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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 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVT NVENT ELEC PLC Industrials 4,449.0 $526K 0.19% -574.0 -11.4% $118.29 +45.3%
82 PAAS PAN AMERN SILVER CORP Basic Materials 9,632.0 $526K 0.19% -236.0 -2.4% $54.63 -17.6%
83 AEM AGNICO EAGLE MINES LTD Basic Materials 2,553.0 $518K 0.18% -52.0 -2.0% $202.95 -23.0%
84 UNP UNION PAC CORP Industrials 2,114.0 $513K 0.18% -200.0 -8.6% $242.59 +10.4%
85 LOW LOWES COS INC Consumer Cyclical 2,110.0 $499K 0.18% -64.0 -2.9% $236.30 -6.1%
86 ANGLOGOLD ASHANTI PLC 5,114.0 $498K 0.18% -219.0 -4.1% $97.37
87 PLTR PALANTIR TECHNOLOGIES INC Technology 3,388.0 $496K 0.18% -4K -51.1% $146.28 -26.7%
88 SYM SYMBOTIC INC Industrials 9,160.0 $487K 0.17% -378.0 -4.0% $53.20 -23.4%
89 RGLD ROYAL GOLD INC Basic Materials 1,907.0 $485K 0.17% -42.0 -2.1% $254.47 -19.6%
90 PM PHILIP MORRIS INTL INC Consumer Defensive 2,923.0 $483K 0.17% -3K -53.5% $165.34 +8.2%
91 IJR ISHARES TR 3,830.0 $476K 0.17% -157.0 -3.9% $124.30 +17.7%
92 SO SOUTHERN CO Utilities 4,872.0 $470K 0.17% -92.0 -1.9% $96.53 -0.6%
93 AGI ALAMOS GOLD INC Basic Materials 10,378.0 $461K 0.17% -81.0 -0.8% $44.43 -30.0%
94 KLAC KLA CORP Technology 310.0 $456K 0.16% -11.0 -3.4% $1471.05 -82.4%
95 TXT TEXTRON INC Industrials 5,189.0 $454K 0.16% -6K -52.5% $87.56 +1.7%
96 IWR ISHARES TR 4,663.0 $453K 0.16% -2K -29.4% $97.24 +13.2%
97 TRV TRAVELERS COMPANIES INC Financial Services 1,542.0 $450K 0.16% -25.0 -1.6% $291.74 +9.1%
98 NFLX NETFLIX INC. Communication Services 4,590.0 $441K 0.16% -905.0 -16.5% $96.15 -26.3%
99 GDX VANECK ETF TRUST 4,771.0 $438K 0.16% -310.0 -6.1% $91.78 -17.5%
100 GWW WW GRAINGER INC Industrials 395.0 $431K 0.15% -80.0 -16.8% $1090.68 +26.0%
Page 5 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%