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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $280M AUM 201 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 35 Added 142 Reduced 44 Exited
Page 6 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEE NEXTERA ENERGY INC Utilities 6,079.0 $565K 0.20% -419.0 -6.5% $92.89 -5.6%
102 CEF SPROTT ASSET MANAGEMENT LP Financial Services 11,798.0 $563K 0.20% -3K -21.6% $47.72 -16.6%
103 DGRO ISHARES TR 7,967.0 $559K 0.20% -775.0 -8.9% $70.18 +7.5%
104 NOBL PROSHARES TR 5,205.0 $552K 0.20% +223.0 +4.5% $106.02 -47.4%
105 SCCO SOUTHERN COPPER CORP Basic Materials 3,123.0 $537K 0.19% -279.0 -8.2% $172.08 +1.5%
106 PHYL PGIM ETF TR 15,358.0 $532K 0.19% +1K +9.8% $34.63 +1.3%
107 AVAV AEROVIRONMENT INC Industrials 2,879.0 $527K 0.19% +238.0 +9.0% $183.05 -25.3%
108 ORA ORMAT TECHNOLOGIES INC Utilities 4,705.0 $527K 0.19% -441.0 -8.6% $111.91 +7.3%
109 NVT NVENT ELEC PLC Industrials 4,449.0 $526K 0.19% -574.0 -11.4% $118.29 +45.3%
110 PAAS PAN AMERN SILVER CORP Basic Materials 9,632.0 $526K 0.19% -236.0 -2.4% $54.63 -17.6%
111 DVN DEVON ENERGY CORP NEW Energy 10,405.0 $524K 0.19% +836.0 +8.7% $50.32 -15.3%
112 AEM AGNICO EAGLE MINES LTD Basic Materials 2,553.0 $518K 0.18% -52.0 -2.0% $202.95 -23.0%
113 CDNS CADENCE DESIGN SYSTEM INC Technology 1,859.0 $517K 0.18% $277.87 +32.5%
114 UNP UNION PAC CORP Industrials 2,114.0 $513K 0.18% -200.0 -8.6% $242.59 +10.4%
115 LOW LOWES COS INC Consumer Cyclical 2,110.0 $499K 0.18% -64.0 -2.9% $236.30 -6.1%
116 ANGLOGOLD ASHANTI PLC 5,114.0 $498K 0.18% -219.0 -4.1% $97.37
117 PLTR PALANTIR TECHNOLOGIES INC Technology 3,388.0 $496K 0.18% -4K -51.1% $146.28 -26.7%
118 VOO VANGUARD INDEX FDS 821.0 $491K 0.17% +39.0 +5.0% $597.90 +13.1%
119 CYTK CYTOKINETICS INC Healthcare 7,414.0 $489K 0.17% $65.91 +22.6%
120 SYM SYMBOTIC INC Industrials 9,160.0 $487K 0.17% -378.0 -4.0% $53.20 -23.4%
Page 6 of 11  ·  201 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 30.9%
Industrials 14.9%
Financial Services 14.5%
Healthcare 7.9%
Energy 7.5%
Communication Services 6.9%
Basic Materials 6.3%
Consumer Cyclical 4.7%
Consumer Defensive 3.8%
Utilities 2.6%