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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 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EMN EASTMAN CHEMICAL COMPANY Basic Materials 3,085.0 $235K 0.10% -3K -47.5% $76.32 -6.7%
202 BIL STATE STREET SPDR BLOOMBERG 1 3 MONTH T BILL ETF 2,538.0 $233K 0.10% +54.0 +2.2% $91.64 -0.2%
203 CRC CALIFORNIA RES CORP Energy 3,315.0 $229K 0.10% NEW $69.22 -21.7%
204 SOYB TEUCRIUM COMMODITY TR SOYBEAN FD Financial Services 9,390.0 $229K 0.10% NEW $24.40 +13.3%
205 EFX EQUIFAX INC Industrials 1,263.0 $227K 0.10% +307.0 +32.1% $180.04 -1.7%
206 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 2,641.0 $224K 0.09% +75.0 +2.9% $84.90 +23.0%
207 CL COLGATE PALMOLIVE Consumer Defensive 2,577.0 $220K 0.09% NEW $85.23 +4.2%
208 PUTNAM ETF TR FRANKLIN NEW YORK MUNICIPAL INCOME ETF 27,943.0 $218K 0.09% +144.0 +0.5% $7.80
209 SPGI SP GLOBAL INC Financial Services 508.0 $216K 0.09% +122.0 +31.6% $425.34 +4.3%
210 VAC MARRIOTT VACATIONS WORLDWIDE CORP Consumer Cyclical 3,312.0 $216K 0.09% -3K -50.9% $65.12 +63.7%
211 ETHE GRAYSCALE ETHEREUM TRUST ETF SHARES Financial Services 12,544.0 $214K 0.09% +313.0 +2.6% $17.07 +15.8%
212 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 8,713.0 $207K 0.09% NEW $23.81 +118.4%
213 ATAIBECKLEY INC 10,000.0 $35K 0.01% NEW $3.54
Page 11 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 22.2%
Technology 15.3%
Industrials 14.2%
Healthcare 13.0%
Consumer Defensive 8.1%
Energy 6.8%
Basic Materials 6.5%
Consumer Cyclical 5.1%
Utilities 3.5%
Communication Services 3.3%