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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 8 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 16,086.0 $485K 0.13% -797.0 -4.7% $30.17 +13.0%
142 MP MP MATERIALS CORP Basic Materials 8,632.0 $484K 0.13% +884.0 +11.4% $56.01 +1.2%
143 ESGD ISHARES TR 4,680.0 $481K 0.13% +414.0 +9.7% $102.80 +3.6%
144 TXT TEXTRON INC Industrials 5,189.0 $476K 0.13% $91.73 -5.9%
145 DYNF BLACKROCK ETF TRUST 6,914.0 $470K 0.13% +56.0 +0.8% $68.01 +2.1%
146 LOW LOWES COS INC Consumer Cyclical 2,112.0 $466K 0.13% $220.51 +0.1%
147 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,591.0 $462K 0.12% +179.0 +12.7% $290.67 -4.7%
148 PAAS PAN AMERN SILVER CORP Basic Materials 10,073.0 $451K 0.12% +441.0 +4.6% $44.79 +12.3%
149 SHYM BLACKROCK ETF TRUST II 19,801.0 $445K 0.12% $22.45 -1.4%
150 IQVIA HLDGS INC 2,286.0 $442K 0.12% -107.0 -4.5% $193.22
151 SO SOUTHERN CO Utilities 4,600.0 $440K 0.12% -272.0 -5.6% $95.71 -3.7%
152 MTUM ISHARES TR 1,283.0 $440K 0.12% -281.0 -18.0% $342.83 -10.8%
153 MS MORGAN STANLEY Financial Services 2,095.0 $438K 0.12% -82.0 -3.8% $209.05 +2.5%
154 ANGLOGOLD ASHANTI PLC 5,355.0 $433K 0.12% +241.0 +4.7% $80.88
155 AEM AGNICO EAGLE MINES LTD Basic Materials 2,774.0 $430K 0.12% +221.0 +8.7% $155.11 +33.9%
156 IJK ISHARES TR 3,652.0 $429K 0.12% $117.50 -1.1%
157 UNH UNITEDHEALTH GROUP INC Healthcare 999.0 $415K 0.11% +170.0 +20.5% $415.75 -6.5%
158 OUNZ VANECK MERK GOLD ETF Financial Services 10,738.0 $414K 0.11% +650.0 +6.4% $38.59 +12.3%
159 PLTR PALANTIR TECHNOLOGIES INC Technology 3,477.0 $406K 0.11% +89.0 +2.6% $116.67 +50.2%
160 VALE VALE S A Basic Materials 26,589.0 $400K 0.11% +4K +18.9% $15.04 -7.6%
Page 8 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%