Veery Capital, LLC

Q2 2026 13F-HR Holdings

Location
Wilmington, DE
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
100
Total value ($000)
$372,324
Net value change ($000)
+46,223 (14.2%)
New positions
13
Sold out positions
9
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHG 7,422 18.9%
SCHV 6,000 16.8%
VUG 4,510 17.8%
IEMG 3,585 20.2%
IDEV 3,585 10.2%
VTV 3,339 12.4%
VBK 2,778 22.4%
VBR 1,788 14.7%
AMD 1,059 188.1%
VEA 991 12.7%
Top Reduces (Value $000, Stocks/ETFs)
INTU -358 -100.0%
ZTS -253 -100.0%
KR -250 -100.0%
T -236 -100.0%
VZ -226 -100.0%
UBER -211 -100.0%
ADBE -206 -100.0%
SHEL -204 -100.0%
HCA -202 -100.0%
XOM -171 -21.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type