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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 2 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 2,165.0 $2.5M 0.69% -131.0 -5.7% $1174.77 -16.0%
22 ANET ARISTA NETWORKS INC Technology 14,695.0 $2.5M 0.67% +321.0 +2.2% $169.88 +10.6%
23 AXP AMERICAN EXPRESS CO Financial Services 7,224.0 $2.4M 0.66% $338.25 +1.8%
24 CRS CARPENTER TECHNOLOGY CORP Industrials 3,681.0 $2.3M 0.61% +286.0 +8.4% $616.78 -16.7%
25 LLY ELI LILLY & CO Healthcare 1,872.0 $2.2M 0.61% $1199.20 +6.1%
26 IEFA ISHARES TR 23,201.0 $2.2M 0.60% +677.0 +3.0% $96.58 +3.9%
27 EFA ISHARES TR 21,009.0 $2.2M 0.59% +2K +9.4% $103.88 +3.7%
28 KO COCA COLA CO Consumer Defensive 26,620.0 $2.2M 0.58% -237.0 -0.9% $81.27 +10.2%
29 SCHP SCHWAB STRATEGIC TR 81,100.0 $2.1M 0.58% +3K +4.0% $26.50 -1.8%
30 COHR COHERENT CORP Technology 5,141.0 $2.0M 0.55% -263.0 -4.9% $394.44 -25.7%
31 IWM ISHARES TR 6,591.0 $2.0M 0.54% -145.0 -2.1% $300.44 +0.7%
32 GLW CORNING INC Technology 7,705.0 $2.0M 0.53% +431.0 +5.9% $255.44 -40.0%
33 IVV ISHARES TR 2,615.0 $2.0M 0.53% +875.0 +50.3% $749.02 +3.5%
34 FLEX FLEX LTD Technology 11,903.0 $1.9M 0.52% -2K -14.5% $162.07 -28.4%
35 CAT CATERPILLAR INC Industrials 1,797.0 $1.9M 0.52% $1064.99 -23.9%
36 QBTS D-WAVE QUANTUM INC Technology 78,798.0 $1.9M 0.51% +22K +38.2% $23.99 -18.5%
37 LRCX LAM RESEARCH CORP Technology 4,219.0 $1.8M 0.49% +24.0 +0.6% $433.34 -28.7%
38 IWF ISHARES TR 14,629.0 $1.8M 0.49% +10K +193.0% $124.17 -0.8%
39 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,865.0 $1.8M 0.49% -33.0 -1.7% $965.11 -11.5%
40 IVW ISHARES TR 12,928.0 $1.8M 0.48% $137.53 +1.8%
Page 2 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%