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Portfolio (Quarterly) Guide ↗

Verity Asset Management, Inc.

· CIK 0001597298
13F Portfolio $233M AUM 230 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 229 New
Page 8 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMCSA COMCAST CORP CL A Communication Services 15,037.0 $449K 0.19% NEW $29.89 -16.3%
142 JPM J P MORGAN CHASE CO COM Financial Services 1,385.0 $446K 0.19% NEW $322.32 -8.2%
143 SLVM SYLVAMO CORP Basic Materials 9,190.0 $442K 0.19% NEW $48.15 -17.2%
144 SPB SPECTRUM BRANDS HOLDINGS INC NEW Consumer Defensive 7,434.0 $439K 0.19% NEW $59.08 +35.0%
145 LHX L3 HARRIS TECHNOLOGIES INC Industrials 1,450.0 $426K 0.18% NEW $293.54 +5.5%
146 NEE NEXTERA ENERGY INC COM Utilities 5,292.0 $425K 0.18% NEW $80.28 +7.6%
147 USB US BANCORP Financial Services 7,934.0 $423K 0.18% NEW $53.36 +2.0%
148 T ATT INC COM Communication Services 16,827.0 $418K 0.18% NEW $24.84 -0.1%
149 TRN TRINITY INDUSTRIES Industrials 15,583.0 $412K 0.18% NEW $26.44 +20.8%
150 CHURCHILL CAP CORP X 26,273.0 $410K 0.18% NEW $15.60
151 IONQ IONQ INC Technology 9,108.0 $409K 0.17% NEW $44.87 +51.4%
152 AEP AMERICAN ELECTRIC POWER CO Utilities 3,521.0 $406K 0.17% NEW $115.31 +10.5%
153 TRV TRAVELERS COS INC COM Financial Services 1,386.0 $402K 0.17% NEW $290.06 +1.4%
154 CSCO CISCO SYSTEMS INC Technology 5,202.0 $401K 0.17% NEW $77.03 +53.1%
155 AVNT AVIENT CORPORATION Basic Materials 12,774.0 $399K 0.17% NEW $31.24 +15.3%
156 VIXY PROSHARES VIX SHORTTERM FUTURES ETF Financial Services 15,353.0 $394K 0.17% NEW $25.64 -8.8%
157 VAC MARRIOTT VACATIONS WORLDWIDE CORP Consumer Cyclical 6,748.0 $389K 0.17% NEW $57.69 +49.8%
158 ORCL ORACLE CORP Technology 1,993.0 $388K 0.17% NEW $194.91 +10.6%
159 XLV SELECT SECTOR SPDR FD HEALTH CARE 2,447.0 $379K 0.16% NEW $154.81 -2.9%
160 BEN FRANKLIN RES INC COM Financial Services 15,782.0 $377K 0.16% NEW $23.89 +30.4%
Page 8 of 12  ·  229 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 26.7%
Technology 15.9%
Healthcare 12.8%
Industrials 12.2%
Consumer Defensive 6.7%
Basic Materials 6.5%
Energy 6.1%
Consumer Cyclical 5.3%
Communication Services 3.3%
Utilities 3.0%