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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 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DHR DANAHER CORP COMMON Healthcare 2,792.0 $529K 0.22% +221.0 +8.6% $189.60 -5.9%
122 IMMUNITYBIO INC 68,752.0 $527K 0.22% NEW $7.67
123 GD GENERAL DYNAMICS CORPORATION Industrials 1,533.0 $526K 0.22% -171.0 -10.0% $343.28 +1.7%
124 EPV PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 23,786.0 $523K 0.22% +2K +8.9% $22.00 -15.0%
125 EMR EMERSON ELEC CO Industrials 3,981.0 $522K 0.22% -210.0 -5.0% $131.02 +8.2%
126 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1,178.0 $515K 0.22% -383.0 -24.5% $436.86 -79.6%
127 T ATT INC COM Communication Services 17,391.0 $504K 0.21% +564.0 +3.4% $28.99 -14.1%
128 LLY ELI LILLY CO Healthcare 544.0 $500K 0.21% -17.0 -3.0% $919.21 +22.9%
129 IONQ IONQ INC Technology 17,329.0 $500K 0.21% +8K +90.3% $28.83 +147.5%
130 CMCSA COMCAST CORP CL A Communication Services 17,245.0 $495K 0.21% +2K +14.7% $28.71 -12.8%
131 XLK TECHNOLOGY SECTOR SPDR TR 3,706.0 $493K 0.21% NEW $132.91 +40.8%
132 LTRX LANTRONIX INC Technology 93,383.0 $489K 0.20% NEW $5.24 +60.3%
133 AEP AMERICAN ELECTRIC POWER CO Utilities 3,724.0 $488K 0.20% +203.0 +5.8% $131.08 -2.4%
134 PG PROCTER GAMBLE Consumer Defensive 3,263.0 $471K 0.20% NEW $144.41 +1.0%
135 BEN FRANKLIN RES INC COM Financial Services 19,460.0 $460K 0.19% +4K +23.3% $23.62 +32.2%
136 CEF SPROTT PHYSICAL GOLD AND SILVER TRUST CLOSED END FUND Financial Services 9,594.0 $458K 0.19% -3K -26.1% $47.72 -1.8%
137 MXI ISHARES GLOBAL MATERIALS ETF 4,247.0 $451K 0.19% NEW $106.22 +6.0%
138 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,054.0 $447K 0.19% -195.0 -6.0% $146.26 -4.4%
139 RSPD INVESCO SP 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 8,326.0 $446K 0.19% NEW $53.53 +3.5%
140 ABR ARBOR REALTY TRUST INC COMMON STOCK Real Estate 56,803.0 $438K 0.18% NEW $7.71 -27.2%
Page 7 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%