BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNP UNION PAC CORP Industrials 2,129.0 $579K 0.16% +15.0 +0.7% $271.95 +11.8%
122 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 616.0 $576K 0.15% +30.0 +5.1% $934.93 -0.2%
123 SLB SLB LIMITED Energy 12,335.0 $573K 0.15% +4K +40.8% $46.49 +15.2%
124 RTX RTX CORPORATION Industrials 3,008.0 $571K 0.15% +35.0 +1.2% $189.75 +11.9%
125 NOBL PROSHARES TR 10,124.0 $569K 0.15% +5K +94.5% $56.16 +4.0%
126 VOO VANGUARD INDEX FDS 827.0 $568K 0.15% +6.0 +0.7% $687.18 +2.0%
127 IJR ISHARES TR 3,832.0 $568K 0.15% $148.30 -1.3%
128 EQT EQT CORP Energy 10,666.0 $567K 0.15% +356.0 +3.5% $53.17 +1.4%
129 FNV FRANCO NEV CORP Basic Materials 2,673.0 $557K 0.15% +95.0 +3.7% $208.46 +23.8%
130 INTC INTEL CORP Technology 3,788.0 $529K 0.14% NEW $139.63 -34.0%
131 GWW WW GRAINGER INC Industrials 387.0 $527K 0.14% -8.0 -2.0% $1361.06 -4.5%
132 GE GE AEROSPACE Industrials 1,399.0 $523K 0.14% +63.0 +4.7% $373.79 -7.8%
133 IWR ISHARES TR 4,665.0 $515K 0.14% $110.31 +2.1%
134 CEF SPROTT ASSET MANAGEMENT LP Financial Services 12,692.0 $511K 0.14% +894.0 +7.6% $40.23 +15.1%
135 KRP KIMBELL RTY PARTNERS LP Energy 35,035.0 $509K 0.14% +4K +11.4% $14.53 +4.4%
136 NEE NEXTERA ENERGY INC Utilities 5,781.0 $507K 0.14% -298.0 -4.9% $87.77 -3.1%
137 BHP BHP BILLITON LIMITED Basic Materials 6,014.0 $501K 0.14% +174.0 +3.0% $83.31 +12.4%
138 TRV TRAVELERS COMPANIES INC Financial Services 1,500.0 $495K 0.13% -42.0 -2.7% $330.05 +10.4%
139 PM PHILIP MORRIS INTL INC Consumer Defensive 2,736.0 $495K 0.13% -187.0 -6.4% $180.88 +5.9%
140 ERO ERO COPPER CORP Basic Materials 18,302.0 $490K 0.13% +3K +19.2% $26.75 +34.7%
Page 7 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%