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Portfolio (Quarterly) Guide ↗

Verity Asset Management, Inc.

· CIK 0001597298
13F Portfolio $233M AUM 230 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 229 New
Page 7 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GAP GAP INC COM Consumer Cyclical 21,320.0 $546K 0.23% NEW $25.60 -2.3%
122 DE DEERE CO Industrials 1,156.0 $538K 0.23% NEW $465.57 +15.8%
123 KO COCACOLA CO Consumer Defensive 7,599.0 $531K 0.23% NEW $69.91 +15.0%
124 IGV ISHARES GOLDMAN SACHS SOFTWARE INDEX FUND 5,000.0 $528K 0.23% NEW $105.69 -9.5%
125 ADP AUTOMATIC DATA PROCESSING COM Industrials 2,044.0 $526K 0.23% NEW $257.23 -14.5%
126 AIR LEASE CORP 8,108.0 $521K 0.22% NEW $64.23
127 TMO THERMO FISHER SCIENTIFIC Healthcare 895.0 $519K 0.22% NEW $579.45 -15.9%
128 LZB LAZBOY INC Consumer Cyclical 13,723.0 $511K 0.22% NEW $37.27 +2.4%
129 TACK CAPITOL FAIRLEAD TACTICAL SECTOR ETF 16,999.0 $509K 0.22% NEW $29.97 +4.5%
130 PFN PIMCO INCOME STRATEGY FD II COM Financial Services 67,746.0 $508K 0.22% NEW $7.50 -6.8%
131 IDA IDACORP INC Utilities 3,981.0 $504K 0.22% NEW $126.56 +11.1%
132 TYG TORTOISE ENERGY INGRASTRUCTURE CORP COM NEW Financial Services 12,258.0 $501K 0.21% NEW $40.90 +8.9%
133 NOC NORTHROP GRUMMAN CORP Industrials 878.0 $501K 0.21% NEW $570.29 -1.9%
134 HII HUNTINGTON INGALLS INDS Industrials 1,432.0 $487K 0.21% NEW $340.00 -5.6%
135 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,082.0 $484K 0.21% NEW $68.36 -16.7%
136 EPV PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 21,833.0 $477K 0.20% NEW $21.85 -14.5%
137 DLR DIGITAL REALTY TRUST INC Real Estate 2,997.0 $464K 0.20% NEW $154.71 +23.7%
138 JBBB JANUS HENDERSON BBBB CLO ETF 9,593.0 $458K 0.20% NEW $47.70 -0.3%
139 AMERICA MOVIL SAB DE CV UNSPONSORED ADR 21,908.0 $453K 0.19% NEW $20.67
140 ROK ROCKWELL INTERNATIONAL CORPORATION Industrials 1,160.0 $451K 0.19% NEW $389.07 +16.9%
Page 7 of 12  ·  229 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 26.7%
Technology 15.9%
Healthcare 12.8%
Industrials 12.2%
Consumer Defensive 6.7%
Basic Materials 6.5%
Energy 6.1%
Consumer Cyclical 5.3%
Communication Services 3.3%
Utilities 3.0%