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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 4 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GSK GSK PLC SPONSORED ADR NEW Healthcare 23,144.0 $1.1M 0.49% NEW $49.04 +4.9%
62 DUK DUKE ENERGY CORP NEW COM Utilities 9,220.0 $1.1M 0.46% NEW $117.21 +5.9%
63 MHO MI SCHOTTENSTEIN HOMES INC Consumer Cyclical 8,392.0 $1.1M 0.46% NEW $127.95 +3.8%
64 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 5,537.0 $1.1M 0.45% NEW $191.00 +10.9%
65 GPIX GOLDMAN SACHS Sp 500 PREMIUM INCOME ETF 19,827.0 $1.0M 0.45% NEW $52.80 +6.1%
66 EPI WISDOMTREE TR INDIA EARNINGS FD 20,442.0 $946K 0.41% NEW $46.29 -7.9%
67 MRK MERCK CO INC NEW Healthcare 8,726.0 $918K 0.39% NEW $105.26 +13.8%
68 WOR WORTHINGTON ENTERPRISES INC Industrials 17,785.0 $917K 0.39% NEW $51.57 +8.7%
69 MOS MOSAIC CO NEW COM Basic Materials 37,648.0 $907K 0.39% NEW $24.09 -0.5%
70 PEP PEPSICO INC Consumer Defensive 6,231.0 $894K 0.38% NEW $143.51 +1.6%
71 IUSV ISHARES CORE SP US VALUE ETF 8,605.0 $882K 0.38% NEW $102.55 +7.7%
72 TXN TEXAS INSTRUMENTS INC COM USD100 Technology 4,923.0 $854K 0.37% NEW $173.48 +83.6%
73 NESTLE S A SPONSORED ADRS REGISTERED 8,605.0 $850K 0.36% NEW $98.78
74 MCD MCDONALD S CORP Consumer Cyclical 2,781.0 $850K 0.36% NEW $305.63 -9.1%
75 CAT CATERPILLAR INC COM Industrials 1,427.0 $817K 0.35% NEW $572.85 +56.4%
76 BLW BLACKROCK LIMITED DURATION INCOME TRUST COMMON SHARES OF BENEFICIAL INTEREST Financial Services 58,846.0 $809K 0.35% NEW $13.74 -8.8%
77 SCHW CHARLES SCHWAB Financial Services 7,998.0 $799K 0.34% NEW $99.91 -15.0%
78 V VISA INC COM CL A Financial Services 2,256.0 $791K 0.34% NEW $350.65 -8.0%
79 VZ VERIZON COMMUNICATIONS Communication Services 19,279.0 $785K 0.34% NEW $40.73 +17.9%
80 TAN INVESCO SOLAR ETF 15,980.0 $785K 0.34% NEW $49.12 +47.5%
Page 4 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%