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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 12 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 5,115.0 $210K 0.09% NEW $41.08 +3.9%
222 NNN NNN REIT INC Real Estate 5,265.0 $209K 0.09% NEW $39.63 +13.2%
223 EFX EQUIFAX INC Industrials 956.0 $207K 0.09% NEW $216.87 -23.6%
224 BAC BANK AMERICA CORP Financial Services 3,764.0 $207K 0.09% NEW $55.00 -7.5%
225 QQQ INVESCO QQQ TRUST Financial Services 333.0 $205K 0.09% NEW $615.14 +19.4%
226 HRI HERC HOLDINGS INC Industrials 1,374.0 $204K 0.09% NEW $148.38 -6.8%
227 VOT VANGUARD MIDCAP GROWTH INDEX FUND 728.0 $203K 0.09% NEW $279.05 +6.4%
228 SPGI SP GLOBAL INC Financial Services 386.0 $202K 0.09% NEW $522.59 -19.5%
229 ATAI ATAI LIFE SCIENCES AG Healthcare 10,000.0 $41K 0.02% NEW $4.09 +7.1%
Page 12 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%