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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 6 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MUB ISHARES TR 6,937.0 $747K 0.20% -2K -24.3% $107.62 -1.8%
102 NVS NOVARTIS AG Healthcare 4,760.0 $746K 0.20% $156.72 +2.3%
103 SCCO SOUTHERN COPPER CORP Basic Materials 4,238.0 $739K 0.20% +1K +35.7% $174.27 +11.7%
104 RLY SSGA ACTIVE ETF TR 21,241.0 $733K 0.20% +2K +8.0% $34.51 +8.4%
105 HII HUNTINGTON INGALLS INDS INC Industrials 2,613.0 $731K 0.20% +397.0 +17.9% $279.88 +11.4%
106 IVE ISHARES TR 3,108.0 $706K 0.19% -444.0 -12.5% $227.08 +5.0%
107 CDNS CADENCE DESIGN SYSTEM INC Technology 1,880.0 $706K 0.19% +21.0 +1.1% $375.32 -16.1%
108 AMAT APPLIED MATLS INC Technology 964.0 $697K 0.19% +11.0 +1.1% $722.83 -31.4%
109 CL COLGATE PALMOLIVE CO Consumer Defensive 7,509.0 $688K 0.19% +68.0 +0.9% $91.68 -0.9%
110 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 36,329.0 $686K 0.18% -220.0 -0.6% $18.87 +14.6%
111 PSTG EVERPURE INC 8,623.0 $679K 0.18% +556.0 +6.9% $78.79
112 AGX ARGAN INC Industrials 826.0 $660K 0.18% NEW $798.55 -33.9%
113 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 13,064.0 $651K 0.18% +3K +29.2% $49.86 +21.5%
114 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,416.0 $650K 0.18% -37.0 -2.5% $459.13 +16.2%
115 OKEANIS ECO TANKERS COR 12,951.0 $649K 0.17% NEW $50.12
116 CYTK CYTOKINETICS INC Healthcare 7,419.0 $632K 0.17% $85.19 -8.7%
117 PHYL PGIM ETF TR 17,793.0 $621K 0.17% +2K +15.8% $34.88 -0.1%
118 VGSH VANGUARD SCOTTSDALE FDS 10,381.0 $604K 0.16% $58.20 -0.1%
119 DGRO ISHARES TR 7,967.0 $604K 0.16% $75.79 +5.6%
120 VSAT VIASAT INC Technology 6,477.0 $582K 0.16% NEW $89.81 -14.6%
Page 6 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%