Veracity Capital LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$339.8M

Holdings

235

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (235 positions)

#StockSharesValue% PortfolioType
1
IUSGISHARES TR
255,176$42.9M12.61%
2
IUSVISHARES TR
404,951$41.5M12.22%
3
VOVANGUARD INDEX FDS
74,313$21.6M6.35%
4
PSCPRINCIPAL EXCHANGE TRADED FD
264,512$15.3M4.49%
5
SPYSPDR S&P 500 ETF TR
13,913$9.5M2.79%Call
6
AAPLAPPLE INC
34,275$9.3M2.74%
7
MSFTMICROSOFT CORP
14,458$7.0M2.06%
8
GOOGLALPHABET INC
20,694$6.5M1.91%
9
NVDANVIDIA CORPORATION
31,789$5.9M1.74%
10
AMZNAMAZON COM INC
22,649$5.2M1.54%
11
REGNREGENERON PHARMACEUTICALS
5,626$4.3M1.28%
12
AVGOBROADCOM INC
8,423$2.9M0.86%
13
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,446$2.9M0.84%
14
AXPAMERICAN EXPRESS CO
7,404$2.7M0.81%
15
MDYSPDR S&P MIDCAP 400 ETF TR
4,359$2.6M0.77%
16
LLYELI LILLY & CO
2,384$2.6M0.75%
17
AQLTISHARES TR
27,351$2.4M0.72%
18
IWFISHARES TR
5,071$2.4M0.71%
19
GOOGALPHABET INC
7,388$2.3M0.68%
20
HDHOME DEPOT INC
6,727$2.3M0.68%Put
21
JPMJPMORGAN CHASE & CO.
7,039$2.3M0.67%
22
APPAPPLOVIN CORP
3,119$2.1M0.62%
23
OKEONEOK INC NEW
27,294$2.0M0.59%
24
SCHPSCHWAB STRATEGIC TR
75,480$2.0M0.59%
25
IWMISHARES TR
7,946$2.0M0.58%
26
KOCOCA COLA CO
27,750$1.9M0.57%
27
METAMETA PLATFORMS INC
2,928$1.9M0.57%
28
BWXTBWX TECHNOLOGIES INC
11,160$1.9M0.57%
29
EFAISHARES TR
19,760$1.9M0.56%
30
GEVGE VERNOVA INC
2,887$1.9M0.56%
31
ANETARISTA NETWORKS INC
14,285$1.9M0.55%
32
JBLJABIL INC
7,335$1.7M0.49%Put
33
BPREBLUEROCK PVT REAL ESTATE FD
105,628$1.6M0.47%
34
IVWISHARES TR
12,768$1.6M0.46%
35
WMTWALMART INC
13,997$1.6M0.46%
36
MUMICRON TECHNOLOGY INC
5,425$1.5M0.46%
37
IEMGISHARES INC
22,800$1.5M0.45%
38
MAMASTERCARD INCORPORATED
2,487$1.4M0.42%
39
NDQINVESCO QQQ TR
2,275$1.4M0.41%
40
MPLXMPLX LP
25,638$1.4M0.40%
41
EPDENTERPRISE PRODS PARTNERS L
42,630$1.4M0.40%
42
HWMHOWMET AEROSPACE INC
6,636$1.4M0.40%
43
COHRCOHERENT CORP
7,098$1.3M0.39%
44
LMTLOCKHEED MARTIN CORP
2,699$1.3M0.38%
45
PHPARKER-HANNIFIN CORP
1,412$1.2M0.36%
46
WMWASTE MGMT INC DEL
5,616$1.2M0.36%
47
PLTRPALANTIR TECHNOLOGIES INC
6,929$1.2M0.36%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
2,412$1.2M0.36%
49
VTEBVANGUARD MUN BD FDS
24,020$1.2M0.36%
50
CRSCARPENTER TECHNOLOGY CORP
3,702$1.2M0.34%
51
CATCATERPILLAR INC
1,990$1.1M0.34%
52
LITELUMENTUM HLDGS INC
3,047$1.1M0.33%
53
ABBVABBVIE INC
4,870$1.1M0.33%
54
IBMINTERNATIONAL BUSINESS MACHS
3,742$1.1M0.33%
55
IVVISHARES TR
1,616$1.1M0.33%
56
LINLINDE PLC
2,572$1.1M0.32%
57
TERTERADYNE INC
5,573$1.1M0.32%
58
WMBWILLIAMS COS INC
17,931$1.1M0.32%
59
TSLATESLA INC
2,393$1.1M0.32%
60
HONHONEYWELL INTL INC
5,504$1.1M0.32%
61
KTOSKRATOS DEFENSE & SEC SOLUTIO
13,759$1.0M0.31%
62
VVISA INC
2,931$1.0M0.30%
63
AMDADVANCED MICRO DEVICES INC
4,737$1.0M0.30%
64
4I1PHILIP MORRIS INTL INC
6,288$1.0M0.30%
65
MUBISHARES TR
9,372$1.0M0.30%
66
SHYISHARES TR
12,071$999K0.29%
67
AZOAUTOZONE INC
294$997K0.29%
68
QBTSD-WAVE QUANTUM INC
37,455$979K0.29%
69
FLEXFLEX LTD
15,964$964K0.28%
70
TXTTEXTRON INC
10,935$953K0.28%
71
FLSFLOWSERVE CORP
13,667$948K0.28%
72
AXONAXON ENTERPRISE INC
1,669$947K0.28%
73
NOWSERVICENOW INC
6,130$939K0.28%
74
GILDGILEAD SCIENCES INC
7,449$914K0.27%
75
IWDISHARES TR
4,339$912K0.27%
76
VRTVERTIV HOLDINGS CO
5,621$910K0.27%
77
PSLV/USPROTT ASSET MANAGEMENT LP
37,026$875K0.26%
78
WPMWHEATON PRECIOUS METALS CORP
7,425$872K0.26%
79
STXSEAGATE TECHNOLOGY HLDNGS PL
3,120$859K0.25%
80
ASMLASML HOLDING N V
792$847K0.25%
81
CIENCIENA CORP
3,596$840K0.25%
82
IVEISHARES TR
3,906$828K0.24%
83
SPOTSPOTIFY TECHNOLOGY S A
1,425$827K0.24%
84
GDGENERAL DYNAMICS CORP
2,424$816K0.24%
85
EFIVSPDR SERIES TRUST
12,348$816K0.24%
86
SCHBSCHWAB STRATEGIC TR
31,020$813K0.24%
87
XOMEXXON MOBIL CORP
6,734$810K0.24%
88
HIIHUNTINGTON INGALLS INDS INC
2,343$796K0.23%
89
FANGDIAMONDBACK ENERGY INC
5,267$791K0.23%
90
RGTIRIGETTI COMPUTING INC
34,552$765K0.23%
91
LRCXLAM RESEARCH CORP
4,447$761K0.22%
92
ACNACCENTURE PLC IRELAND
2,803$752K0.22%
93
CSCOCISCO SYS INC
9,695$746K0.22%
94
AGGISHARES TR
7,403$739K0.22%
95
IQVIQVIA HLDGS INC
3,269$736K0.22%
96
JNJJOHNSON & JOHNSON
3,549$734K0.22%
97
EMREMERSON ELEC CO
5,506$730K0.21%
98
FASTFASTENAL CO
18,116$726K0.21%
99
CVXCHEVRON CORP NEW
4,763$725K0.21%
100
HPEHEWLETT PACKARD ENTERPRISE C
28,776$691K0.20%
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