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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
RFRegions Financial Corp New
Recent Activity
Decreased -0.19%
0.11%
$289,288
12,300 shares@ $23.52 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Decreased -5.64%
0.1%
$272,526
3,158 shares@ $86.3 avg price
GEGe Aerospace
Recent Activity
Decreased -2.46%
0.1%
$256,855
1,540 shares@ $166.79 avg price
IQVIqvia Hldgs Inc
Recent Activity
Decreased -3.87%
0.09%
$248,782
1,266 shares@ $196.52 avg price
AZNAstrazeneca Plc
Recent Activity
Decreased -1.69%
0.09%
$246,850
3,768 shares@ $65.52 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -3.3%
0.09%
$238,958
2,047 shares@ $116.74 avg price
PLDPrologis Inc.
Recent Activity
Decreased -8.45%
0.09%
$238,139
2,253 shares@ $105.7 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.69%
0.09%
$233,746
1,854 shares@ $126.08 avg price
EQIXEquinix Inc
Recent Activity
Decreased -0.43%
0.08%
$217,879
231 shares@ $943.2 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -2.95%
0.08%
$216,557
1,181 shares@ $183.37 avg price