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Portfolio (Quarterly) Guide ↗

Veery Capital, LLC

· CIK 0001844375
13F Portfolio $326M AUM 96 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 36 Added 22 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ASML ASML HLDG NV Technology 209.0 $276K 0.09% NEW $1320.83 +35.9%
2 VLO VALERO ENERGY CORP Energy 1,011.0 $250K 0.08% NEW $247.08 +5.0%
3 CMI CUMMINS INC Industrials 455.0 $245K 0.07% NEW $538.02 +27.5%
4 T AT&T INC Communication Services 8,127.0 $236K 0.07% NEW $28.99 -21.6%
5 SUB ISHARES TR 2,137.0 $228K 0.07% NEW $106.50 -0.1%
6 VZ VERIZON COMMUNICATIONS INC Communication Services 4,511.0 $226K 0.07% NEW $50.20 -7.3%
7 SHEL SHELL PLC Energy 2,194.0 $204K 0.06% NEW $93.00 -17.7%
8 HCA HCA HEALTHCARE INC Healthcare 427.0 $202K 0.06% NEW $473.24 -17.2%

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 32.5%
Financial Services 19.0%
Communication Services 11.9%
Consumer Cyclical 11.0%
Healthcare 8.5%
Energy 6.1%
Consumer Defensive 5.1%
Utilities 3.3%
Industrials 2.5%