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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 1 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSG ISHARES TR 255,176.0 $42.9M 12.61% NEW $167.94 +8.8%
2 IUSV ISHARES TR 404,951.0 $41.5M 12.22% NEW $102.54 +7.1%
3 VO VANGUARD INDEX FDS 74,313.0 $21.6M 6.35% NEW $290.22 -72.2%
4 PSC PRINCIPAL EXCHANGE TRADED FD 264,512.0 $15.3M 4.49% NEW $57.73 +18.9%
5 AAPL APPLE INC Technology 34,275.0 $9.3M 2.74% NEW $271.86 +2.4%
6 SPY SPDR S&P 500 ETF TR Financial Services 12,213.0 $8.3M 2.45% NEW $681.90 +7.5%
7 MSFT MICROSOFT CORP Technology 14,458.0 $7.0M 2.06% NEW $483.62 -27.3%
8 GOOGL ALPHABET INC Communication Services 20,694.0 $6.5M 1.91% NEW $313.00 +9.3%
9 NVDA NVIDIA CORPORATION Technology 31,789.0 $5.9M 1.75% NEW $186.50 +4.2%
10 AMZN AMAZON COM INC Consumer Cyclical 22,649.0 $5.2M 1.54% NEW $230.82 -1.0%
11 REGN REGENERON PHARMACEUTICALS Healthcare 5,626.0 $4.3M 1.28% NEW $771.87 -18.9%
12 AVGO BROADCOM INC Technology 8,423.0 $2.9M 0.86% NEW $346.11 +9.9%
13 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 9,446.0 $2.9M 0.84% NEW $303.89 +45.3%
14 AXP AMERICAN EXPRESS CO Financial Services 7,404.0 $2.7M 0.81% NEW $369.93 -7.3%
15 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,359.0 $2.6M 0.77% NEW $603.28 +15.3%
16 LLY ELI LILLY & CO Healthcare 2,384.0 $2.6M 0.75% NEW $1074.65 +4.4%
17 IEFA ISHARES TR 27,351.0 $2.4M 0.72% NEW $89.46 +7.5%
18 IWF ISHARES TR 5,071.0 $2.4M 0.71% NEW $473.33 -75.0%
19 GOOG ALPHABET INC Communication Services 7,388.0 $2.3M 0.68% NEW $313.80 +8.4%
20 JPM JPMORGAN CHASE & CO. Financial Services 7,039.0 $2.3M 0.67% NEW $322.22 +4.3%
Page 1 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%