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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
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMP AMERIPRISE FINL INC Financial Services 553.0 $246K 0.07% $444.40 +1.9%
82 CMI CUMMINS INC Industrials 455.0 $245K 0.07% NEW $538.02 +27.5%
83 ACWV ISHARES INC 1,983.0 $237K 0.07% $119.51 +0.4%
84 T AT&T INC Communication Services 8,127.0 $236K 0.07% NEW $28.99 -21.6%
85 C CITIGROUP INC Financial Services 2,036.0 $231K 0.07% -12.0 -0.6% $113.41 +25.0%
86 SUB ISHARES TR 2,137.0 $228K 0.07% NEW $106.50 -0.1%
87 VZ VERIZON COMMUNICATIONS INC Communication Services 4,511.0 $226K 0.07% NEW $50.20 -7.3%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 926.0 $224K 0.07% -5.0 -0.5% $242.39 +12.1%
89 ET ENERGY TRANSFER L P Energy 11,500.0 $222K 0.07% $19.30 -0.7%
90 HD HOME DEPOT INC Consumer Cyclical 643.0 $211K 0.07% $328.89 +6.1%
91 UBER UBER TECHNOLOGIES INC Technology 2,927.0 $211K 0.07% $71.93 +5.9%
92 TMO THERMO FISHER SCIENTIFIC INC Healthcare 425.0 $209K 0.06% $491.53 +4.4%
93 ADBE ADOBE INC Technology 849.0 $206K 0.06% +67.0 +8.6% $243.08 -16.6%
94 KBDC KAYNE ANDERSON BDC INC Financial Services 14,901.0 $204K 0.06% $13.72 +0.8%
95 SHEL SHELL PLC Energy 2,194.0 $204K 0.06% NEW $93.00 -17.7%
96 HCA HCA HEALTHCARE INC Healthcare 427.0 $202K 0.06% NEW $473.24 -17.2%
Page 5 of 5  ·  96 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 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%