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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 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXT TEXTRON INC Industrials 20,133.0 $1.8M 0.74% +269.0 +1.4% $87.56 +5.4%
42 TOWN TOWNEBANK Financial Services 52,245.0 $1.8M 0.74% NEW $33.67 +1.1%
43 IVW ISHARES SP 500 GROWTH ETF 15,539.0 $1.8M 0.74% +513.0 +3.4% $113.11 +22.3%
44 SPLV INVESCO SP 500 LOW VOLATILTIY ETF 23,958.0 $1.8M 0.73% +15K +162.0% $73.14 +0.6%
45 LMT LOCKHEED MARTIN CORP Industrials 2,658.0 $1.6M 0.67% +71.0 +2.7% $604.46 -12.1%
46 MP MP MATERIALS CORP Basic Materials 32,841.0 $1.6M 0.67% +537.0 +1.7% $48.26 +35.1%
47 GATX GATX CORP Industrials 9,277.0 $1.6M 0.66% +111.0 +1.2% $170.74 +0.9%
48 JNJ JOHNSON JOHNSON Healthcare 6,344.0 $1.6M 0.65% +150.0 +2.4% $244.48 -5.4%
49 COWZ PACER US CASH COWS 100 ETF 24,229.0 $1.5M 0.64% +490.0 +2.1% $62.56 +2.5%
50 VGIT VANGUARD INTERMEDIATE TERM TREASURY ETF 25,439.0 $1.5M 0.64% +423.0 +1.7% $59.55 -1.0%
51 EFR EATON VANCE SR FLTNG RATE TR COM Financial Services 142,976.0 $1.5M 0.63% +3K +2.2% $10.54 +0.0%
52 AAPL APPLE INC Technology 5,896.0 $1.5M 0.63% +548.0 +10.2% $253.82 +22.5%
53 GDX VANECK GOLD MINERS ETF 16,141.0 $1.5M 0.62% -3K -15.5% $91.77 -6.9%
54 GILD GILEAD SCIENCE INC Healthcare 10,432.0 $1.5M 0.61% +75.0 +0.7% $139.37 -4.1%
55 ATEN A10 NETWORKS INC Technology 62,353.0 $1.4M 0.60% -30K -32.2% $23.12 +26.1%
56 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF 17,955.0 $1.4M 0.58% -31K -63.6% $77.11 +11.3%
57 GSK GSK PLC SPONSORED ADR NEW Healthcare 24,730.0 $1.4M 0.57% +2K +6.8% $55.19 -6.5%
58 JEPI J P MORGAN EXCHANGE-TRADED FD 23,349.0 $1.3M 0.56% -2K -9.2% $56.68 -0.7%
59 UBSI UNITED BANKSHARES INC Financial Services 31,095.0 $1.3M 0.54% $41.42 +4.6%
60 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF 41,191.0 $1.3M 0.53% NEW $30.68 +6.1%
Page 3 of 11  ·  213 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%