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Michael Jonathan Mess

@Veracity Capital Llc

Latest period2024 - Q4ReportedManaged Assets$277.138MTotal holdings223
Assets growth rate5.04%Assets growth rate (2-Q avg)7.45%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Veracity Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 223 positions.

Assets under management

The assets under management (AUM) of Veracity Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 277.138M in assets, with a quarterly growth rate of 5.04% and a 2-quarter average growth rate of 7.45%. The portfolio is managed by Michael Jonathan Mess, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KOCoca Cola Co
Recent Activity
Decreased -1.65%
0.68%
$1.872M
30,062 shares@ $62.26 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2%
0.65%
$1.797M
7,495 shares@ $239.73 avg price
FIFiserv Inc
Recent Activity
Decreased -14.6%
0.63%
$1.72M
8,374 shares@ $205.42 avg price
IWMIshares Tr
Recent Activity
Decreased -0.82%
0.62%
$1.701M
7,700 shares@ $220.97 avg price
EFAIshares Tr
Recent Activity
Decreased -47.52%
0.56%
$1.548M
20,475 shares@ $75.62 avg price
SHYIshares Tr
Recent Activity
Decreased -31.8%
0.56%
$1.544M
18,835 shares@ $81.99 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.06%
0.46%
$1.26M
13,946 shares@ $90.36 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.48%
0.44%
$1.203M
2,654 shares@ $453.28 avg price
AXONAxon Enterprise Inc
Recent Activity
Decreased -3.11%
0.42%
$1.145M
1,926 shares@ $594.32 avg price
BAXBaxter Intl Inc
Recent Activity
Decreased -12.59%
0.4%
$1.096M
37,576 shares@ $29.16 avg price