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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BRO BROWN BROWN INC Financial Services 5,662.0 $369K 0.15% NEW $65.21 -12.8%
22 SM SM ENERGY CO COM Energy 11,529.0 $359K 0.15% NEW $31.18 -0.0%
23 CALM CAL-MAINE FOODS INC Consumer Defensive 4,272.0 $338K 0.14% NEW $79.15 -3.4%
24 AZN ASTRAZENECA PLC ORDINARY SHARES (UK) Healthcare 1,683.0 $332K 0.14% NEW $197.25 -6.0%
25 OILK PROSHARES K1 FREE CRUDE OIL ETF 5,749.0 $311K 0.13% NEW $54.10 +4.0%
26 HNI HNI CORPORATION COMMON STOCK Industrials 8,640.0 $288K 0.12% NEW $33.39 -4.9%
27 BYD BOYD GAMING CORP Consumer Cyclical 3,409.0 $280K 0.12% NEW $82.18 +1.3%
28 DBA INVESCO DB AGRICULTURE FUND Financial Services 9,688.0 $265K 0.11% NEW $27.32 +0.9%
29 PSX PHILLIPS 66 COM Energy 1,436.0 $262K 0.11% NEW $182.18 -3.0%
30 NX QUANEX BLDG PRODS CORP COM Industrials 14,158.0 $254K 0.11% NEW $17.97 +4.7%
31 SLGN SILGAN HOLDINGS INC Consumer Cyclical 6,181.0 $240K 0.10% NEW $38.80 -2.1%
32 GIS GENERAL MILLS Consumer Defensive 6,404.0 $238K 0.10% NEW $37.22 -9.0%
33 CRC CALIFORNIA RES CORP Energy 3,315.0 $229K 0.10% NEW $69.22 -11.9%
34 SOYB TEUCRIUM COMMODITY TR SOYBEAN FD Financial Services 9,390.0 $229K 0.10% NEW $24.40 +3.4%
35 CL COLGATE PALMOLIVE Consumer Defensive 2,577.0 $220K 0.09% NEW $85.23 +7.6%
36 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 8,713.0 $207K 0.09% NEW $23.81 +60.5%
37 ATAIBECKLEY INC 10,000.0 $35K 0.01% NEW $3.54
Page 2 of 2  ·  37 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%