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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 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUK DUKE ENERGY CORP NEW COM Utilities 9,509.0 $1.2M 0.52% +289.0 +3.1% $130.94 -5.0%
62 SLV ISHARES SILVER TRUST Financial Services 17,526.0 $1.2M 0.50% -16K -47.1% $68.14 -0.9%
63 AVGO BROADCOM INC Technology 3,824.0 $1.2M 0.50% +52.0 +1.4% $309.53 +36.8%
64 MRK MERCK CO INC NEW Healthcare 9,202.0 $1.1M 0.46% +476.0 +5.5% $120.29 +0.1%
65 XOM EXXON MOBIL CORP COM Energy 6,300.0 $1.1M 0.45% +403.0 +6.8% $169.66 -12.8%
66 TROW T ROWE PRICE GROUP INC Financial Services 11,774.0 $1.1M 0.45% -288.0 -2.4% $90.14 +15.1%
67 VZ VERIZON COMMUNICATIONS Communication Services 21,014.0 $1.1M 0.44% +2K +9.0% $50.20 -4.2%
68 MOS MOSAIC CO NEW COM Basic Materials 41,153.0 $1.0M 0.44% +4K +9.3% $25.50 -7.2%
69 PEP PEPSICO INC Consumer Defensive 6,681.0 $1.0M 0.43% +450.0 +7.2% $155.29 -5.3%
70 MHO M/I SCHOTTENSTEIN HOMES INC Consumer Cyclical 8,436.0 $1.0M 0.43% +44.0 +0.5% $122.45 +8.3%
71 CAT CATERPILLAR INC Industrials 1,444.0 $1.0M 0.43% +17.0 +1.2% $708.67 +26.1%
72 NESTLE S A SPONSORED ADRS REGISTERED 9,988.0 $990K 0.41% +1K +16.1% $99.10
73 TXN TEXAS INSTRUMENTS INC Technology 5,085.0 $987K 0.41% +162.0 +3.3% $194.13 +65.3%
74 VTV VANGUARD VALUE VIPERS 5,024.0 $986K 0.41% -513.0 -9.3% $196.22 +8.0%
75 VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 17,508.0 $969K 0.41% +5K +35.9% $55.35 -1.1%
76 WOR WORTHINGTON ENTERPRISES INC Industrials 17,968.0 $937K 0.39% +183.0 +1.0% $52.14 +7.1%
77 IUSV ISHARES TR CORE US VALUE ETF 9,142.0 $935K 0.39% +537.0 +6.2% $102.26 +8.0%
78 TAN INVESCO SOLAR ETF 16,367.0 $912K 0.38% +387.0 +2.4% $55.71 +28.7%
79 MCD MCDONALDS CORP Consumer Cyclical 2,872.0 $893K 0.37% +91.0 +3.3% $310.79 -10.4%
80 TBT PROSHARES TR ULTRASHORT 20 YR TREAS NEW 24,966.0 $877K 0.37% -12K -31.8% $35.14 +2.0%
Page 4 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%