Fund Holdings

Veracity Capital LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORPORATION(CVX)06,778+6,77801,402,4180.50%+1,402,418
BHP BILLITON LIMITED05,840+5,8400424,7800.15%+424,780
ERO COPPER CORP(ERO)015,356+15,3560409,5450.15%+409,545
VALE S A022,361+22,3610355,7640.13%+355,764
CORNING INC(GLW)07,274+7,2740989,0110.35%+989,011
VERTIV HOLDINGS CO(VRT)04,797+4,79701,201,9440.43%+1,201,944
CIENA CORP(CIEN)02,850+2,85001,106,4560.40%+1,106,456
PHILLIPS 66(PSX)04,546+4,5460828,1920.30%+828,192
MARATHON PETE CORP(MPC)03,050+3,0500744,6930.27%+744,693
VALERO ENERGY CORP(VLO)0924+9240228,3790.08%+228,379
ISHARES TR01,966+1,9660218,9530.08%+218,953
TEXAS INSTRS INC(TXN)01,086+1,0860210,8300.08%+210,830
NOVARTIS AG(NVS)04,756+4,7560726,5020.26%+726,502
WILLIAMS COS INC(WMB)017,258+17,25801,256,0520.45%+1,256,052
DEVON ENERGY CORP NEW(DVN)010,405+10,4050523,5820.19%+523,582
CARPENTER TECHNOLOGY CORP(CRS)03,395+3,39501,338,1070.48%+1,338,107
BLUEROCK PVT REAL ESTATE FD(BPRE)0105,694+105,69401,755,5820.63%+1,755,582
DIAMONDBACK ENERGY INC(FANG)04,823+4,8230953,9170.34%+953,917
EXXON MOBIL CORP(XOM)05,649+5,6490958,4070.34%+958,407
FASTENAL CO(FAST)018,823+18,8230873,3790.31%+873,379
KIMBELL RTY PARTNERS LP(KRP)031,450+31,4500455,0780.16%+455,078
SLB LIMITED(SLB)08,762+8,7620450,2630.16%+450,263
LAM RESEARCH CORP(LRCX)04,195+4,1950896,3170.32%+896,317
CATERPILLAR INC(CAT)01,790+1,79001,268,3840.45%+1,268,384
GE VERNOVA INC(GEV)02,296+2,29602,004,4900.72%+2,004,490
WESTERN DIGITAL CORP(WDC)01,283+1,2830347,1200.12%+347,120
COCA COLA CO(KO)026,857+26,85702,042,5030.73%+2,042,503
SUNCOKE ENERGY INC070,896+70,8960461,5320.16%+461,532
BWX TECHNOLOGIES INC(BWXT)09,927+9,92702,029,9230.73%+2,029,923
FRANCO NEV CORP(FNV)02,578+2,5780636,9530.23%+636,953
SSGA ACTIVE ETF TR019,670+19,6700711,0700.25%+711,070
JABIL INC(JBL)03,535+3,5350939,0020.34%+939,002
FREEPORT MCMORAN INC(FCX)012,089+12,0890710,5810.25%+710,581
AVINO SILVER & GOLD MINES LT013,018+13,018082,2740.03%+82,274
LUMENTUM HLDGS INC(LITE)01,709+1,70901,201,0170.43%+1,201,017
AGNICO EAGLE MINES LTD(AEM)02,553+2,5530518,1300.19%+518,130
L3HARRIS TECHNOLOGIES INC(LHX)01,412+1,4120487,2440.17%+487,244
SCHWAB STRATEGIC TR077,972+77,97202,074,8410.74%+2,074,841
GILEAD SCIENCES INC(GILD)07,073+7,0730985,7270.35%+985,727
WHEATON PRECIOUS METALS CORP(WPM)07,194+7,1940942,4270.34%+942,427
CONOCOPHILLIPS(COP)02,072+2,0720273,4920.10%+273,492
KLA CORP(KLAC)0310+3100456,0250.16%+456,025
SPROTT ASSET MANAGEMENT LP(PHYS)016,883+16,8830598,3340.21%+598,334
JOHNSON & JOHNSON(JNJ)03,251+3,2510794,7750.28%+794,775
STATE STR SPDR S&P MIDCAP 40(MDY)04,359+4,35902,688,4570.96%+2,688,457
ALAMOS GOLD INC010,378+10,3780461,0750.16%+461,075
EQT CORP(EQT)010,310+10,3100656,1190.23%+656,119
ROYAL GOLD INC(RGLD)01,907+1,9070485,2690.17%+485,269
WASTE MGMT INC DEL(WM)05,590+5,59001,284,6190.46%+1,284,619
SOUTHERN COPPER CORP(SCCO)03,123+3,1230537,4140.19%+537,414
VANECK MERK GOLD ETF(OUNZ)010,088+10,0880454,4640.16%+454,464
HUNTINGTON INGALLS INDS INC(HII)02,216+2,2160842,0460.30%+842,046
ANGLOGOLD ASHANTI PLC(AU)05,114+5,1140497,9470.18%+497,947
NEXTERA ENERGY INC(NEE)06,079+6,0790564,6590.20%+564,659
COLGATE PALMOLIVE CO(CL)07,441+7,4410634,2050.23%+634,205
SOUTHERN CO(SO)04,872+4,8720470,2780.17%+470,278
APPLIED MATLS INC0953+9530325,7790.12%+325,779
PGIM ETF TR015,358+15,3580531,8570.19%+531,857
PROSHARES TR05,205+5,2050551,8100.20%+551,810
ISHARES TR07,755+7,7550769,8120.28%+769,812
ISHARES TR01,740+1,74001,136,7930.41%+1,136,793
ISHARES TR05,842+5,8420345,7690.12%+345,769
GENERAL DYNAMICS CORP(GD)02,455+2,4550842,7120.30%+842,712
CYTOKINETICS INC(CYTK)07,414+7,4140488,6570.17%+488,657
VANGUARD TAX-MANAGED FDS04,496+4,4960288,1190.10%+288,119
NEWMONT CORP(NEM)03,843+3,8430415,9740.15%+415,974
SPROTT ASSET MANAGEMENT LP(PSLV)036,549+36,5490891,4300.32%+891,430
PAN AMERN SILVER CORP(PAAS)09,632+9,6320526,2010.19%+526,201
ASML HLDG NV0653+6530862,6250.31%+862,625
NVENT ELEC PLC(NVT)04,449+4,4490526,2770.19%+526,277
RTX CORPORATION(RTX)02,973+2,9730573,3980.20%+573,398
MP MATERIALS CORP(MP)07,748+7,7480373,9180.13%+373,918
INVESCO QQQ TR02,442+2,44201,409,5110.50%+1,409,511
ISHARES TR04,519+4,5190335,9880.12%+335,988
INVESCO EXCHANGE TRADED FD T01,822+1,8220301,9120.11%+301,912
HEWLETT PACKARD ENTERPRISE C(HPE)029,389+29,3890699,7610.25%+699,761
ECO WAVE POWER GLOBAL AB014,902+14,902093,8830.03%+93,883
FIRST MAJESTIC SILVER CORP(AG)018,325+18,3250393,6120.14%+393,612
ISHARES TR04,286+4,2860915,7640.33%+915,764
ISHARES TR04,266+4,2660407,9400.15%+407,940
ISHARES TR03,141+3,1410212,1120.08%+212,112
VANECK ETF TRUST04,771+4,7710437,8630.16%+437,863
VANGUARD INDEX FDS0821+8210490,8740.18%+490,874
VANGUARD INDEX FDS01,164+1,1640228,4610.08%+228,461
VANGUARD SCOTTSDALE FDS010,401+10,4010608,8520.22%+608,852
EQUINOX GOLD CORP(EQX)013,508+13,5080195,3280.07%+195,328
FLOWSERVE CORP(FLS)012,862+12,8620945,4840.34%+945,484
ISHARES TR03,830+3,8300476,0810.17%+476,081
BLACKROCK ETF TRUST II019,801+19,8010436,0180.16%+436,018
TRAVELERS COMPANIES INC(TRV)01,542+1,5420449,8560.16%+449,856
PEPSICO INC(PEP)01,451+1,4510225,2570.08%+225,257
ISHARES TR0840+8400311,2930.11%+311,293
SPDR SERIES TRUST03,985+3,9850225,4710.08%+225,471
COSTCO WHOLESALE CORPORATION(COST)0586+5860583,5410.21%+583,541
ISHARES TR01,330+1,3300255,1070.09%+255,107
VANGUARD MUN BD FDS024,020+24,02001,198,3580.43%+1,198,358
ISHARES TR01,564+1,5640375,3440.13%+375,344
EMERSON ELEC CO(EMR)05,497+5,4970720,2360.26%+720,236
VANGUARD INDEX FDS0652+6520284,7570.10%+284,757
VANECK ETF TRUST03,174+3,1740381,0270.14%+381,027
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