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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 3,234.0 $267K 0.07% -112.0 -3.4% $82.64 +2.8%
82 ACWV ISHARES INC 2,221.0 $267K 0.07% +238.0 +12.0% $120.23 +6.0%
83 SNDK SANDISK CORP Technology 116.0 $264K 0.07% NEW $2273.73 -34.7%
84 BERKSHIRE HATHAWAY INC DEL 525.0 $263K 0.07% +9.0 +1.7% $500.39
85 VLO VALERO ENERGY CORP Energy 1,002.0 $261K 0.07% -9.0 -0.9% $260.44 +33.1%
86 AMP AMERIPRISE FINL INC Financial Services 551.0 $253K 0.07% $458.76 +21.1%
87 NXPI NXP SEMICONDUCTORS N V Technology 868.0 $244K 0.07% NEW $281.03 -19.6%
88 CVX CHEVRON CORPORATION Energy 1,448.0 $240K 0.06% -69.0 -4.5% $165.76 +20.4%
89 CRM SALESFORCE INC Technology 1,510.0 $237K 0.06% +15.0 +1.0% $156.66 +60.9%
90 ETN EATON CORP PLC Industrials 539.0 $230K 0.06% NEW $426.12 -2.4%
91 HD HOME DEPOT INC Consumer Cyclical 643.0 $227K 0.06% $352.68 -6.8%
92 ABBV ABBVIE INC Healthcare 891.0 $224K 0.06% NEW $251.64 +2.5%
93 GS GOLDMAN SACHS GROUP INC Financial Services 221.0 $224K 0.06% NEW $1011.37 +2.9%
94 ET ENERGY TRANSFER L P Energy 11,500.0 $220K 0.06% $19.12 +11.8%
95 PNC PNC FINL SVCS GROUP INC Financial Services 887.0 $218K 0.06% NEW $246.22 -1.1%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 424.0 $213K 0.06% $501.36 +25.8%
97 SLM SLM CORP Financial Services 8,035.0 $208K 0.06% NEW $25.94 +3.2%
98 KBDC KAYNE ANDERSON BDC INC Financial Services 14,901.0 $202K 0.05% $13.53 -0.3%
99 BE BLOOM ENERGY CORP Industrials 666.0 $202K 0.05% NEW $302.70 -28.0%
100 STT STATE STR CORP Financial Services 1,185.0 $201K 0.05% NEW $169.60 +14.0%
Page 5 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%