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Veery Capital Portfolio holdings

AUM $372M
1-Year Est. Return 21.43%
This Fund
S&P 500
This Quarter Est. Return
+6.4%
1 Year Est. Return
+21.43%
3 Year Est. Return
+57.07%
5 Year Est. Return
+49.58%
10 Year Est. Return
–
AUM
$317M
AUM Growth
+$26M
Cap. Flow
+$8.08M
Cap. Flow %
2.55%
Top 10 Hldgs %
72.47%
Holding
97
New
3
Increased
42
Reduced
30
Closed
3

Top Buys

Rank Stock Value
1
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.33M
2
BND icon
Vanguard Total Bond Market
BND
+$1.15M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$930K
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$862K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$699K

Top Sells

Rank Stock Value
1
SMLR
Semler Scientific
SMLR
+$232K
2
PAYX icon
Paychex
PAYX
+$224K
3
ROP icon
Roper Technologies
ROP
+$212K
4
DKNG icon
DraftKings
DKNG
+$149K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$98.1K

Sector Composition

Rank Sector Weight
1 Technology 3.97%
2 Financials 1.78%
3 Consumer Discretionary 1.48%
4 Communication Services 1.25%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.18T
$1.46M 0.46%
3,288
+17
+0.5% +$5.9K
AMZN icon
27
Amazon
AMZN
$2.44T
$1.45M 0.46%
6,590
+105
+2% +$23.8K
IWN icon
28
iShares Russell 2000 Value ETF
IWN
$14.3B
$1.35M 0.43%
7,656
+179
+2% +$30.2K
SCHX icon
29
Schwab US Large- Cap ETF
SCHX
$70.3B
$1.34M 0.42%
50,726
-3,484
-6% -$88.5K
IWO icon
30
iShares Russell 2000 Growth ETF
IWO
$14.1B
$1.29M 0.41%
4,020
– –
SCHO icon
31
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.27M 0.4%
52,224
+2,095
+4% +$51K
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.12T
$1.01M 0.32%
4,173
+706
+20% +$148K
VWO icon
33
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$996K 0.31%
18,389
-1,406
-7% -$72.4K
APH icon
34
Amphenol
APH
$185B
$934K 0.29%
7,547
-47
-0.6% -$5.16K
CEG icon
35
Constellation Energy
CEG
$92.1B
$932K 0.29%
2,832
+3
+0.1% +$968
COST icon
36
Costco
COST
$432B
$885K 0.28%
956
-2
-0.2% -$1.92K
META icon
37
Meta Platforms (Facebook)
META
$1.49T
$876K 0.28%
1,193
-10
-0.8% -$7.44K
JPM icon
38
JPMorgan Chase
JPM
$916B
$870K 0.27%
2,759
+1
+0% +$297
MA icon
39
Mastercard
MA
$498B
$804K 0.25%
1,414
-5
-0.4% -$2.87K
BPOP icon
40
Popular Inc
BPOP
$11B
$783K 0.25%
6,166
+18
+0.3% +$2.15K
V icon
41
Visa
V
$677B
$752K 0.24%
2,203
-3
-0.1% -$1.04K
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$720K 0.23%
14,377
+870
+6% +$42.8K
USMV icon
43
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$717K 0.23%
7,534
-1
-0% -$94
AVGO icon
44
Broadcom
AVGO
$1.76T
$585K 0.18%
1,772
+12
+0.7% +$3.68K
INTU icon
45
Intuit
INTU
$91.1B
$577K 0.18%
845
– –
ISRG icon
46
Intuitive Surgical
ISRG
$127B
$524K 0.17%
1,171
– –
AMD icon
47
Advanced Micro Devices
AMD
$700B
$493K 0.16%
3,047
– –
SLM icon
48
SLM Corp
SLM
$4.83B
$489K 0.15%
17,677
+9,642
+120% +$301K
XOM icon
49
ExxonMobil
XOM
$650B
$468K 0.15%
4,153
-254
-6% -$28.2K
TSM icon
50
TSMC
TSM
$1.94T
$401K 0.13%
1,435
-39
-3% -$9.54K
1
2
3 4

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Veery Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Veery Capital held 97 positions worth $317M, up 8.9% from $291M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Veery Capital's Q3 2025 filing shows 3 new, 42 increased, 30 reduced and 3 closed positions. Its largest new stake was Thermo Fisher Scientific: 424 shares worth $206K. The largest sale was Semler Scientific, an estimated $232K.

By sector, the portfolio is most concentrated in Technology at 4% of assets, down from 4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Veery Capital's largest Q3 2025 buy was Thermo Fisher Scientific: 424 shares worth $206K.
  • Veery Capital added most to iShares Core MSCI International Developed Markets ETF in Q3 2025, an estimated $1.33M increase.
  • Veery Capital's biggest Q3 2025 reduction was DraftKings, cutting an estimated $149K.
  • Veery Capital fully exited Semler Scientific in Q3 2025, selling an estimated $232K.
  • Veery Capital's ten largest holdings make up 72% of its $317M portfolio in Q3 2025.
  • Veery Capital opened 3 new positions and closed 3 in Q3 2025.
  • Veery Capital's portfolio value rose 8.9% quarter-over-quarter to $317M.

Based on Veery Capital's 13F filing for Q3 2025, filed 15 Oct 2025.