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Veery Capital, LLC Portfolio
$375.3M across 101 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.3%
-4.2% a year vs the S&P 500
3 years
+15.0%
-6.2% a year vs the S&P 500
5 years
+6.4%
-5.8% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.5% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.5% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHGSchwab U.S. Large-Cap Growth ETF | $50M | 13.3% | 1,390,802 |
| SCHVSchwab U.S. Large-Cap Value ETF | $40.5M | 10.8% | 1,215,553 |
| IDEViShares Core MSCI International Developed Markets ETF | $39.4M | 10.5% | 440,132 |
| VUGVanguard Growth ETF | $31.6M | 8.4% | 350,820 |
| VTVVanguard Value ETF | $30.2M | 8.1% | 139,973 |
| BNDVanguard Total Bond Market ETF | $22.4M | 6.0% | 319,730 |
| IEMGiShares Core MSCI Emerging Markets ETF | $21.3M | 5.7% | 262,212 |
| VBKVanguard Small-Cap Growth ETF | $14.2M | 3.8% | 42,054 |
| IEFAiShares Core MSCI EAFE ETF | $14M | 3.7% | 144,213 |
| VBRVanguard Small-Cap Value ETF | $13.6M | 3.6% | 58,722 |
| MUBiShares National Muni Bond ETF | $10.8M | 2.9% | 106,827 |
| VEAVanguard FTSE Developed Markets ETF | $8.9M | 2.4% | 126,007 |
| BNDXVanguard Total International Bond ETF | $5.2M | 1.4% | 111,551 |
| HYDVanEck ETF Trust VanEck High Yield Muni ETF | $4.3M | 1.1% | 89,061 |
| AAPLApple Inc | $4.2M | 1.1% | 12,513 |
| VOOVanguard S&P 500 ETF | $3.5M | 0.9% | 4,947 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3M | 0.8% | 61,020 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $2.8M | 0.7% | 123,883 |
| QQQInvesco QQQ Trust, Series 1 | $2.8M | 0.7% | 3,728 |
| MSFTMicrosoft Corp | $2.3M | 0.6% | 4,406 |
| GOOGAlphabet Inc | $2.1M | 0.6% | 6,248 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $2M | 0.5% | 80,373 |
| NVDANVIDIA Corp | $1.9M | 0.5% | 8,496 |
| VWOBVanguard Emerging Markets Government Bond ETF | $1.9M | 0.5% | 30,493 |
| AMDAdvanced Micro Devices Inc | $1.7M | 0.5% | 2,766 |
| AMZNAmazon.com Inc | $1.7M | 0.4% | 6,629 |
| GOOGLAlphabet Inc | $1.6M | 0.4% | 4,697 |
| SCHXSchwab U.S. Large-Cap ETF | $1.6M | 0.4% | 52,824 |
| IWNiShares Russell 2000 Value ETF | $1.5M | 0.4% | 7,373 |
| IWOiShares Russell 2000 Growth Fund | $1.4M | 0.4% | 3,843 |
| APHAmphenol Corp | $1.2M | 0.3% | 14,562 |
| VWOVanguard FTSE Emerging Markets ETF | $1.2M | 0.3% | 20,347 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $1.2M | 0.3% | 50,094 |
| TSLATesla Inc | $1.2M | 0.3% | 3,308 |
| DKNGDraftKings Inc. - Class A Common Stock | $982.7K | 0.3% | 51,721 |
| POPULAR INC | $969.2K | 0.3% | 6,235 |
| USMViShares MSCI USA Min Vol Factor ETF | $885.8K | 0.2% | 9,091 |
| JPMJPMorgan Chase & Co | $883.5K | 0.2% | 2,671 |
| COSTCostco Wholesale Corp | $859.4K | 0.2% | 944 |
| METAMeta Platforms Inc | $821.2K | 0.2% | 1,132 |
| VVisa Inc | $791.6K | 0.2% | 2,203 |
| MAMastercard Inc | $778.1K | 0.2% | 1,411 |
| XOMExxonmobil Holdings Corp | $739.4K | 0.2% | 4,543 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $735.8K | 0.2% | 1,613 |
| CEGConstellation Energy Corp | $716.6K | 0.2% | 2,821 |
| VGTVanguard Information Tech ETF | $694.8K | 0.2% | 5,529 |
| AVGOBroadcom Inc | $641.1K | 0.2% | 1,826 |
| SUBiShares Short-Term National Muni Bond ETF | $603.1K | 0.2% | 5,769 |
| MPCMarathon Petroleum Corp | $593.1K | 0.2% | 1,500 |
| MUMicron Technology Inc | $541.1K | 0.1% | 508 |
| IVWiShares S&P 500 Growth ETF | $534K | 0.1% | 3,754 |
| VTEBVanguard Tax-Exempt Bond ETF | $523.6K | 0.1% | 11,055 |
| IVEiShares S&P 500 Value ETF | $504.3K | 0.1% | 2,209 |
| ISRGIntuitive Surgical Inc | $465.6K | 0.1% | 1,145 |
| ADIAnalog Devices Inc | $443.9K | 0.1% | 1,119 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $435.2K | 0.1% | 8,668 |
| JNJJohnson & Johnson | $429.9K | 0.1% | 1,624 |
| CATCaterpillar Inc | $409.4K | 0.1% | 505 |
| CRMSalesforce Inc | $391.7K | 0.1% | 1,706 |
| MRKMerck & Co Inc | $385.7K | 0.1% | 2,654 |
| AMATApplied Materials Inc | $382K | 0.1% | 747 |
| ASML HLDG NV | $371.4K | 0.1% | 205 |
| LLYEli Lilly and Co | $365.6K | 0.1% | 316 |
| BACBank of America Corp | $360.3K | 0.1% | 6,620 |
| VLOValero Energy Corp | $353.5K | 0.1% | 912 |
| DHRDanaher Corp | $350.3K | 0.1% | 1,581 |
| PMPhilip Morris International Inc | $350K | 0.1% | 1,834 |
| GILDGilead Sciences, Inc | $347.7K | 0.1% | 2,333 |
| DXCMDexcom Inc | $342.7K | 0.1% | 3,971 |
| DELLDell Technologies Inc | $338.9K | 0.1% | 630 |
| CSCOCisco Systems Inc | $333.9K | 0.1% | 3,102 |
| EXCExelon Corp | $317.8K | 0.1% | 7,866 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $315.3K | 0.1% | 3,460 |
| ASTRAZENECA PLC | $299.9K | 0.1% | 1,857 |
| AXPAmerican Express Co | $299.8K | 0.1% | 986 |
| SCHASchwab U.S. Small-Cap ETF | $299.5K | 0.1% | 9,177 |
| GEGeneral Electric Co | $291.3K | 0.1% | 933 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $290.9K | 0.1% | 12,392 |
| CVXChevron Corp | $290.6K | 0.1% | 1,423 |
| TMOThermo Fisher Scientific Inc | $286.2K | 0.1% | 424 |
| ACWViShares MSCI Global Min Vol Factor ETF | $272.6K | 0.1% | 2,221 |
| AMPAmeriprise Financial Inc | $271.3K | 0.1% | 551 |
| WMTWalmart Inc | $267.6K | 0.1% | 2,575 |
| CCitigroup Inc | $260.8K | 0.1% | 2,014 |
| WFCWells Fargo & Co | $257.8K | 0.1% | 3,221 |
| BRK.BBerkshire Hathaway Inc | $255.9K | 0.1% | 514 |
| LRCXLam Research Corp | $245.1K | 0.1% | 746 |
| IBMInternational Business Machines Corp | $244.3K | 0.1% | 1,111 |
| ADBEAdobe Inc | $238.5K | 0.1% | 994 |
| EATON CORP PLC | $231.6K | 0.1% | 539 |
| ABBVAbbVie Inc | $231.2K | 0.1% | 884 |
| ETEnergy Transfer LP | $227.4K | 0.1% | 11,500 |
| HPEHewlett Packard Enterprise Co | $227.1K | 0.1% | 3,555 |
| INTUIntuit Inc | $223.9K | 0.1% | 812 |
| QCOMQualcomm Inc | $206.7K | 0.1% | 1,123 |
| NXP SEMICONDUCTORS N V | $206.2K | 0.1% | 868 |
| SHELShell PLC | $204.5K | 0.1% | 2,152 |
| VZVerizon Communications Inc | $203.6K | 0.1% | 4,438 |
| SAPSAP SE | $202.6K | 0.1% | 972 |
| KRKroger Co | $201.4K | 0.1% | 3,435 |
| KAYNE ANDERSON BDC INC | $187.2K | 0.0% | 14,901 |
Quarter ending 2026-09-30.
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