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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $280M AUM 201 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 35 Added 142 Reduced 44 Exited
Page 3 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 3,077.0 $1.0M 0.36% -2K -38.8% $328.88 +4.9%
42 ABBV ABBVIE INC Healthcare 4,574.0 $995K 0.35% -296.0 -6.1% $217.49 +11.8%
43 MA MASTERCARD INCORPORATED Financial Services 1,989.0 $994K 0.35% -498.0 -20.0% $499.62 -2.1%
44 WMT WALMART INC Consumer Defensive 7,981.0 $992K 0.35% -6K -43.0% $124.29 -6.8%
45 GLW CORNING INC Technology 7,274.0 $989K 0.35% -80.0 -1.1% $135.97 +67.8%
46 GILD GILEAD SCIENCES INC Healthcare 7,073.0 $986K 0.35% -376.0 -5.0% $139.36 -11.1%
47 MUB ISHARES TR 9,165.0 $973K 0.35% -207.0 -2.2% $106.15 +1.4%
48 XOM EXXON MOBIL CORP Energy 5,649.0 $958K 0.34% -1K -16.1% $169.66 -18.9%
49 FANG DIAMONDBACK ENERGY INC Energy 4,823.0 $954K 0.34% -444.0 -8.4% $197.78 -7.7%
50 FLS FLOWSERVE CORP Industrials 12,862.0 $945K 0.34% -805.0 -5.9% $73.51 +2.0%
51 WPM WHEATON PRECIOUS METALS CORP Basic Materials 7,194.0 $942K 0.34% -231.0 -3.1% $131.00 -13.7%
52 JBL JABIL INC Technology 3,535.0 $939K 0.34% -200.0 -5.3% $265.63 +41.0%
53 IWD ISHARES TR 4,286.0 $916K 0.33% -53.0 -1.2% $213.66 +14.5%
54 FLEX FLEXTRONICS INTL LTD Technology 13,917.0 $911K 0.33% -2K -12.8% $65.46 +146.4%
55 LRCX LAM RESEARCH CORP Technology 4,195.0 $896K 0.32% -252.0 -5.7% $213.66 +88.1%
56 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 36,549.0 $891K 0.32% -477.0 -1.3% $24.39 -24.7%
57 AMD ADVANCED MICRO DEVICES INC Technology 4,281.0 $871K 0.31% -456.0 -9.6% $203.43 +161.8%
58 ASML ASML HLDG NV Technology 653.0 $863K 0.31% -139.0 -17.6% $1321.02 +39.4%
59 HII HUNTINGTON INGALLS INDS INC Industrials 2,216.0 $842K 0.30% -127.0 -5.4% $379.98 -26.6%
60 JNJ JOHNSON & JOHNSON Healthcare 3,251.0 $795K 0.28% -298.0 -8.4% $244.47 +0.2%
Page 3 of 8  ·  142 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 30.9%
Industrials 14.9%
Financial Services 14.5%
Healthcare 7.9%
Energy 7.5%
Communication Services 6.9%
Basic Materials 6.3%
Consumer Cyclical 4.7%
Consumer Defensive 3.8%
Utilities 2.6%