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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SILJ AMPLIFY ETF TR 14,396.0 $428K 0.15% -2K -14.7% $29.72 -14.0%
102 NEM NEWMONT CORP Basic Materials 3,843.0 $416K 0.15% -165.0 -4.1% $108.24 -11.9%
103 IQVIA HLDGS INC 2,393.0 $408K 0.15% -876.0 -26.8% $170.54
104 DYNF BLACKROCK ETF TRUST 6,858.0 $399K 0.14% -1K -13.9% $58.18 +14.7%
105 AG FIRST MAJESTIC SILVER CORP Basic Materials 18,325.0 $394K 0.14% -5K -21.6% $21.48 -23.2%
106 GDXJ VANECK ETF TRUST 3,174.0 $381K 0.14% -293.0 -8.4% $120.05 -18.4%
107 GE GE AEROSPACE Industrials 1,336.0 $379K 0.14% -123.0 -8.4% $283.78 +30.9%
108 MCD MCDONALDS CORP Consumer Cyclical 1,185.0 $368K 0.13% -230.0 -16.2% $310.80 -14.9%
109 IJK ISHARES TR 3,652.0 $367K 0.13% -3K -44.0% $100.62 +15.3%
110 MS MORGAN STANLEY Financial Services 2,177.0 $358K 0.13% -189.0 -8.0% $164.54 +34.3%
111 WDC WESTERN DIGITAL CORP Technology 1,283.0 $347K 0.12% -129.0 -9.1% $270.55 +149.6%
112 EFV ISHARES TR 4,519.0 $336K 0.12% -24.0 -0.5% $74.35 +2.5%
113 BAC BANK AMERICA CORP Financial Services 6,851.0 $334K 0.12% -1K -13.6% $48.75 +19.4%
114 LIN LINDE PLC Basic Materials 671.0 $332K 0.12% -2K -73.9% $495.45 +5.4%
115 AMAT APPLIED MATLS INC Technology 953.0 $326K 0.12% -171.0 -15.2% $341.85 +95.4%
116 ARM ARM HOLDINGS PLC Technology 2,034.0 $308K 0.11% -2K -54.4% $151.28 +129.8%
117 SCHD SCHWAB STRATEGIC TR 9,909.0 $304K 0.11% -3K -21.5% $30.68 +4.2%
118 PPA INVESCO EXCHANGE TRADED FD T 1,822.0 $302K 0.11% -33.0 -1.8% $165.70 +3.6%
119 SHY ISHARES TR 3,638.0 $300K 0.11% -8K -69.9% $82.57 -0.6%
120 ABT ABBOTT LABORATORIES Healthcare 2,921.0 $300K 0.11% -401.0 -12.1% $102.68 -9.2%
Page 6 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%