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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 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLD PROLOGIS INC COM Real Estate 3,269.0 $432K 0.18% +692.0 +26.9% $132.20 +10.8%
142 LHX L3 HARRIS TECHNOLOGIES INC Industrials 1,208.0 $417K 0.17% -242.0 -16.7% $345.35 -9.4%
143 CSCO CISCO SYSTEMS INC Technology 5,352.0 $415K 0.17% +150.0 +2.9% $77.59 +53.7%
144 HON HONEYWELL INTL Industrials 1,813.0 $410K 0.17% +296.0 +19.5% $226.03 +3.0%
145 PSA PUBLIC STORAGE INC Real Estate 1,492.0 $404K 0.17% +236.0 +18.8% $270.88 +14.8%
146 NVO NOVO-NORDISK A/S Healthcare 10,925.0 $401K 0.17% -1K -9.5% $36.75 +24.2%
147 URG UR ENERGY INC COM ISINCA91688R1082 Energy 265,714.0 $396K 0.17% +3K +1.3% $1.49 +9.4%
148 INFQ INFLEQTION INC Technology 40,160.0 $394K 0.17% NEW $9.81 +78.3%
149 CHRD CHORD ENERGY CORP Energy 2,767.0 $393K 0.17% +137.0 +5.2% $142.18 -5.7%
150 INTU INTUIT INC Technology 903.0 $390K 0.16% +31.0 +3.6% $432.38 -27.1%
151 PFN PIMCO INCOME STRATEGY FD II COM Financial Services 56,004.0 $386K 0.16% -12K -17.3% $6.89 +1.3%
152 ROK ROCKWELL INTERNATIONAL CORPORATION Industrials 1,071.0 $384K 0.16% -89.0 -7.7% $358.88 +27.4%
153 GBTC GRAYSCALE BITCOIN TR ETF Financial Services 7,267.0 $383K 0.16% +185.0 +2.6% $52.76 +7.9%
154 TMO THERMO FISHER SCIENTIFIC Healthcare 766.0 $377K 0.16% -129.0 -14.4% $491.53 -1.5%
155 HSY HERSHEY FOODS CORP Consumer Defensive 1,809.0 $376K 0.16% +34.0 +1.9% $207.89 -5.1%
156 USB US BANCORP DEL COM NEW Financial Services 7,217.0 $375K 0.16% -717.0 -9.0% $52.01 +4.5%
157 UAMY UNITED STATES ANTIMONY CORP CAP STK Basic Materials 42,951.0 $375K 0.16% NEW $8.73 +3.6%
158 AIR LEASE CORP 5,753.0 $374K 0.16% -2K -29.1% $64.94
159 BRO BROWN BROWN INC Financial Services 5,662.0 $369K 0.15% NEW $65.21 -12.8%
160 MDT MEDTRONIC PLC SHS ISINIE00BTN1Y115 Healthcare 4,254.0 $369K 0.15% +491.0 +13.1% $86.65 -13.1%
Page 8 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%