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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 4 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPC MARATHON PETE CORP Energy 4,463.0 $1.1M 0.31% +1K +46.3% $255.68 +41.1%
62 ABBV ABBVIE INC Healthcare 4,514.0 $1.1M 0.31% -60.0 -1.3% $251.63 +5.7%
63 LITE LUMENTUM HLDGS INC Technology 1,252.0 $1.1M 0.29% -457.0 -26.7% $858.20 -3.6%
64 BERKSHIRE HATHAWAY INC DEL 2,126.0 $1.1M 0.29% $500.39
65 SEI SOLARIS ENERGY INFRAS INC Energy 13,214.0 $1.1M 0.29% NEW $80.46 -26.9%
66 HD HOME DEPOT INC Consumer Cyclical 2,981.0 $1.1M 0.28% -96.0 -3.1% $352.71 -2.4%
67 CIEN CIENA CORP Technology 2,135.0 $1.0M 0.28% -715.0 -25.1% $490.51 -18.6%
68 IWD ISHARES TR 4,286.0 $1.0M 0.28% $242.42 +6.7%
69 BE BLOOM ENERGY CORP Industrials 3,418.0 $1.0M 0.28% NEW $302.70 -31.7%
70 WM WASTE MGMT INC DEL Industrials 4,625.0 $1.0M 0.28% -965.0 -17.3% $222.89 +1.0%
71 FBND FIDELITY MERRIMACK STR TR 22,412.0 $1.0M 0.28% NEW $45.49 -0.9%
72 MA MASTERCARD INCORPORATED Financial Services 1,956.0 $1.0M 0.27% -33.0 -1.7% $513.61 +11.7%
73 FLS FLOWSERVE CORP Industrials 13,441.0 $997K 0.27% +579.0 +4.5% $74.16 +5.0%
74 FAST FASTENAL CO Industrials 20,691.0 $994K 0.27% +2K +9.9% $48.03 +7.1%
75 TOTL SSGA ACTIVE ETF TR 25,136.0 $992K 0.27% NEW $39.47 -1.4%
76 GILD GILEAD SCIENCES INC Healthcare 7,784.0 $983K 0.27% +711.0 +10.1% $126.34 +16.8%
77 CSCO CISCO SYS INC Technology 8,277.0 $972K 0.26% -813.0 -8.9% $117.47 -5.9%
78 KLAC KLA CORP Technology 3,185.0 $961K 0.26% +3K +927.4% $301.74 -37.9%
79 SCHK SCHWAB STRATEGIC TR 26,143.0 $943K 0.26% NEW $36.06 +2.9%
80 EFIV SPDR SERIES TRUST 12,909.0 $941K 0.25% +553.0 +4.5% $72.93 +3.2%
Page 4 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%