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Portfolio (Quarterly) Guide ↗

Verity Asset Management, Inc.

· CIK 0001597298
13F Portfolio $238M AUM 213 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 118 Added 52 Reduced 53 Exited
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORP COMMON Healthcare 2,792.0 $529K 0.22% +221.0 +8.6% $189.60 -4.7%
82 EPV PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 23,786.0 $523K 0.22% +2K +8.9% $22.00 -15.1%
83 T ATT INC COM Communication Services 17,391.0 $504K 0.21% +564.0 +3.4% $28.99 -14.2%
84 IONQ IONQ INC Technology 17,329.0 $500K 0.21% +8K +90.3% $28.83 +143.3%
85 CMCSA COMCAST CORP CL A Communication Services 17,245.0 $495K 0.21% +2K +14.7% $28.71 -12.4%
86 AEP AMERICAN ELECTRIC POWER CO Utilities 3,724.0 $488K 0.20% +203.0 +5.8% $131.08 -2.5%
87 BEN FRANKLIN RES INC COM Financial Services 19,460.0 $460K 0.19% +4K +23.3% $23.62 +32.1%
88 PLD PROLOGIS INC COM Real Estate 3,269.0 $432K 0.18% +692.0 +26.9% $132.20 +10.2%
89 CSCO CISCO SYSTEMS INC Technology 5,352.0 $415K 0.17% +150.0 +2.9% $77.59 +52.9%
90 HON HONEYWELL INTL Industrials 1,813.0 $410K 0.17% +296.0 +19.5% $226.03 +3.1%
91 PSA PUBLIC STORAGE INC Real Estate 1,492.0 $404K 0.17% +236.0 +18.8% $270.88 +14.2%
92 URG UR ENERGY INC COM ISINCA91688R1082 Energy 265,714.0 $396K 0.17% +3K +1.3% $1.49 +9.4%
93 CHRD CHORD ENERGY CORP Energy 2,767.0 $393K 0.17% +137.0 +5.2% $142.18 -5.8%
94 INTU INTUIT INC Technology 903.0 $390K 0.16% +31.0 +3.6% $432.38 -27.6%
95 GBTC GRAYSCALE BITCOIN TR ETF Financial Services 7,267.0 $383K 0.16% +185.0 +2.6% $52.76 +7.9%
96 HSY HERSHEY FOODS CORP Consumer Defensive 1,809.0 $376K 0.16% +34.0 +1.9% $207.89 -5.2%
97 MDT MEDTRONIC PLC SHS ISINIE00BTN1Y115 Healthcare 4,254.0 $369K 0.15% +491.0 +13.1% $86.65 -12.8%
98 GEV GE VERNOVA LLC Utilities 420.0 $366K 0.15% +61.0 +17.0% $872.11 +14.2%
99 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,243.0 $358K 0.15% +97.0 +8.5% $287.62 +35.6%
100 O REALTY INCOME CORPORATION INC Real Estate 5,806.0 $355K 0.15% +896.0 +18.2% $61.18 +0.8%
Page 5 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.6%
Technology 14.9%
Industrials 13.8%
Healthcare 12.6%
Energy 8.9%
Consumer Defensive 7.9%
Basic Materials 6.3%
Consumer Cyclical 4.9%
Communication Services 3.7%
Utilities 3.4%