Veery Capital

Wilmington, DEfiles as Veery Capital, LLC

$372m in 100 US stocks at the end of 30 June 2026. The top 10 are 73.5% of the money. It changed about 3.5% of the portfolio this quarter.

Value

$372m

Stocks

100

Top 10 share

73.5%

Turnover

3.5%

What changed this quarter

New

Bought for the first time this quarter.

Micron TechnologyMU
0.2% of the fund
AstrazenecaAZN
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
NXP SemiconductorsNXPI
<0.1% of the fund
EatonETN
<0.1% of the fund
AbbVieABBV
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
PNC Financial Services GroupPNC
<0.1% of the fund
SLMSLM
<0.1% of the fund
Bloom EnergyBE
<0.1% of the fund
State StreetSTT
<0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHG
12.6% of the fund
+2%
Schwab Strategic TRSCHV
11.2% of the fund
+2%
Ishares TRIDEV
10.4% of the fund
+4%
Vanguard BD Index FDSBND
5.9% of the fund
+4%
Vanguard Index FDSVBR
3.8% of the fund
+3%
Ishares TRMUB
3.3% of the fund
+5%
Vanguard Charlotte FDSBNDX
1.4% of the fund
+4%
Vanguard Index FDSVOO
0.9% of the fund
+3%
Vanguard Malvern FDSVTIP
0.7% of the fund
+3%
Spdr Series TrustSPHY
0.7% of the fund
+4%
Vaneck ETF TrustEMLC
0.5% of the fund
+4%
Vanguard Whitehall FDSVWOB
0.5% of the fund
+4%
AlphabetGOOGL
0.4% of the fund
+3%
Vanguard Intl Equity Index FVWO
0.3% of the fund
+2%
Ishares TRUSMV
0.2% of the fund
+15%
Ishares TRSUB
0.1% of the fund
+144%
Ishares TRIVW
0.1% of the fund
+4%
Ishares TRIVE
0.1% of the fund
+8%
Johnson & JohnsonJNJ
0.1% of the fund
+25%
Spdr Series TrustHYMB
<0.1% of the fund
+4%
Philip Morris InternationalPM
<0.1% of the fund
+2%
International Business MachinesIBM
<0.1% of the fund
+20%
Ishares TREFAV
<0.1% of the fund
+17%
IsharesACWV
<0.1% of the fund
+12%

Cut

Sold some of their stake.

Ishares TRIEFA
3.7% of the fund
-2%
JPMorgan ChaseJPM
0.2% of the fund
-3%
ExxonMobil HoldingsXOM
0.2% of the fund
-2%
Applied MaterialsAMAT
0.2% of the fund
-2%
Bank of AmericaBAC
0.1% of the fund
-8%
General ElectricGE
<0.1% of the fund
-4%
American ExpressAXP
<0.1% of the fund
-3%
CumminsCMI
<0.1% of the fund
-2%
DanaherDHR
<0.1% of the fund
-8%
DexcomDXCM
<0.1% of the fund
-2%
Wells Fargo & CompanyWFC
<0.1% of the fund
-3%
ChevronCVX
<0.1% of the fund
-5%

Sold out

Sold their entire stake.

IntuitINTU
-100%
ZoetisZTS
-100%
KrogerKR
-100%
AT&TT
-100%
Verizon CommunicationsVZ
-100%
Uber TechnologiesUBER
-100%
AdobeADBE
-100%
ShellSHEL
-100%
HCA HealthcareHCA
-100%

Holdings

Schwab Strategic TRSCHG
Share
12.6%
Value
$47m
Shares
1,382,183
+2%
Schwab Strategic TRSCHV
Share
11.2%
Value
$42m
Shares
1,196,106
+2%
Ishares TRIDEV
Share
10.4%
Value
$39m
Shares
433,737
+4%
Vanguard Index FDSVTV
Share
8.1%
Value
$30m
Shares
139,016
Held
Vanguard Index FDSVUG
Share
8.0%
Value
$30m
Shares
347,008
Held
Vanguard BD Index FDSBND
Share
5.9%
Value
$22m
Shares
300,556
+4%
IsharesIEMG
Share
5.7%
Value
$21m
Shares
257,157
Held
Vanguard Index FDSVBK
Share
4.1%
Value
$15m
Shares
41,562
Held
Vanguard Index FDSVBR
Share
3.8%
Value
$14m
Shares
57,527
+3%
Ishares TRIEFA
Share
3.7%
Value
$14m
Shares
143,750
-2%
Ishares TRMUB
Share
3.3%
Value
$12m
Shares
113,805
+5%
Vanguard Tax-Managed FDSVEA
Share
2.4%
Value
$9m
Shares
123,668
Held
Vanguard Charlotte FDSBNDX
Share
1.4%
Value
$5m
Shares
104,860
+4%
Vaneck ETF TrustHYD
Share
1.3%
Value
$5m
Shares
93,136
Held
AppleAAPL
Share
1.0%
Value
$4m
Shares
12,886
Held
Vanguard Index FDSVOO
Share
0.9%
Value
$3m
Shares
4,878
+3%
Vanguard Malvern FDSVTIP
Share
0.7%
Value
$3m
Shares
55,228
+3%
Spdr Series TrustSPHY
Share
0.7%
Value
$3m
Shares
117,080
+4%
Invesco QQQ TRQQQ
Share
0.7%
Value
$3m
Shares
3,726
Held
AlphabetGOOG
Share
0.6%
Value
$2m
Shares
6,330
Held
Vaneck ETF TrustEMLC
Share
0.5%
Value
$2m
Shares
79,258
+4%
Vanguard Whitehall FDSVWOB
Share
0.5%
Value
$2m
Shares
28,631
+4%
MicrosoftMSFT
Share
0.5%
Value
$2m
Shares
4,806
Held
Ishares TRIWN
Share
0.5%
Value
$2m
Shares
7,702
Held
NvidiaNVDA
Share
0.5%
Value
$2m
Shares
8,469
Held
AlphabetGOOGL
Share
0.4%
Value
$2m
Shares
4,610
+3%
Advanced Micro DevicesAMD
Share
0.4%
Value
$2m
Shares
2,793
Held
Ishares TRIWO
Share
0.4%
Value
$2m
Shares
4,012
Held
Amazon.comAMZN
Share
0.4%
Value
$2m
Shares
6,594
Held
Schwab Strategic TRSCHX
Share
0.4%
Value
$2m
Shares
51,559
Held
TeslaTSLA
Share
0.4%
Value
$1m
Shares
3,353
Held
DraftKingsDKNG
Share
0.4%
Value
$1m
Shares
51,641
Held
AmphenolAPH
Share
0.3%
Value
$1m
Shares
7,296
Held
Schwab Strategic TRSCHO
Share
0.3%
Value
$1m
Shares
50,059
Held
Vanguard Intl Equity Index FVWO
Share
0.3%
Value
$1m
Shares
19,062
+2%
PopularBPOP
Share
0.3%
Value
$1m
Shares
6,207
Held
Costco WholesaleCOST
Share
0.2%
Value
$883,084
Shares
944
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$873,959
Shares
2,670
-3%
Ishares TRUSMV
Share
0.2%
Value
$868,815
Shares
9,007
+15%
Vanguard MUN BD FDSVTEB
Share
0.2%
Value
$776,359
Shares
15,349
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$772,708
Shares
1,618
Held
VisaV
Share
0.2%
Value
$755,827
Shares
2,203
Held
MastercardMA
Share
0.2%
Value
$725,717
Shares
1,413
Held
BroadcomAVGO
Share
0.2%
Value
$717,886
Shares
1,900
Held
Constellation EnergyCEG
Share
0.2%
Value
$700,652
Shares
2,821
Held
Meta PlatformsMETA
Share
0.2%
Value
$641,708
Shares
1,139
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$630,553
Shares
4,612
-2%
Micron TechnologyMU
Share
0.2%
Value
$587,534
Shares
509
New
Applied MaterialsAMAT
Share
0.2%
Value
$561,048
Shares
776
-2%
Ishares TRSUB
Share
0.1%
Value
$555,667
Shares
5,219
+144%
CaterpillarCAT
Share
0.1%
Value
$537,775
Shares
505
Held
Ishares TRIVW
Share
0.1%
Value
$516,288
Shares
3,754
+4%
Ishares TRIVE
Share
0.1%
Value
$483,184
Shares
2,128
+8%
Intuitive SurgicalISRG
Share
0.1%
Value
$455,344
Shares
1,145
Held
Analog DevicesADI
Share
0.1%
Value
$446,022
Shares
1,123
Held
Spdr Index SHS FDSSPDW
Share
0.1%
Value
$438,847
Shares
8,709
Held
Johnson & JohnsonJNJ
Share
0.1%
Value
$429,463
Shares
1,691
+25%
ASML Holding NVASML
Share
0.1%
Value
$411,814
Shares
207
Held
Marathon PetroleumMPC
Share
0.1%
Value
$400,379
Shares
1,566
Held
Bank of AmericaBAC
Share
0.1%
Value
$390,035
Shares
6,845
-8%
Cisco SystemsCSCO
Share
0.1%
Value
$379,983
Shares
3,235
Held
Spdr Series TrustHYMB
Share
<0.1%
Value
$371,679
Shares
14,610
+4%
Eli LillyLLY
Share
<0.1%
Value
$369,424
Shares
308
Held
ExelonEXC
Share
<0.1%
Value
$366,713
Shares
7,866
Held
General ElectricGE
Share
<0.1%
Value
$351,474
Shares
940
-4%
MerckMRK
Share
<0.1%
Value
$342,324
Shares
2,664
Held
Philip Morris InternationalPM
Share
<0.1%
Value
$341,015
Shares
1,885
+2%
AstrazenecaAZN
Share
<0.1%
Value
$338,851
Shares
1,787
New
American ExpressAXP
Share
<0.1%
Value
$334,191
Shares
988
-3%
Schwab Strategic TRSCHA
Share
<0.1%
Value
$330,869
Shares
9,158
Held
Lam ResearchLRCX
Share
<0.1%
Value
$327,164
Shares
755
New
CumminsCMI
Share
<0.1%
Value
$316,665
Shares
444
-2%
International Business MachinesIBM
Share
<0.1%
Value
$312,424
Shares
1,111
+20%
Ishares TREFAV
Share
<0.1%
Value
$301,547
Shares
3,438
+17%
Gilead SciencesGILD
Share
<0.1%
Value
$294,331
Shares
2,330
Held
WalmartWMT
Share
<0.1%
Value
$293,796
Shares
2,594
Held
DanaherDHR
Share
<0.1%
Value
$292,006
Shares
1,533
-8%
Dell TechnologiesDELL
Share
<0.1%
Value
$289,510
Shares
671
New
CitigroupC
Share
<0.1%
Value
$286,918
Shares
2,050
Held
DexcomDXCM
Share
<0.1%
Value
$267,447
Shares
3,971
-2%
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$267,258
Shares
3,234
-3%
IsharesACWV
Share
<0.1%
Value
$267,031
Shares
2,221
+12%
SandiskSNDK
Share
<0.1%
Value
$263,753
Shares
116
New
Berkshire HathawayBRK-B
Share
<0.1%
Value
$262,705
Shares
525
Held
Valero EnergyVLO
Share
<0.1%
Value
$260,961
Shares
1,002
Held
Ameriprise FinancialAMP
Share
<0.1%
Value
$252,777
Shares
551
Held
NXP SemiconductorsNXPI
Share
<0.1%
Value
$243,934
Shares
868
New
ChevronCVX
Share
<0.1%
Value
$240,020
Shares
1,448
-5%
SalesforceCRM
Share
<0.1%
Value
$236,561
Shares
1,510
Held
EatonETN
Share
<0.1%
Value
$229,679
Shares
539
New
Home DepotHD
Share
<0.1%
Value
$226,773
Shares
643
Held
AbbVieABBV
Share
<0.1%
Value
$224,211
Shares
891
New
Goldman Sachs GroupGS
Share
<0.1%
Value
$223,513
Shares
221
New
Energy Transfer L PET
Share
<0.1%
Value
$219,880
Shares
11,500
Held
PNC Financial Services GroupPNC
Share
<0.1%
Value
$218,397
Shares
887
New
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$212,577
Shares
424
Held
SLMSLM
Share
<0.1%
Value
$208,428
Shares
8,035
New
Kayne Anderson BDCKBDC
Share
<0.1%
Value
$201,611
Shares
14,901
Held
Bloom EnergyBE
Share
<0.1%
Value
$201,598
Shares
666
New
State StreetSTT
Share
<0.1%
Value
$200,976
Shares
1,185
New

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHG	12.6%	$47m	1,382,183	+2%
Schwab Strategic TRSCHV	11.2%	$42m	1,196,106	+2%
Ishares TRIDEV	10.4%	$39m	433,737	+4%
Vanguard Index FDSVTV	8.1%	$30m	139,016	Held
Vanguard Index FDSVUG	8.0%	$30m	347,008	Held
Vanguard BD Index FDSBND	5.9%	$22m	300,556	+4%
IsharesIEMG	5.7%	$21m	257,157	Held
Vanguard Index FDSVBK	4.1%	$15m	41,562	Held
Vanguard Index FDSVBR	3.8%	$14m	57,527	+3%
Ishares TRIEFA	3.7%	$14m	143,750	-2%
Ishares TRMUB	3.3%	$12m	113,805	+5%
Vanguard Tax-Managed FDSVEA	2.4%	$9m	123,668	Held
Vanguard Charlotte FDSBNDX	1.4%	$5m	104,860	+4%
Vaneck ETF TrustHYD	1.3%	$5m	93,136	Held
AppleAAPL	1.0%	$4m	12,886	Held
Vanguard Index FDSVOO	0.9%	$3m	4,878	+3%
Vanguard Malvern FDSVTIP	0.7%	$3m	55,228	+3%
Spdr Series TrustSPHY	0.7%	$3m	117,080	+4%
Invesco QQQ TRQQQ	0.7%	$3m	3,726	Held
AlphabetGOOG	0.6%	$2m	6,330	Held
Vaneck ETF TrustEMLC	0.5%	$2m	79,258	+4%
Vanguard Whitehall FDSVWOB	0.5%	$2m	28,631	+4%
MicrosoftMSFT	0.5%	$2m	4,806	Held
Ishares TRIWN	0.5%	$2m	7,702	Held
NvidiaNVDA	0.5%	$2m	8,469	Held
AlphabetGOOGL	0.4%	$2m	4,610	+3%
Advanced Micro DevicesAMD	0.4%	$2m	2,793	Held
Ishares TRIWO	0.4%	$2m	4,012	Held
Amazon.comAMZN	0.4%	$2m	6,594	Held
Schwab Strategic TRSCHX	0.4%	$2m	51,559	Held
TeslaTSLA	0.4%	$1m	3,353	Held
DraftKingsDKNG	0.4%	$1m	51,641	Held
AmphenolAPH	0.3%	$1m	7,296	Held
Schwab Strategic TRSCHO	0.3%	$1m	50,059	Held
Vanguard Intl Equity Index FVWO	0.3%	$1m	19,062	+2%
PopularBPOP	0.3%	$1m	6,207	Held
Costco WholesaleCOST	0.2%	$883,084	944	Held
JPMorgan ChaseJPM	0.2%	$873,959	2,670	-3%
Ishares TRUSMV	0.2%	$868,815	9,007	+15%
Vanguard MUN BD FDSVTEB	0.2%	$776,359	15,349	Held
Taiwan Semiconductor ManufacturingTSM	0.2%	$772,708	1,618	Held
VisaV	0.2%	$755,827	2,203	Held
MastercardMA	0.2%	$725,717	1,413	Held
BroadcomAVGO	0.2%	$717,886	1,900	Held
Constellation EnergyCEG	0.2%	$700,652	2,821	Held
Meta PlatformsMETA	0.2%	$641,708	1,139	Held
ExxonMobil HoldingsXOM	0.2%	$630,553	4,612	-2%
Micron TechnologyMU	0.2%	$587,534	509	New
Applied MaterialsAMAT	0.2%	$561,048	776	-2%
Ishares TRSUB	0.1%	$555,667	5,219	+144%
CaterpillarCAT	0.1%	$537,775	505	Held
Ishares TRIVW	0.1%	$516,288	3,754	+4%
Ishares TRIVE	0.1%	$483,184	2,128	+8%
Intuitive SurgicalISRG	0.1%	$455,344	1,145	Held
Analog DevicesADI	0.1%	$446,022	1,123	Held
Spdr Index SHS FDSSPDW	0.1%	$438,847	8,709	Held
Johnson & JohnsonJNJ	0.1%	$429,463	1,691	+25%
ASML Holding NVASML	0.1%	$411,814	207	Held
Marathon PetroleumMPC	0.1%	$400,379	1,566	Held
Bank of AmericaBAC	0.1%	$390,035	6,845	-8%
Cisco SystemsCSCO	0.1%	$379,983	3,235	Held
Spdr Series TrustHYMB	<0.1%	$371,679	14,610	+4%
Eli LillyLLY	<0.1%	$369,424	308	Held
ExelonEXC	<0.1%	$366,713	7,866	Held
General ElectricGE	<0.1%	$351,474	940	-4%
MerckMRK	<0.1%	$342,324	2,664	Held
Philip Morris InternationalPM	<0.1%	$341,015	1,885	+2%
AstrazenecaAZN	<0.1%	$338,851	1,787	New
American ExpressAXP	<0.1%	$334,191	988	-3%
Schwab Strategic TRSCHA	<0.1%	$330,869	9,158	Held
Lam ResearchLRCX	<0.1%	$327,164	755	New
CumminsCMI	<0.1%	$316,665	444	-2%
International Business MachinesIBM	<0.1%	$312,424	1,111	+20%
Ishares TREFAV	<0.1%	$301,547	3,438	+17%
Gilead SciencesGILD	<0.1%	$294,331	2,330	Held
WalmartWMT	<0.1%	$293,796	2,594	Held
DanaherDHR	<0.1%	$292,006	1,533	-8%
Dell TechnologiesDELL	<0.1%	$289,510	671	New
CitigroupC	<0.1%	$286,918	2,050	Held
DexcomDXCM	<0.1%	$267,447	3,971	-2%
Wells Fargo & CompanyWFC	<0.1%	$267,258	3,234	-3%
IsharesACWV	<0.1%	$267,031	2,221	+12%
SandiskSNDK	<0.1%	$263,753	116	New
Berkshire HathawayBRK-B	<0.1%	$262,705	525	Held
Valero EnergyVLO	<0.1%	$260,961	1,002	Held
Ameriprise FinancialAMP	<0.1%	$252,777	551	Held
NXP SemiconductorsNXPI	<0.1%	$243,934	868	New
ChevronCVX	<0.1%	$240,020	1,448	-5%
SalesforceCRM	<0.1%	$236,561	1,510	Held
EatonETN	<0.1%	$229,679	539	New
Home DepotHD	<0.1%	$226,773	643	Held
AbbVieABBV	<0.1%	$224,211	891	New
Goldman Sachs GroupGS	<0.1%	$223,513	221	New
Energy Transfer L PET	<0.1%	$219,880	11,500	Held
PNC Financial Services GroupPNC	<0.1%	$218,397	887	New
Thermo Fisher ScientificTMO	<0.1%	$212,577	424	Held
SLMSLM	<0.1%	$208,428	8,035	New
Kayne Anderson BDCKBDC	<0.1%	$201,611	14,901	Held
Bloom EnergyBE	<0.1%	$201,598	666	New
State StreetSTT	<0.1%	$200,976	1,185	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.0% since 30 June 2025.

Where the money is

Technology4.1%

Financial services1.6%

Media & telecom1.2%

Retail & consumer1.2%

Health care0.9%

Industrials0.6%

Energy0.4%

Everyday goods0.4%

Utilities0.3%

Other89.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.