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Portfolio (Quarterly) Guide ↗

Veracity Capital LLC

· CIK 0001811005
13F Portfolio $340M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 3 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HWM HOWMET AEROSPACE INC Industrials 6,636.0 $1.4M 0.40% NEW $205.01 +32.6%
42 COHR COHERENT CORP Technology 7,098.0 $1.3M 0.39% NEW $184.57 +118.9%
43 LMT LOCKHEED MARTIN CORP Industrials 2,699.0 $1.3M 0.38% NEW $483.59 +4.1%
44 PH PARKER-HANNIFIN CORP Industrials 1,412.0 $1.2M 0.36% NEW $878.72 +12.3%
45 WM WASTE MGMT INC DEL Industrials 5,616.0 $1.2M 0.36% NEW $219.72 +1.3%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 6,929.0 $1.2M 0.36% NEW $177.75 -39.8%
47 BERKSHIRE HATHAWAY INC DEL 2,412.0 $1.2M 0.36% NEW $502.65
48 VTEB VANGUARD MUN BD FDS 24,020.0 $1.2M 0.36% NEW $50.29 +0.5%
49 CRS CARPENTER TECHNOLOGY CORP Industrials 3,702.0 $1.2M 0.34% NEW $314.83 +88.9%
50 SPY CALL SPDR S&P 500 ETF TR Financial Services 1,700.0 $1.2M 0.34% NEW $681.92 +7.3%
51 CAT CATERPILLAR INC Industrials 1,990.0 $1.1M 0.34% NEW $572.95 +82.9%
52 LITE LUMENTUM HLDGS INC Technology 3,047.0 $1.1M 0.33% NEW $368.59 +133.5%
53 ABBV ABBVIE INC Healthcare 4,870.0 $1.1M 0.33% NEW $228.48 +6.8%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 3,742.0 $1.1M 0.33% NEW $296.23 -13.0%
55 IVV ISHARES TR 1,616.0 $1.1M 0.33% NEW $685.02 +7.4%
56 LIN LINDE PLC Basic Materials 2,572.0 $1.1M 0.32% NEW $426.40 +22.9%
57 TER TERADYNE INC Technology 5,573.0 $1.1M 0.32% NEW $193.56 +140.1%
58 WMB WILLIAMS COS INC Energy 17,931.0 $1.1M 0.32% NEW $60.11 +28.4%
59 TSLA TESLA INC Consumer Cyclical 2,393.0 $1.1M 0.32% NEW $449.72 -16.8%
60 HON HONEYWELL INTL INC Industrials 5,504.0 $1.1M 0.32% NEW $195.11 +18.5%
Page 3 of 12  ·  238 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 33.3%
Financial Services 14.7%
Industrials 13.3%
Healthcare 7.3%
Energy 7.1%
Communication Services 6.9%
Consumer Cyclical 6.6%
Basic Materials 4.5%
Consumer Defensive 4.2%
Utilities 2.0%