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☆Veery Capital, LLC

CIK 0001844375 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.780
AUM ($M)
372
Positions
100
Turnover
0.04
Top-10 wt
73%
Herfindahl
0.066
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 109 positions · portfolio value $372M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 12.6% +0.5% 46.8 1,382,183 +31,310 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 11.2% +0.3% 41.6 1,196,106 +27,699 5 —
☆IDEV funds › ISHARES TR ADD — 10.4% -0.4% 38.6 433,737 +14,660 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 8.1% -0.1% 30.3 139,016 +1,619 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 8.0% +0.2% 29.9 347,008 +288,900 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 5.9% -0.6% 22.1 300,556 +12,680 5 —
☆IEMG funds › ISHARES INC ADD — 5.7% +0.3% 21.3 257,157 +3,142 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 4.1% +0.3% 15.2 41,562 +465 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 3.8% +0.0% 14.0 57,527 +1,414 5 —
☆IEFA funds › ISHARES TR TRIM — 3.7% -0.4% 13.9 143,750 -3,623 5 —
☆MUB funds › ISHARES TR ADD — 3.3% -0.2% 12.2 113,805 +5,737 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.4% -0.0% 8.8 123,668 +1,630 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.4% -0.1% 5.1 104,860 +4,018 5 —
☆HYD funds › VANECK ETF TRUST ADD — 1.3% -0.1% 4.8 93,136 +498 5 —
☆AAPL funds › APPLE INC TRIM — 1.0% -0.0% 3.7 12,886 -8 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.9% +0.0% 3.4 4,878 +119 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.7% -0.1% 2.8 55,228 +1,675 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.7% -0.1% 2.7 117,080 +4,466 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.7% +0.1% 2.7 3,726 +0 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.6% +0.0% 2.2 6,330 -43 5 —
☆EMLC funds › VANECK ETF TRUST ADD — 0.5% -0.0% 2.0 79,258 +2,740 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 0.5% -0.0% 1.9 28,631 +1,064 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.5% -0.1% 1.8 4,806 -14 5 —
☆IWN funds › ISHARES TR TRIM — 0.5% +0.0% 1.7 7,702 -44 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% +0.0% 1.7 8,469 +40 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.4% +0.0% 1.6 4,610 +150 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.4% +0.3% 1.6 2,793 +27 5 —
☆IWO funds › ISHARES TR TRIM — 0.4% +0.0% 1.6 4,012 -39 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.4% +0.0% 1.6 6,594 +95 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 1.5 51,559 +483 5 —
☆TSLA funds › TESLA INC ADD — 0.4% -0.0% 1.4 3,353 +14 5 —
☆DKNG funds › DRAFTKINGS INC NEW HOLD — 0.4% +0.0% 1.3 51,641 +0 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.3% +0.1% 1.3 7,296 -127 5 —
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.1% 1.2 50,059 -739 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% -0.0% 1.1 19,062 +407 5 —
☆BPOP funds › POPULAR INC ADD — 0.3% +0.0% 1.0 6,207 +3 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 0.9 944 -12 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% -0.0% 0.9 2,670 -86 5 —
☆USMV funds › ISHARES TR ADD — 0.2% +0.0% 0.9 9,007 +1,177 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.2% -0.0% 0.8 15,349 +110 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.2% +0.0% 0.8 1,618 +13 5 —
☆V funds › VISA INC HOLD — 0.2% -0.0% 0.8 2,203 +0 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 0.7 1,413 +1 5 —
☆AVGO funds › BROADCOM INC ADD — 0.2% +0.0% 0.7 1,900 +27 5 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.2% -0.1% 0.7 2,821 -17 5 —
☆META funds › META PLATFORMS INC HOLD — 0.2% -0.0% 0.6 1,139 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 0.6 4,612 -114 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.2% +0.2% 0.6 509 +509 1 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.2% +0.1% 0.6 776 -18 3 —
☆SUB funds › ISHARES TR ADD — 0.1% +0.1% 0.6 5,219 +3,082 2 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 0.5 505 -4 4 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 0.5 3,754 +152 5 —
☆IVE funds › ISHARES TR ADD — 0.1% +0.0% 0.5 2,128 +152 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 0.5 1,145 -20 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.1% +0.0% 0.4 1,123 -4 5 —
☆SPDW funds › SPDR INDEX SHS FDS HOLD — 0.1% -0.0% 0.4 8,709 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% +0.0% 0.4 1,691 +335 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% +0.0% 0.4 207 -2 2 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.1% -0.0% 0.4 1,566 -8 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% -0.0% 0.4 6,845 -589 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 0.4 3,235 -29 5 —
☆HYMB funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.4 14,610 +527 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.1% +0.0% 0.4 308 -2 5 —
☆EXC funds › EXELON CORP TRIM — 0.1% -0.0% 0.4 7,866 -6 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 0.4 940 -41 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.3 2,664 -3 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 0.3 1,885 +37 5 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.1% +0.1% 0.3 1,787 +1,787 1 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 0.3 988 -26 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 0.3 9,158 -64 5 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.1% +0.1% 0.3 755 +755 1 —
☆CMI funds › CUMMINS INC TRIM — 0.1% +0.0% 0.3 444 -11 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.3 1,111 +185 5 —
☆EFAV funds › ISHARES TR ADD — 0.1% -0.0% 0.3 3,438 +497 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 0.3 2,330 -39 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 0.3 2,594 -28 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.1% -0.0% 0.3 1,533 -127 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.3 671 +671 1 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 0.3 2,050 +14 4 —
☆DXCM funds › DEXCOM INC TRIM — 0.1% -0.0% 0.3 3,971 -82 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 0.3 3,234 -112 5 —
☆ACWV funds › ISHARES INC ADD — 0.1% -0.0% 0.3 2,221 +238 5 —
☆SNDK funds › SANDISK CORP NEW — 0.1% +0.1% 0.3 116 +116 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 0.3 525 +9 5 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.1% -0.0% 0.3 1,002 -9 2 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.1% -0.0% 0.3 551 -2 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V NEW — 0.1% +0.1% 0.2 868 +868 1 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.0% 0.2 1,448 -69 3 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 0.2 1,510 +15 5 —
☆ETN funds › EATON CORP PLC NEW — 0.1% +0.1% 0.2 539 +539 1 —
☆HD funds › HOME DEPOT INC HOLD — 0.1% -0.0% 0.2 643 +0 5 —
☆ABBV funds › ABBVIE INC NEW — 0.1% +0.1% 0.2 891 +891 1 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.1% +0.1% 0.2 221 +221 1 —
☆ET funds › ENERGY TRANSFER L P HOLD — 0.1% -0.0% 0.2 11,500 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.1% +0.1% 0.2 887 +887 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% -0.0% 0.2 424 -1 4 —
☆SLM funds › SLM CORP NEW — 0.1% +0.1% 0.2 8,035 +8,035 1 —
☆KBDC funds › KAYNE ANDERSON BDC INC HOLD — 0.1% -0.0% 0.2 14,901 +0 5 —
☆BE funds › BLOOM ENERGY CORP NEW — 0.1% +0.1% 0.2 666 +666 1 —
☆STT funds › STATE STR CORP NEW — 0.1% +0.1% 0.2 1,185 +1,185 1 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.1% 0.0 0 -2,927 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -8,127 0 —
☆KR funds › KROGER CO EXIT — 0.0% -0.1% 0.0 0 -3,451 0 —
☆SHEL funds › SHELL PLC EXIT — 0.0% -0.1% 0.0 0 -2,194 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -4,511 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.1% 0.0 0 -849 0 —
☆ZTS funds › ZOETIS INC EXIT — 0.0% -0.1% 0.0 0 -2,140 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.1% 0.0 0 -829 0 —
☆HCA funds › HCA HEALTHCARE INC EXIT — 0.0% -0.1% 0.0 0 -427 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 372 100 0.04 73% 0.066 0.779 — in
2026Q1 326 96 0.04 73% 0.066 0.756 — in
2025Q4 326 94 0.01 72% 0.065 0.758 — in
2025Q3 317 94 0.02 72% 0.066 0.751 — in
2025Q2 291 94 0.04 72% 0.065 0.741 — entered
2025Q1 257 92 0.00 72% 0.063 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status