 $302K 0.08% NEW $2273.73 -31.1%
185 BX BLACKSTONE INC Financial Services 2,566.0 $302K 0.08% $117.69 +23.2%
186 IXUS ISHARES TR 3,110.0 $297K 0.08% NEW $95.43 +1.7%
187 MCD MCDONALDS CORP Consumer Cyclical 1,092.0 $295K 0.08% -93.0 -7.8% $270.37 -0.8%
188 RGLD ROYAL GOLD INC Basic Materials 1,466.0 $293K 0.08% -441.0 -23.1% $199.59 +23.2%
189 BAI BLACKROCK ETF TRUST 5,528.0 $291K 0.08% NEW $52.72 -16.1%
190 WDC WESTERN DIGITAL CORP Technology 455.0 $291K 0.08% -828.0 -64.5% $639.18 -27.6%
191 SMH VANECK ETF TRUST 433.0 $284K 0.08% NEW $655.89 -14.2%
192 PG PROCTER & GAMBLE CO Consumer Defensive 1,868.0 $274K 0.07% -130.0 -6.5% $146.66 -1.4%
193 MRVL MARVELL TECHNOLOGY INC Technology 915.0 $273K 0.07% NEW $297.86 -21.3%
194 SHY ISHARES TR 3,146.0 $258K 0.07% -492.0 -13.5% $82.12 -0.1%
195 XJR ISHARES TR 4,884.0 $258K 0.07% NEW $52.75 -0.8%
196 EFG ISHARES TR 2,012.0 $250K 0.07% +46.0 +2.3% $124.42 +0.7%
197 VTV VANGUARD INDEX FDS 1,140.0 $249K 0.07% -24.0 -2.1% $218.01 +4.3%
198 VIAV VIAVI SOLUTIONS INC Technology 5,158.0 $246K 0.07% NEW $47.75 -18.2%
199 VLO VALERO ENERGY CORP Energy 934.0 $243K 0.07% +10.0 +1.1% $260.58 +32.4%
200 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,975.0 $243K 0.07% +102.0 +5.5% $123.13 +28.3%
Page 10 of 12  ·  223 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%