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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 6 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EVRG EVERGY INC Utilities 7,987.0 $654K 0.27% -939.0 -10.5% $81.92 +2.0%
102 CME CME GROUP INC COM Financial Services 2,205.0 $651K 0.27% +180.0 +8.9% $295.35 -5.6%
103 RPRX ROYALTY PHARMA PLC Healthcare 13,431.0 $644K 0.27% -4K -23.9% $47.97 +13.3%
104 KSA ISHARES MSCI SAUDI ARABIA ETF 16,087.0 $639K 0.27% NEW $39.75 -2.3%
105 IJT ISHARES SP SMALLCAP 600 GROWTH ETF 4,316.0 $625K 0.26% NEW $144.80 +13.7%
106 TYG TORTOISE ENERGY INGRASTRUCTURE CORP COM NEW Financial Services 12,448.0 $621K 0.26% +190.0 +1.6% $49.85 -9.9%
107 ABBV ABBVIE INC COM Healthcare 2,838.0 $617K 0.26% +20.0 +0.7% $217.48 +0.5%
108 GE GE AEROSPACE Industrials 2,150.0 $610K 0.26% +35.0 +1.6% $283.77 +12.7%
109 NOC NORTHROP GRUMMAN CORP Industrials 893.0 $609K 0.26% +15.0 +1.7% $682.35 -18.4%
110 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,164.0 $609K 0.26% +6.0 +0.5% $523.47 -0.0%
111 IDA IDACORP INC Utilities 4,247.0 $607K 0.26% +266.0 +6.7% $142.97 -0.4%
112 V VISA INC COM CL A Financial Services 1,989.0 $601K 0.25% -267.0 -11.8% $302.22 +6.6%
113 FXI ISHARES TR CHINA LARGE CAP ETF 16,527.0 $593K 0.25% -950.0 -5.4% $35.90 -2.5%
114 DLR DIGITAL REALTY TRUST INC COMMON STOCK 001 PAR VALUE Real Estate 3,273.0 $590K 0.25% +276.0 +9.2% $180.21 +7.2%
115 XAR STATE STREET SPDR SP AEROSPACE DEFENSE ETF 2,312.0 $587K 0.25% -82.0 -3.4% $253.98 +13.6%
116 KO COCA-COLA CO Consumer Defensive 7,430.0 $565K 0.24% -169.0 -2.2% $76.05 +5.7%
117 JPM J P MORGAN CHASE CO COM Financial Services 1,918.0 $564K 0.24% +533.0 +38.5% $294.08 +0.8%
118 NEE NEXTERA ENERGY INC COM Utilities 5,852.0 $544K 0.23% +560.0 +10.6% $92.88 -5.2%
119 HII HUNTINGTON INGALLS INDS Industrials 1,419.0 $539K 0.23% -13.0 -0.9% $379.82 -16.1%
120 ASIX ADVANSIX INC Basic Materials 21,720.0 $530K 0.22% NEW $24.40 -6.0%
Page 6 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%