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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $340M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 8 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTO RENTOKIL INITIAL PLC Industrials 16,720.0 $493K 0.14% NEW $29.46 -1.6%
142 VOO VANGUARD INDEX FDS 782.0 $491K 0.14% NEW $627.46 +7.6%
143 SCCO SOUTHERN COPPER CORP Basic Materials 3,402.0 $488K 0.14% NEW $143.46 +22.4%
144 ARM ARM HOLDINGS PLC Technology 4,459.0 $487K 0.14% NEW $109.31 +206.3%
145 DYNF BLACKROCK ETF TRUST 7,967.0 $484K 0.14% NEW $60.81 +9.4%
146 IJR ISHARES TR 3,987.0 $479K 0.14% NEW $120.19 +22.4%
147 GWW WW GRAINGER INC Industrials 475.0 $479K 0.14% NEW $1008.25 +33.7%
148 INTU INTUIT Technology 718.0 $476K 0.14% NEW $662.80 -59.8%
149 CYTK CYTOKINETICS INC Healthcare 7,414.0 $471K 0.14% NEW $63.54 +30.6%
150 SILJ AMPLIFY ETF TR 16,885.0 $467K 0.14% NEW $27.67 -4.5%
151 OEF ISHARES TR 1,360.0 $466K 0.14% NEW $342.97 +4.9%
152 ANGLOGOLD ASHANTI PLC 5,333.0 $455K 0.13% NEW $85.28
153 TRV TRAVELERS COMPANIES INC Financial Services 1,567.0 $454K 0.13% NEW $290.04 +11.8%
154 GE GE AEROSPACE Industrials 1,459.0 $449K 0.13% NEW $308.01 +19.6%
155 AEM AGNICO EAGLE MINES LTD Basic Materials 2,605.0 $442K 0.13% NEW $169.54 -6.1%
156 SHYM BLACKROCK ETF TRUST II 19,801.0 $440K 0.13% NEW $22.22 +0.9%
157 BAC BANK AMERICA CORP Financial Services 7,927.0 $436K 0.13% NEW $55.00 +5.5%
158 GDX VANECK ETF TRUST 5,081.0 $436K 0.13% NEW $85.78 -9.1%
159 RGLD ROYAL GOLD INC Basic Materials 1,949.0 $433K 0.13% NEW $222.28 -5.8%
160 SO SOUTHERN CO Utilities 4,964.0 $433K 0.13% NEW $87.20 +11.3%
Page 8 of 12  ·  238 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 33.3%
Financial Services 14.7%
Industrials 13.3%
Healthcare 7.3%
Energy 7.1%
Communication Services 6.9%
Consumer Cyclical 6.6%
Basic Materials 4.5%
Consumer Defensive 4.2%
Utilities 2.0%