Verity Asset Management, Inc.

All 13F Filings

Location
Durham, NC
Most recent 13F
Q4 2025
Holdings value ($000)
232,934
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/30/2026 229 232,934 13F-HR Verity Asset Management, Inc.
Q3 2025 11/14/2025 289 306,262 13F-HR Verity Asset Management, Inc.
Q2 2025 8/5/2025 201 209,396 13F-HR Verity Asset Management, Inc.
Q1 2014 5/15/2014 63 97,441 13F-HR Verity Asset Management, Inc.
Q4 2013 2/13/2014 54 91,546 13F-HR Verity Asset Management, Inc.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 153.6 K 65.9% 0 42.26 K -42.26 K
ETFs 79.32 K 34.1% 0 31.07 K -31.07 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/30/2026
Total value ($000)
232,934
Holdings
229
QoQ value change ($000)
-73,328 (-23.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.