Fund HoldingsVeracity Capital LLC

Total Portfolio Value
$337.19M
Total Bought
$44.44M
Total Sold
$18.42M
Net Transaction
+$26.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PRINCIPAL EXCHANGE TRADED FD
PRIN U S SMALL
0264,512+264,512015,2704.53%+15,270
ISHARES TR389,138404,951+15,81338,89441,52412.31%+2,629
ALPHABET INC(GOOG)19,57520,694+1,1194,7596,4771.92%+1,718
BLUEROCK PVT REAL ESTATE FD(BPRE)0105,628+105,62801,5840.47%+1,584
ISHARES TR252,005255,176+3,17141,46542,85412.71%+1,389
REGENERON PHARMACEUTICALS(REGN)5,6225,626+43,1614,3431.29%+1,181
APPLE INC(AAPL)33,13634,275+1,1398,4379,3182.76%+881
SPDR SERIES TRUST
SPDR S&P 500 ESG
012,348+12,34808170.24%+817
SCHWAB STRATEGIC TR031,020+31,02008140.24%+814
VANGUARD INDEX FDS70,81074,313+3,50320,80021,5676.40%+767
ELI LILLY & CO(LLY)02,384+2,38402,5620.76%+2,562
LUMENTUM HLDGS INC(LITE)2,8283,047+2194601,1230.33%+663
SSGA ACTIVE ETF TR
ST STR REAL ETF
019,686+19,68606190.18%+619
MICRON TECHNOLOGY INC(MU)5,5915,425-1669351,5480.46%+613
COHERENT CORP(COHR)6,7777,098+3217301,3100.39%+580
ORMAT TECHNOLOGIES INC(ORA)05,146+5,14605680.17%+568
ALPHABET INC(GOOG)7,4497,388-611,8142,3180.69%+504
SPDR S&P 500 ETF TR(SPY)11,76612,213+4477,8388,3282.47%+490
BARRICK MNG CORP(B)09,099+9,09903960.12%+396
TERADYNE INC(TER)5,0435,573+5306941,0790.32%+385
CIENA CORP(CIEN)3,2533,596+3434748410.25%+367
TAIWAN SEMICONDUCTOR MFG LTD(TSM)9,0309,446+4162,5222,8710.85%+349
SCHWAB STRATEGIC TR012,622+12,62203460.10%+346
ISHARES TR01,616+1,61601,1070.33%+1,107
AMAZON COM INC(AMZN)22,32922,649+3204,9035,2281.55%+325
D-WAVE QUANTUM INC(QBTS)27,63037,455+9,8256839790.29%+297
ADVANCED MICRO DEVICES INC(AMD)4,4444,737+2937191,0140.30%+295
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
01,855+1,85502910.09%+291
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
011,197+11,19702820.08%+282
AMERICAN EXPRESS CO(AXP)7,4027,404+22,4592,7390.81%+280
CARPENTER TECHNOLOGY CORP(CRS)03,702+3,70201,1660.35%+1,166
SCHWAB STRATEGIC TR64,95375,480+10,5271,7501,9990.59%+249
WESTERN DIGITAL CORP(WDC)01,412+1,41202430.07%+243
FLOOR & DECOR HLDGS INC(FND)03,980+3,98002420.07%+242
PGIM ETF TR
ACTV HY BD ETF
7,10713,982+6,8752544960.15%+242
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,614+1,61402320.07%+232
SPDR SERIES TRUST
ST STR P500VAL
04,087+4,08702320.07%+232
ACCENTURE PLC IRELAND
SHS CLASS A
02,803+2,80307520.22%+752
WELLS FARGO CO NEW(WFC)02,344+2,34402180.06%+218
DANAHER CORPORATION(DHR)0948+94802170.06%+217
GE VERNOVA INC(GEV)2,7212,887+1661,6731,8870.56%+213
PARKER-HANNIFIN CORP(PH)1,3651,412+471,0351,2410.37%+206
FLOWSERVE CORP(FLS)013,667+13,66709480.28%+948
ISHARES INC
CORE MSCI EMKT
20,18222,800+2,6181,3301,5330.45%+202
MARRIOTT INTL INC NEW(MAR)0650+65002020.06%+202
TJX COS INC NEW(TJX)01,307+1,30702010.06%+201
NEWMONT CORP(NEM)2,5224,008+1,4862134000.12%+187
ROYAL GOLD INC(RGLD)01,949+1,94904330.13%+433
LAM RESEARCH CORP(LRCX)4,4204,447+275927610.23%+169
CATERPILLAR INC(CAT)2,0521,990-629791,1400.34%+161
IONQ INC(IONQ)8,76515,314+6,5495396870.20%+148
FREEPORT-MCMORAN INC(FCX)012,369+12,36906280.19%+628
BROADCOM INC(AVGO)8,4008,423+232,7712,9150.86%+144
SPROTT ASSET MANAGEMENT LP(PHYS)13,55216,287+2,7354015380.16%+136
PAN AMERN SILVER CORP(PAAS)9,6839,868+1853755110.15%+136
HUNTINGTON INGALLS INDS INC(HII)2,3532,343-106787970.24%+119
WALMART INC(WMT)013,997+13,99701,5590.46%+1,559
ISHARES TR
MSCI USA MMENTM
01,540+1,54003850.11%+385
ASML HOLDING N V
N Y REGISTRY SHS
768792+247448480.25%+104
RENTOKIL INITIAL PLC(RTO)016,720+16,72004930.15%+493
JOHNSON & JOHNSON(JNJ)3,4143,549+1356337350.22%+101
FIRST MAJESTIC SILVER CORP(AG)23,49123,364-1272893890.12%+101
COCA COLA CO(KO)027,750+27,75001,9400.58%+1,940
SYMBOTIC INC(SYM)8,7069,538+8324695680.17%+98
BLACKROCK ETF TRUST
ISHARES US EQUIT
07,967+7,96704840.14%+484
AMPLIFY ETF TR16,33016,885+5553774670.14%+90
MPLX LP(MPLX)025,638+25,63801,3680.41%+1,368
MIDDLEBY CORP(MIDD)2,2482,599+3512993860.11%+88
SPROTT ASSET MANAGEMENT LP(PSLV)50,34937,026-13,3237908760.26%+85
GILEAD SCIENCES INC(GILD)07,449+7,44909140.27%+914
HECLA MNG CO(HL)10,58611,005+4191282110.06%+83
CISCO SYS INC(CSCO)09,695+9,69507470.22%+747
VERTIV HOLDINGS CO(VRT)5,5275,621+948349110.27%+77
ISHARES TR1,1731,360+1873904660.14%+76
INTERNATIONAL BUSINESS MACHS(IBM)03,742+3,74201,1090.33%+1,109
EXXON MOBIL CORP06,734+6,73408100.24%+810
HOWMET AEROSPACE INC(HWM)6,5806,636+561,2911,3600.40%+69
SOUTHERN COPPER CORP(SCCO)03,402+3,40204880.14%+488
CYTOKINETICS INC(CYTK)7,4147,41404074710.14%+64
VANECK ETF TRUST
JUNIOR GOLD MINE
3,3423,467+1253313950.12%+64
ISHARES TR
CORE MSCI EAFE
27,30127,351+502,3842,4470.73%+63
FRANCO NEV CORP(FNV)2,1392,602+4634775390.16%+63
PEGASYSTEMS INC(PEGA)9,57310,258+6855506130.18%+62
APPLIED MATLS INC01,124+1,12402890.09%+289
DIAMONDBACK ENERGY INC(FANG)05,267+5,26707920.23%+792
ASTRAZENECA PLC(AZN)03,503+3,50303220.10%+322
ONEOK INC NEW(OKE)027,294+27,29402,0060.59%+2,006
WHEATON PRECIOUS METALS CORP(WPM)7,3187,425+1078188730.26%+54
ISHARES TR09,372+9,37201,0040.30%+1,004
ENTERPRISE PRODS PARTNERS L(EPD)042,630+42,63001,3670.41%+1,367
ISHARES TR019,760+19,76001,8980.56%+1,898
ISHARES TR05,071+5,07102,4000.71%+2,400
VANECK ETF TRUST
GOLD MINERS ETF
5,0505,081+313864360.13%+50
RTX CORPORATION(RTX)03,058+3,05805610.17%+561
VANECK MERK GOLD ETF(OUNZ)09,860+9,86004090.12%+409
ALAMOS GOLD INC NEW010,459+10,45904040.12%+404
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,4543,120-3348158590.25%+44
ISHARES TR03,906+3,90608280.25%+828
CAPITAL ONE FINL CORP(COF)01,216+1,21602950.09%+295
KLA CORP(KLAC)0321+32103900.12%+390
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