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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 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 2,398.0 $1.8M 0.48% -44.0 -1.8% $736.42 -2.8%
42 TER TERADYNE INC Technology 3,390.0 $1.6M 0.44% -185.0 -5.2% $483.81 -21.5%
43 IEMG ISHARES INC 19,078.0 $1.6M 0.43% -2K -7.6% $82.84 -2.7%
44 JPM JPMORGAN CHASE & CO Financial Services 4,507.0 $1.5M 0.40% +74.0 +1.7% $327.31 +9.2%
45 META META PLATFORMS INC Communication Services 2,612.0 $1.5M 0.40% +208.0 +8.7% $563.26 -3.1%
46 ASML ASML HLDG NV Technology 739.0 $1.5M 0.40% +86.0 +13.2% $1989.88 -12.0%
47 ORA ORMAT TECHNOLOGIES INC Utilities 13,058.0 $1.4M 0.38% +8K +177.5% $108.90 +1.3%
48 HWM HOWMET AEROSPACE INC Industrials 5,208.0 $1.4M 0.38% -42.0 -0.8% $268.85 +5.4%
49 BWXT BWX TECHNOLOGIES INC Industrials 7,153.0 $1.4M 0.38% -3K -27.9% $194.64 -16.6%
50 HPE HEWLETT PACKARD ENTERPRISE C Technology 30,749.0 $1.4M 0.38% +1K +4.6% $45.11 +17.8%
51 MTZ MASTEC INC Industrials 3,230.0 $1.3M 0.36% NEW $416.06 -34.6%
52 WMB WILLIAMS COS INC Energy 17,952.0 $1.3M 0.36% +694.0 +4.0% $74.34 -1.5%
53 VRT VERTIV HOLDINGS CO Industrials 3,932.0 $1.3M 0.35% -865.0 -18.0% $334.83 -22.0%
54 OKE ONEOK INC NEW Energy 14,681.0 $1.3M 0.34% +1K +8.7% $86.94 +10.4%
55 JBL JABIL INC Technology 3,265.0 $1.3M 0.34% -270.0 -7.6% $385.48 -16.3%
56 BLUEROCK PVT REAL ESTATE FD 95,938.0 $1.2M 0.34% -10K -9.2% $13.01
57 PH PARKER-HANNIFIN CORP Industrials 1,250.0 $1.2M 0.33% +30.0 +2.5% $978.10 +4.6%
58 VTEB VANGUARD MUN BD FDS 24,020.0 $1.2M 0.33% $50.58 -1.8%
59 APP APPLOVIN CORP Technology 2,320.0 $1.2M 0.32% +675.0 +41.0% $515.27 -39.7%
60 CVX CHEVRON CORPORATION Energy 6,934.0 $1.1M 0.31% +156.0 +2.3% $165.77 +24.1%
Page 3 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%