We are live on ! Find out more
VC

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
BAC icon
51
Bank of America
BAC
$435B
$383K 0.12%
7,424
+6
+0.1% +$293
CRM icon
52
Salesforce
CRM
$151B
$383K 0.12%
1,614
-19
-1% -$4.79K
SPDW icon
53
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$373K 0.12%
8,709
– –
ZTS icon
54
Zoetis
ZTS
$32.4B
$362K 0.11%
2,476
– –
EXC icon
55
Exelon
EXC
$46.9B
$354K 0.11%
7,872
– –
IVW icon
56
iShares S&P 500 Growth ETF
IVW
$73.8B
$351K 0.11%
2,906
-312
-10% -$35.9K
IVE icon
57
iShares S&P 500 Value ETF
IVE
$49B
$349K 0.11%
1,691
+396
+31% +$79.5K
AXP icon
58
American Express
AXP
$227B
$339K 0.11%
1,020
-24
-2% -$7.63K
DHR icon
59
Danaher
DHR
$137B
$322K 0.1%
1,624
-4
-0.2% -$796
MPC icon
60
Marathon Petroleum
MPC
$92.4B
$308K 0.1%
1,598
– –
ORCL icon
61
Oracle
ORCL
$374B
$304K 0.1%
1,081
+22
+2% +$5.6K
PM icon
62
Philip Morris
PM
$297B
$301K 0.09%
1,853
-15
-0.8% -$2.52K
T icon
63
AT&T
T
$159B
$298K 0.09%
10,557
+16
+0.2% +$454
BTC
64
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$292K 0.09%
5,767
+2
+0% +$101
UBER icon
65
Uber
UBER
$143B
$287K 0.09%
2,932
+1
+0% +$94
AZN icon
66
AstraZeneca
AZN
$263B
$286K 0.09%
1,866
+27
+1% +$4.09K
WFC icon
67
Wells Fargo
WFC
$261B
$278K 0.09%
3,313
-15
-0.5% -$1.22K
ADI icon
68
Analog Devices
ADI
$179B
$277K 0.09%
1,126
– –
HYMB icon
69
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$276K 0.09%
11,086
+858
+8% +$21K
ADBE icon
70
Adobe
ADBE
$99.5B
$275K 0.09%
781
– –
DXCM icon
71
DexCom
DXCM
$32.2B
$272K 0.09%
4,048
– –
AMP icon
72
Ameriprise Financial
AMP
$48.3B
$272K 0.09%
553
– –
IBM icon
73
IBM
IBM
$211B
$264K 0.08%
937
-11
-1% -$2.88K
GILD icon
74
Gilead Sciences
GILD
$162B
$264K 0.08%
2,375
-76
-3% -$8.64K
SCHA icon
75
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$261K 0.08%
9,346
-587
-6% -$15.7K
1 2
3
4

Similar funds

GIP
Gavilan Investment Partners Burlingame, California $372M AUM 6.04% 1-Year Est. Return
DPCM
Doma Perpetual Capital Management Miami, Florida $372M AUM 14.96% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
MWM
Mindset Wealth Management Indianapolis, Indiana $372M AUM 50.62% 1-Year Est. Return
PC
Promethos Capital Boston, Massachusetts $372M AUM 23.19% 1-Year Est. Return
SAAM
Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $372M AUM
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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.