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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 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HL HECLA MINING COMPANY Basic Materials 15,706.0 $242K 0.07% +5K +52.3% $15.43 +30.0%
202 IJH ISHARES TR 3,141.0 $242K 0.07% $77.11 -0.0%
203 SPYV SPDR SERIES TRUST 3,931.0 $239K 0.07% -54.0 -1.4% $60.79 +5.2%
204 ORCL ORACLE CORP Technology 1,619.0 $237K 0.06% -55.0 -3.3% $146.56 -1.7%
205 VOOG VANGUARD ADMIRAL FDS INC 2,842.0 $235K 0.06% +2K +451.8% $82.62 +1.5%
206 COF CAPITAL ONE FINL CORP Financial Services 1,169.0 $235K 0.06% +32.0 +2.8% $200.65 +10.2%
207 IBM INTERNATIONAL BUSINESS MACHS Technology 823.0 $232K 0.06% -3K -78.0% $281.33 -15.7%
208 QCOM QUALCOMM INC Technology 1,248.0 $231K 0.06% NEW $184.77 -11.7%
209 COP CONOCOPHILLIPS Energy 2,094.0 $218K 0.06% +22.0 +1.1% $103.95 +25.7%
210 MCK MCKESSON CORP Healthcare 288.0 $217K 0.06% +33.0 +12.9% $754.94 +14.9%
211 MAR MARRIOTT INTL INC NEW Consumer Cyclical 586.0 $217K 0.06% NEW $370.75 -2.6%
212 VB VANGUARD INDEX FDS 716.0 $217K 0.06% NEW $303.14 +0.9%
213 PNC PNC FINL SVCS GROUP INC Financial Services 870.0 $214K 0.06% NEW $246.32 +0.1%
214 ABT ABBOTT LABORATORIES Healthcare 2,334.0 $212K 0.06% -587.0 -20.1% $90.74 +26.3%
215 SECT NORTHERN LTS FD TR IV 2,917.0 $210K 0.06% NEW $72.06 -0.1%
216 TMO THERMO FISHER SCIENTIFIC INC Healthcare 406.0 $203K 0.06% -34.0 -7.7% $500.97 +22.8%
217 USRT ISHARES TR 3,038.0 $202K 0.06% -3K -48.0% $66.45 +0.9%
218 QTUM ETF SER SOLUTIONS 1,218.0 $201K 0.05% NEW $165.38 -9.2%
219 HMY HARMONY GOLD MNG LTD Basic Materials 10,906.0 $166K 0.04% -4K -27.0% $15.21 +37.4%
220 NOK NOKIA CORP Technology 11,306.0 $150K 0.04% NEW $13.28 -23.3%
Page 11 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%