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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 3,235.0 $380K 0.10% -29.0 -0.9% $117.46 -4.5%
62 HYMB SPDR SERIES TRUST 14,610.0 $372K 0.10% +527.0 +3.7% $25.44 -2.5%
63 LLY ELI LILLY & CO Healthcare 308.0 $369K 0.10% -2.0 -0.7% $1199.43 -2.0%
64 EXC EXELON CORP Utilities 7,866.0 $367K 0.10% $46.62 -5.7%
65 GE GE AEROSPACE Industrials 940.0 $351K 0.09% -41.0 -4.2% $373.91 -8.3%
66 MRK MERCK & CO INC Healthcare 2,664.0 $342K 0.09% $128.50 +16.4%
67 PM PHILIP MORRIS INTL INC Consumer Defensive 1,885.0 $341K 0.09% +37.0 +2.0% $180.91 +5.3%
68 AZN ASTRAZENECA PLC Healthcare 1,787.0 $339K 0.09% NEW $189.62 -13.2%
69 AXP AMERICAN EXPRESS CO Financial Services 988.0 $334K 0.09% -26.0 -2.6% $338.25 -1.2%
70 SCHA SCHWAB STRATEGIC TR 9,158.0 $331K 0.09% -64.0 -0.7% $36.13 -3.8%
71 LRCX LAM RESEARCH CORP Technology 755.0 $327K 0.09% NEW $433.33 -26.5%
72 CMI CUMMINS INC Industrials 444.0 $317K 0.09% -11.0 -2.4% $713.21 -19.5%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 1,111.0 $312K 0.08% +185.0 +20.0% $281.21 -15.1%
74 EFAV ISHARES TR 3,438.0 $302K 0.08% +497.0 +16.9% $87.71 +7.2%
75 GILD GILEAD SCIENCES INC Healthcare 2,330.0 $294K 0.08% -39.0 -1.6% $126.32 +17.8%
76 WMT WALMART INC Consumer Defensive 2,594.0 $294K 0.08% -28.0 -1.1% $113.26 -9.4%
77 DHR DANAHER CORP DEL Healthcare 1,533.0 $292K 0.08% -127.0 -7.7% $190.48 +13.3%
78 DELL DELL TECHNOLOGIES INC Technology 671.0 $290K 0.08% NEW $431.46 +9.3%
79 C CITIGROUP INC Financial Services 2,050.0 $287K 0.08% +14.0 +0.7% $139.96 -5.2%
80 DXCM DEXCOM INC Healthcare 3,971.0 $267K 0.07% -82.0 -2.0% $67.35 +32.6%
Page 4 of 5  ·  100 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%