Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RPAYRepay Hldgs Corp | $30.3M | 23.9% | |
| TIPTTiptree Inc | $23.3M | 18.5% | −29.3% |
| SSTISoundthinking Inc | $18.9M | 14.9% | |
| DVDoubleverify Hldgs Inc | $9.3M | 7.4% | +4.2% |
| HUCKDomo Inc | $6.6M | 5.2% | +6.2% |
| TPBTurning Pt Brands Inc | $5.7M | 4.5% | +7.4% |
| RMIXSuncrete Inc | $5.6M | 4.5% | New |
| Open Lending CorpCUSIP 68373J104 | $4.8M | 3.8% | |
| IDTIdt Corp | $3.8M | 3.0% | +7.3% |
| SNFCASecurity Natl Finl Corp | $3.4M | 2.7% | |
| BABAAlibaba Group Hldg Ltd | $2.9M | 2.3% | |
| CYRXCryoport Inc | $2.1M | 1.7% | +371.6% |
| CNTYCentury Casinos Inc | $2.1M | 1.6% | |
| PRCHPorch Group Inc | $1.6M | 1.3% | −4.5% |
| QRHCQuest Resource Hldg Corp | $1.6M | 1.3% | |
| FOXFFox Factory Hldg Corp | $1.5M | 1.2% | +23.0% |
| VSNTVersant Media Group Inc | $630K | 0.5% | New |
| AAPAdvance Auto Parts Inc | $503K | 0.4% | −76.9% |
| WLTHWealthfront Corp | $465K | 0.4% | New |
| SEATVivid Seats Inc | $459K | 0.4% | |
| FTHMFathom Holdings Inc | $345K | 0.3% | −28.5% |
| DSGRDistribution Solutions Grp I | $274K | 0.2% | |
| FSTRFoster L B Co | $271K | 0.2% | New |
| HCATHealth Catalyst Inc | $139K | 0.1% | +40.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Open Lending CorpCUSIP 68373J104 | December 31, 2025 | +100.6% | $4.8M |
| CYRXCryoport Inc | March 31, 2026 | +89.6% | $2.1M |
| PRCHPorch Group Inc | December 31, 2025 | +64.7% | $1.6M |
| HCATHealth Catalyst Inc | March 31, 2026 | +56.7% | $139K |
| AAPAdvance Auto Parts Inc | March 31, 2026 | +18.0% | $503K |
| RPAYRepay Hldgs Corp | December 31, 2025 | +15.1% | $30.3M |
| IDTIdt Corp | December 31, 2025 | +13.6% | $3.8M |
| SSTISoundthinking Inc | December 31, 2025 | +12.7% | $18.9M |
| SNFCASecurity Natl Finl Corp | December 31, 2025 | +7.5% | $3.4M |
| DSGRDistribution Solutions Grp I | March 31, 2026 | +4.2% | $274K |
Sold off last quarter
- EWCZEuropean Wax Ctr Inc was $8.1M
- DNOWDnow Inc was $119K
- QTIQt Imaging Hldgs Inc was $111K
- DTIDrilling Tools Intl Corp was $110K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +22.8% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Veradace Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1772351&type=13F-HR&dateb=&owner=include&count=40CIK 1772351
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1772351/000177235126000010/Filed August 14, 2026 · accession 0001772351-26-000010