BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BDX BECTON DICKINSON COMPANY Healthcare 1,255 $244K 0.10% SOLD
42 NOV NOV INC Energy 15,087 $236K 0.10% SOLD
43 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF Financial Services 1,597 $232K 0.10% SOLD
44 QBTS DWAVE QUANTUM INC Technology 8,430 $220K 0.10% SOLD
45 META META PLATFORMS INC Communication Services 330 $218K 0.09% SOLD
46 CCS CENTURY COMMUNITIES INC Consumer Cyclical 3,635 $216K 0.09% SOLD
47 MA MASTERCARD INCORPORATED CLASS A COMMON Financial Services 369 $211K 0.09% SOLD
48 SGOL ABRDN PHYSICAL GOLD SHARES ETF Financial Services 5,115 $210K 0.09% SOLD
49 BAC BANK AMERICA CORP Financial Services 3,764 $207K 0.09% SOLD
50 QQQ INVESCO QQQ TRUST Financial Services 333 $205K 0.09% SOLD
51 HRI HERC HOLDINGS INC Industrials 1,374 $204K 0.09% SOLD
52 VOT VANGUARD MIDCAP GROWTH INDEX FUND 728 $203K 0.09% SOLD
53 ATAI ATAI LIFE SCIENCES AG Healthcare 10,000 $41K 0.02% SOLD
Page 3 of 3  ·  53 positions
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%