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Portfolio (Quarterly) Guide ↗

Veery Capital, LLC

· CIK 0001844375
13F Portfolio $372M AUM 100 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 39 Added 29 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 509.0 $588K 0.16% NEW $1154.29 -19.0%
2 AZN ASTRAZENECA PLC Healthcare 1,787.0 $339K 0.09% NEW $189.62 -13.2%
3 LRCX LAM RESEARCH CORP Technology 755.0 $327K 0.09% NEW $433.33 -26.5%
4 DELL DELL TECHNOLOGIES INC Technology 671.0 $290K 0.08% NEW $431.46 +9.3%
5 SNDK SANDISK CORP Technology 116.0 $264K 0.07% NEW $2273.73 -34.7%
6 NXPI NXP SEMICONDUCTORS N V Technology 868.0 $244K 0.07% NEW $281.03 -19.6%
7 ETN EATON CORP PLC Industrials 539.0 $230K 0.06% NEW $426.12 -2.4%
8 ABBV ABBVIE INC Healthcare 891.0 $224K 0.06% NEW $251.64 +2.5%
9 GS GOLDMAN SACHS GROUP INC Financial Services 221.0 $224K 0.06% NEW $1011.37 +2.9%
10 PNC PNC FINL SVCS GROUP INC Financial Services 887.0 $218K 0.06% NEW $246.22 -1.1%
11 SLM SLM CORP Financial Services 8,035.0 $208K 0.06% NEW $25.94 +3.2%
12 BE BLOOM ENERGY CORP Industrials 666.0 $202K 0.05% NEW $302.70 -28.0%
13 STT STATE STR CORP Financial Services 1,185.0 $201K 0.05% NEW $169.60 +14.0%

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 38.8%
Financial Services 21.6%
Consumer Cyclical 11.2%
Healthcare 8.0%
Communication Services 5.7%
Energy 4.3%
Industrials 4.1%
Consumer Defensive 3.8%
Utilities 2.6%