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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
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 143,750.0 $13.9M 3.73% -4K -2.5% $96.58 +4.3%
2 GOOG ALPHABET INC 6,330.0 $2.2M 0.60% -43.0 -0.7% $353.34
3 IWN ISHARES TR 7,702.0 $1.7M 0.46% -44.0 -0.6% $221.21 +1.6%
4 IWO ISHARES TR 4,012.0 $1.6M 0.42% -39.0 -1.0% $393.92 -1.8%
5 APH AMPHENOL CORP Technology 7,296.0 $1.3M 0.35% -127.0 -1.7% $176.32 -8.5%
6 SCHO SCHWAB STRATEGIC TR 50,059.0 $1.2M 0.33% -739.0 -1.4% $24.14 -0.1%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 944.0 $883K 0.24% -12.0 -1.3% $935.47 -0.1%
8 JPM JPMORGAN CHASE & CO Financial Services 2,670.0 $874K 0.23% -86.0 -3.1% $327.33 +8.2%
9 CEG CONSTELLATION ENERGY CORP Utilities 2,821.0 $701K 0.19% -17.0 -0.6% $248.37 +13.7%
10 XOM EXXON MOBIL CORP Energy 4,612.0 $631K 0.17% -114.0 -2.4% $136.72 +14.4%
11 AMAT APPLIED MATLS INC Technology 776.0 $561K 0.15% -18.0 -2.3% $723.00 -33.3%
12 CAT CATERPILLAR INC Industrials 505.0 $538K 0.14% -4.0 -0.8% $1064.90 -23.3%
13 ISRG INTUITIVE SURGICAL INC Healthcare 1,145.0 $455K 0.12% -20.0 -1.7% $397.68 -7.7%
14 ASML ASML HLDG NV Technology 207.0 $412K 0.11% -2.0 -1.0% $1989.44 -12.8%
15 MPC MARATHON PETE CORP Energy 1,566.0 $400K 0.11% -8.0 -0.5% $255.67 +42.2%
16 BAC BANK OF AMER CORP Financial Services 6,845.0 $390K 0.10% -589.0 -7.9% $56.98 +7.4%
17 CSCO CISCO SYS INC Technology 3,235.0 $380K 0.10% -29.0 -0.9% $117.46 -4.5%
18 LLY ELI LILLY & CO Healthcare 308.0 $369K 0.10% -2.0 -0.7% $1199.43 -1.9%
19 GE GE AEROSPACE Industrials 940.0 $351K 0.09% -41.0 -4.2% $373.91 -8.3%
20 AXP AMERICAN EXPRESS CO Financial Services 988.0 $334K 0.09% -26.0 -2.6% $338.25 -1.2%
Page 1 of 2  ·  29 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 38.8%
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%