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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $370M AUM 223 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 99 Added 56 Reduced 14 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AZN ASTRAZENECA PLC Healthcare 1,623.0 $308K 0.08% NEW $189.64 -13.7%
22 CGIE CAPITAL GROUP INTERNATIONAL 8,262.0 $304K 0.08% NEW $36.78 +0.2%
23 SNDK SANDISK CORP Technology 133.0 $302K 0.08% NEW $2273.73 -32.9%
24 IXUS ISHARES TR 3,110.0 $297K 0.08% NEW $95.43 +0.0%
25 BAI BLACKROCK ETF TRUST 5,528.0 $291K 0.08% NEW $52.72 -19.4%
26 SMH VANECK ETF TRUST 433.0 $284K 0.08% NEW $655.89 -17.4%
27 MRVL MARVELL TECHNOLOGY INC Technology 915.0 $273K 0.07% NEW $297.86 -25.3%
28 XJR ISHARES TR 4,884.0 $258K 0.07% NEW $52.75 -6.4%
29 VIAV VIAVI SOLUTIONS INC Technology 5,158.0 $246K 0.07% NEW $47.75 -29.5%
30 QCOM QUALCOMM INC Technology 1,248.0 $231K 0.06% NEW $184.77 +1.8%
31 MAR MARRIOTT INTL INC NEW Consumer Cyclical 586.0 $217K 0.06% NEW $370.75 -8.8%
32 VB VANGUARD INDEX FDS 716.0 $217K 0.06% NEW $303.14 -4.0%
33 PNC PNC FINL SVCS GROUP INC Financial Services 870.0 $214K 0.06% NEW $246.32 -2.2%
34 SECT NORTHERN LTS FD TR IV 2,917.0 $210K 0.06% NEW $72.06 -2.2%
35 QTUM ETF SER SOLUTIONS 1,218.0 $201K 0.05% NEW $165.38 -13.7%
36 NOK NOKIA CORP Technology 11,306.0 $150K 0.04% NEW $13.28 -25.2%
Page 2 of 2  ·  36 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 38.7%
Industrials 14.6%
Financial Services 13.0%
Energy 6.8%
Healthcare 6.7%
Communication Services 5.1%
Basic Materials 4.9%
Consumer Cyclical 4.1%
Consumer Defensive 3.0%
Utilities 3.0%