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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHA SCHWAB STRATEGIC TR 9,158.0 $331K 0.09% -64.0 -0.7% $36.13 -3.8%
22 CMI CUMMINS INC Industrials 444.0 $317K 0.09% -11.0 -2.4% $713.21 -19.5%
23 GILD GILEAD SCIENCES INC Healthcare 2,330.0 $294K 0.08% -39.0 -1.6% $126.32 +17.8%
24 WMT WALMART INC Consumer Defensive 2,594.0 $294K 0.08% -28.0 -1.1% $113.26 -9.4%
25 DHR DANAHER CORP DEL Healthcare 1,533.0 $292K 0.08% -127.0 -7.7% $190.48 +13.3%
26 DXCM DEXCOM INC Healthcare 3,971.0 $267K 0.07% -82.0 -2.0% $67.35 +32.6%
27 WFC WELLS FARGO & CO Financial Services 3,234.0 $267K 0.07% -112.0 -3.4% $82.64 +2.8%
28 VLO VALERO ENERGY CORP Energy 1,002.0 $261K 0.07% -9.0 -0.9% $260.44 +33.1%
29 CVX CHEVRON CORPORATION Energy 1,448.0 $240K 0.06% -69.0 -4.5% $165.76 +20.4%
Page 2 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%