Veery Capital, LLC
CIK 1844375 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $372.3M
- Posisi
- 100
- Per tanggal
- 30 Juni 2026
#4.546 dari 9.443 berdasarkan nilai 13F · top 48.1%
Nilai portofolio QoQ: +14.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 73,49%
- Bobot 25 kepemilikan teratas
- 88,98%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 15,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,81% Perkiraan pembelian $36.098.160 · penjualan $2.812.782
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 80,6% masih dipegang
- Posisi baru
- 13
- Meningkat
- 43
- Menurun
- 36
- Tertutup
- 9
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,8%
Communication Services
1,2%
Healthcare
0,9%
Retail
0,8%
Industrials
0,8%
Financials
0,8%
Financial Services
0,8%
Consumer Discretionary
0,7%
Energy
0,5%
Utilities
0,3%
Communications
0,1%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
89,3%
Portofolio lengkap 100 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $46.773.065 | 12,56% | 1.382.183 | $7.422.138 | Naik ×2 | ||
| SCHV | $41.636.449 | 11,18% | 1.196.106 | $6.000.027 | Naik ×6 | ||
| IDEV | $38.606.944 | 10,37% | 433.737 | $3.584.706 | Naik ×6 | ||
| VTV | $30.295.821 | 8,14% | 139.016 | $3.338.480 | Naik ×6 | ||
| VUG | $29.891.259 | 8,03% | 347.008 | $4.510.209 | Naik ×6 | ||
| BND Vanguard Total Bond Market ETF | $22.063.808 | 5,93% | 300.556 | $864.629 | Naik ×6 | ||
| IEMG | $21.302.899 | 5,72% | 257.157 | $3.585.348 | Naik ×6 | ||
| VBK | $15.199.359 | 4,08% | 41.562 | $2.777.893 | Naik ×6 | ||
| VBR | $13.978.575 | 3,75% | 57.527 | $1.788.011 | Naik ×6 | ||
| IEFA | $13.883.340 | 3,73% | 143.750 | $541.700 | Turun ×1 | ||
| MUB | $12.247.723 | 3,29% | 113.805 | $776.306 | Naik ×1 | ||
| VEA | $8.811.355 | 2,37% | 123.668 | $991.147 | Naik ×3 | ||
| BNDX Vanguard Total International Bond ETF | $5.078.387 | 1,36% | 104.860 | $232.946 | Naik ×6 | ||
| HYD | $4.797.416 | 1,29% | 93.136 | $152.528 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.728.634 | 1,00% | 12.886 | $456.331 | Turun ×1 | ||
| VOO | $3.350.534 | 0,90% | 4.878 | $506.726 | Naik ×5 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2.774.104 | 0,75% | 55.228 | $99.146 | Naik ×5 | ||
| SPHY | $2.744.350 | 0,74% | 117.080 | $118.189 | Naik ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.744.138 | 0,74% | 3.726 | $593.321 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.236.634 | 0,60% | 6.330 | $408.453 | Turun ×5 | ||
| EMLC | $2.025.831 | 0,54% | 79.258 | $104.469 | Naik ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1.925.135 | 0,52% | 28.631 | $114.285 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.792.685 | 0,48% | 4.806 | $8.320 | Turun ×3 | ||
| IWN | $1.703.745 | 0,46% | 7.702 | $235.207 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.694.503 | 0,46% | 8.469 | $224.470 | Naik ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.647.534 | 0,44% | 4.610 | $364.976 | Naik ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.622.482 | 0,44% | 2.793 | $1.059.795 | Naik ×2 | ||
| IWO | $1.580.420 | 0,42% | 4.012 | $309.056 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.571.614 | 0,42% | 6.594 | $218.067 | Naik ×2 | ||
| SCHX | $1.517.390 | 0,41% | 51.559 | $207.805 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.410.272 | 0,38% | 3.353 | $168.999 | Naik ×6 | ||
| DKNG DraftKings Inc. - Class A Common Stock | $1.304.452 | 0,35% | 51.641 | $187.974 | |||
| APH Amphenol Corporation Common Stock | $1.286.431 | 0,35% | 7.296 | $348.535 | Turun ×6 | ||
| SCHO | $1.208.427 | 0,32% | 50.059 | $-24.440 | Turun ×1 | ||
| VWO | $1.137.793 | 0,31% | 19.062 | $129.516 | Naik ×3 | ||
| BPOP Popular, Inc. - Common Stock | $1.019.065 | 0,27% | 6.207 | $186.674 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $883.084 | 0,24% | 944 | $-69.503 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $873.959 | 0,23% | 2.670 | $63.186 | Turun ×2 | ||
| USMV | $868.815 | 0,23% | 9.007 | $142.661 | Naik ×2 | ||
| VTEB | $776.359 | 0,21% | 15.349 | $16.075 | Naik ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $772.708 | 0,21% | 1.618 | $230.298 | Naik ×2 | ||
| V Visa Inc. | $755.827 | 0,20% | 2.203 | $89.992 | |||
| MA Mastercard Incorporated Common Stock | $725.717 | 0,19% | 1.413 | $20.197 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $717.886 | 0,19% | 1.900 | $138.080 | Naik ×6 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $700.652 | 0,19% | 2.821 | $-91.860 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $641.708 | 0,17% | 1.139 | $-9.923 | |||
| XOM Exxon Mobil Corporation Common Stock | $630.553 | 0,17% | 4.612 | $-171.260 | Turun ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $587.534 | 0,16% | 509 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $561.048 | 0,15% | 776 | $289.667 | Turun ×2 | ||
| SUB | $555.667 | 0,15% | 5.219 | $328.076 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $537.775 | 0,14% | 505 | $177.169 | Turun ×1 | ||
| IVW | $516.288 | 0,14% | 3.754 | $108.866 | Naik ×3 | ||
| IVE | $483.184 | 0,13% | 2.128 | $65.952 | Naik ×4 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $455.344 | 0,12% | 1.145 | $-81.709 | Turun ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $446.022 | 0,12% | 1.123 | $87.478 | Turun ×1 | ||
| SPDW | $438.847 | 0,12% | 8.709 | $41.281 | |||
| JNJ Johnson & Johnson Common Stock | $429.463 | 0,12% | 1.691 | $98.002 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $411.814 | 0,11% | 207 | $135.761 | Turun ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $400.379 | 0,11% | 1.566 | $16.040 | Turun ×2 | ||
| BAC Bank of America Corporation Common Stock | $390.035 | 0,10% | 6.845 | $27.618 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $379.983 | 0,10% | 3.235 | $126.729 | Turun ×2 | ||
| HYMB | $371.679 | 0,10% | 14.610 | $22.414 | Naik ×6 | ||
| LLY Eli Lilly and Company Common Stock | $369.424 | 0,10% | 308 | $84.295 | Turun ×2 | ||
| EXC Exelon Corporation - Common Stock | $366.713 | 0,10% | 7.866 | $-19.172 | Turun ×1 | ||
| GE GE Aerospace Common Stock | $351.474 | 0,09% | 940 | $73.038 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $342.324 | 0,09% | 2.664 | $21.511 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $341.015 | 0,09% | 1.885 | $35.467 | Naik ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $338.851 | 0,09% | 1.787 | Naik ×1 | |||
| AXP American Express Company Common Stock | $334.191 | 0,09% | 988 | $27.476 | Turun ×4 | ||
| SCHA | $330.869 | 0,09% | 9.158 | $62.706 | Turun ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $327.164 | 0,09% | 755 | Naik ×1 | |||
| CMI Cummins Inc. Common Stock | $316.665 | 0,09% | 444 | $71.866 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $312.424 | 0,08% | 1.111 | $87.971 | Naik ×1 | ||
| EFAV | $301.547 | 0,08% | 3.438 | $32.828 | Naik ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $294.331 | 0,08% | 2.330 | $-35.861 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $293.796 | 0,08% | 2.594 | $-32.066 | Turun ×2 | ||
| DHR Danaher Corporation Common Stock | $292.006 | 0,08% | 1.533 | $-22.730 | Turun ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $289.510 | 0,08% | 671 | Naik ×1 | |||
| C Citigroup, Inc. Common Stock | $286.918 | 0,08% | 2.050 | $56.015 | Naik ×1 | ||
| DXCM DexCom, Inc. - Common Stock | $267.447 | 0,07% | 3.971 | $12.919 | Turun ×1 | ||
| WFC Wells Fargo & Company Common Stock | $267.258 | 0,07% | 3.234 | $883 | Turun ×2 | ||
| ACWV | $267.031 | 0,07% | 2.221 | $30.043 | Naik ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $263.753 | 0,07% | 116 | Naik ×1 | |||
| BRKB | $262.705 | 0,07% | 525 | $15.438 | Naik ×1 | ||
| VLO Valero Energy Corporation Common Stock | $260.961 | 0,07% | 1.002 | $11.163 | Turun ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $252.777 | 0,07% | 551 | $7.024 | Turun ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $243.934 | 0,07% | 868 | Naik ×1 | |||
| CVX Chevron Corporation Common Stock | $240.020 | 0,06% | 1.448 | $-73.847 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $236.561 | 0,06% | 1.510 | $-42.515 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $229.679 | 0,06% | 539 | Naik ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $226.773 | 0,06% | 643 | $15.297 | |||
| ABBV AbbVie Inc. Common Stock | $224.211 | 0,06% | 891 | ||||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $223.513 | 0,06% | 221 | ||||
| ET Energy Transfer LP Common Units | $219.880 | 0,06% | 11.500 | $-2.070 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $218.397 | 0,06% | 887 | Naik ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $212.577 | 0,06% | 424 | $3.677 | Turun ×1 | ||
| SLM SLM Corporation - Common Stock | $208.428 | 0,06% | 8.035 | ||||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $201.611 | 0,05% | 14.901 | $-2.831 | |||
| BE Bloom Energy Corporation Class A Common Stock | $201.598 | 0,05% | 666 | Naik ×1 | |||
| STT State Street Corporation Common Stock | $200.976 | 0,05% | 1.185 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SCHV | $41.636.449 | 11,18% | naik ×6 |
| IDEV | $38.606.944 | 10,37% | naik ×6 |
| VTV | $30.295.821 | 8,14% | naik ×6 |
| VUG | $29.891.259 | 8,03% | naik ×6 |
| BND | $22.063.808 | 5,93% | naik ×6 |
| IEMG | $21.302.899 | 5,72% | naik ×6 |
| VBK | $15.199.359 | 4,08% | naik ×6 |
| VBR | $13.978.575 | 3,75% | naik ×6 |
| VEA | $8.811.355 | 2,37% | naik ×3 |
| BNDX | $5.078.387 | 1,36% | naik ×6 |
| VOO | $3.350.534 | 0,90% | naik ×5 |
| VTIP | $2.774.104 | 0,75% | naik ×5 |
| SPHY | $2.744.350 | 0,74% | naik ×6 |
| NVDA | $1.694.503 | 0,46% | naik ×5 |
| GOOGL | $1.647.534 | 0,44% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| MU | $587.534 | 509 | 0,16% |
| AZN | $338.851 | 1.787 | 0,09% |
| LRCX | $327.164 | 755 | 0,09% |
| DELL | $289.510 | 671 | 0,08% |
| SNDK | $263.753 | 116 | 0,07% |
| NXPI | $243.934 | 868 | 0,07% |
| ETN | $229.679 | 539 | 0,06% |
| ABBV | $224.211 | 891 | 0,06% |
| GS | $223.513 | 221 | 0,06% |
| PNC | $218.397 | 887 | 0,06% |
| SLM | $208.428 | 8.035 | 0,06% |
| BE | $201.598 | 666 | 0,05% |
| STT | $200.976 | 1.185 | 0,05% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHG | Beli lebih banyak | +31K | +$7.4M |
| SCHV | Beli lebih banyak | +28K | +$6.0M |
| VUG | Beli lebih banyak | +289K | +$4.5M |
| IEMG | Beli lebih banyak | +3K | +$3.6M |
| IDEV | Beli lebih banyak | +15K | +$3.6M |
| VTV | Beli lebih banyak | +2K | +$3.3M |
| VBK | Beli lebih banyak | +465 | +$2.8M |
| VBR | Beli lebih banyak | +1K | +$1.8M |
| AMD | Beli lebih banyak | +27 | +$1.1M |
| VEA | Beli lebih banyak | +2K | +$991K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SLM | 31 Maret 2026 | 17.677 | $478.340 | 23,3% |
| INTU | 30 Juni 2026 | 829 | $358.443 | 38,7% |
| AZN | 31 Maret 2026 | 3.770 | $346.576 | -17,2% |
| KMB | 31 Maret 2025 | 2.415 | $316.462 | -23,2% |
| ORCL | 31 Des. 2025 | 1.081 | $304.020 | -26,9% |
| T | 31 Des. 2025 | 10.557 | $298.130 | 1,6% |
| VYM | 31 Maret 2025 | 2.147 | $273.936 | Tidak lagi dilacak |
| ZTS | 30 Juni 2026 | 2.140 | $252.969 | 5,4% |
| ABBV | 31 Maret 2025 | 1.416 | $251.623 | 26,6% |
| KR | 30 Juni 2026 | 3.451 | $249.714 | 0,5% |
| VIG | 31 Maret 2025 | 1.222 | $239.304 | Tidak lagi dilacak |
| T | 30 Juni 2026 | 8.127 | $235.602 | 22,0% |
| SMLR | 30 Sep. 2025 | 6.000 | $232.440 | Tidak lagi dilacak |
| VZ | 30 Juni 2026 | 4.511 | $226.452 | 16,7% |
| PAYX | 30 Sep. 2025 | 1.543 | $224.445 | -2,5% |
| BTC | 31 Maret 2026 | 5.767 | $223.356 | Tidak lagi dilacak |
| AMAT | 31 Maret 2025 | 1.345 | $218.737 | 240,4% |
| ROP | 30 Sep. 2025 | 374 | $211.998 | -17,9% |
| TMO | 30 Juni 2025 | 426 | $211.978 | 52,8% |
| UBER | 30 Juni 2026 | 2.927 | $210.539 | 10,4% |
| HYLB | 31 Maret 2025 | 5.751 | $207.487 | Tidak lagi dilacak |
| GS | 31 Maret 2026 | 235 | $206.565 | 20,2% |
| ADBE | 30 Juni 2026 | 849 | $206.375 | 33,6% |
| SAP | 31 Des. 2025 | 771 | $206.019 | -11,0% |
| BCS | 31 Maret 2026 | 8.026 | $204.262 | 26,6% |
| SHEL | 30 Juni 2026 | 2.194 | $204.042 | 22,0% |
| VZ | 31 Des. 2025 | 4.634 | $203.664 | 21,3% |
| UNH | 30 Juni 2025 | 387 | $202.691 | 25,8% |
| HCA | 30 Juni 2026 | 427 | $202.073 | 5,3% |
| EMB | 30 Juni 2025 | 2.223 | $201.408 | |
| ABBV | 31 Maret 2026 | 876 | $200.157 | 22,0% |
| XERS | 31 Des. 2025 | 14.163 | $115.287 | 13,8% |