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Investment manager · 13F filer · SEC CIK 1597298
Verity Asset Management, Inc.
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Reported value$259Mas of Sep 30, 2026
Positions217 22 new, 28 sold out
Top 10 weight25.4%SPY alone is 5%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
5.2%
BSJRInvesco Bulletshares 2027 Hi Yld Corp Bd ETF
3.1%
IVViShares Core Sp 500 ETF
2.9%Added +5%
BSJSInvesco Bulletshares 2028 Hi Yld Corp Bd ETF
2.7%Added +3%
HALOHalozyme Therapeutics, Inc.
2.1%Trimmed −11%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
2.0%Added +22%
AMDAdvanced Micro Devices Inc
1.9%Trimmed −5%
BSJQInvesco Bulletshares 2026 High Yield Corporate Bond ETF
1.9%Trimmed −31%
MSFTMicrosoft Corp
1.9%
IBMInternational Business Machines Corp
1.8%Added +9%
NVDANVIDIA Corp
1.6%+6%
WMTWalmart Inc.
1.5%
SPYSPDR S&P 500 ETF Trust
5.2%
BSJRInvesco Bulletshares 2027 Hi Yld Corp Bd ETF
3.1%
IVViShares Core Sp 500 ETF
2.9%+5%
BSJSInvesco Bulletshares 2028 Hi Yld Corp Bd ETF
2.7%+3%
HALOHalozyme Therapeutics, Inc.
2.1%−11%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
2.0%
AMDAdvanced Micro Devices Inc
1.9%
BSJQInvesco Bulletshares 2026 High Yield Corporate Bond ETF
1.9%
MSFTMicrosoft Corp
1.9%
IBM1.8%NVDAWMT1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 5.2% Held
BSJR Invesco Bulletshares 2027 Hi Yld Corp Bd ETF 3.1% Held
IVV iShares Core Sp 500 ETF 2.9% Added +5%
BSJS Invesco Bulletshares 2028 Hi Yld Corp Bd ETF 2.7% Added +3%
HALO Halozyme Therapeutics, Inc. 2.1% Trimmed −11%JEPQ JPMorgan Nasdaq Equity Premium Income ETF 2.0% Added +22%
AMD Advanced Micro Devices Inc 1.9% Trimmed −5%BSJQ Invesco Bulletshares 2026 High Yield Corporate Bond ETF 1.9% Trimmed −31%
MSFT Microsoft Corp 1.9% HeldIBM International Business Machines Corp 1.8% Added +9%NVDA NVIDIA Corp 1.6% Added +6%WMT Walmart Inc. 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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