Institutional filer · SEC 13F · Q1 2024

Verity Asset Management, Inc.

The reported 13F portfolio of Verity Asset Management, Inc. (CIK 1597298) - top holdings, how concentrated the book is, and what changed last quarter.

$179.3M
Reported book
204
Positions
#223
of 360 filers
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The verdict

According to SEC Form 13F-HR filings in this corpus, Verity Asset Management, Inc. ranks #223 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $179.3M across 204 positions, a broadly diversified portfolio.

$179.3M
reported 13F value
204
disclosed positions
10.6%
in SPDR S&P 500 ETF TR TR
#223
of 360 filers

Top-5 share 24.5% → SPREAD book (largest five positions vs the rest of the reported 13F book).

According to SEC Form 13F-HR filings in this corpus, Verity Asset Management, Inc. ranks #223 of 360 institutional filers by reported book value (largest first), matching the /funds listing.

Where Verity Asset Management, Inc. sits by disclosed position count

Verity Asset Management, Inc. reports 204 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.

Verity Asset Management, Inc. vs all filers by holding count

Where this filer's disclosed position inventory sits among every tracked 13F manager

204 114th of 360 higher than 246 of 360 filers

Filers, banded by disclosed position count

Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 2026-05-16

Concentration vs. book size among peer filers

Verity Asset Management, Inc. reports $0.18B across 204 disclosed positions, tracking the median among similarly sized peer filers on position count.

Reported book value vs. disclosed position count

16 tracked 13F filers plotted by reported book value and disclosed position count; Verity Asset Management, Inc. highlighted. Source: SEC Form 13F-HR filings, 2026-05-16. 2×2 strategic matrix plotting 16 entities by Reported book value ($B) (X) and Disclosed positions (Y), with a crosshair dividing the plot into four quadrants. Large & diversifiedSmall & diversifiedConcentrated giantSmall & concentrated $0.2B$0.2B$0.2B$0.2B$0.2B$0.2B$0.2B 0200400600 Reported book value ($B) Disclosed positions Reported book value vs. disclosed position count
16 tracked 13F filers plotted by reported book value and disclosed position count; Verity Asset Management, Inc. highlighted. Source: SEC Form 13F-HR filings, 2026-05-16.

How 13F filings are computed · All institutional filers · Largest filers by value

SEC Form 13F-HR filing desk

CIK 1597298 · Q1 2024 $179M book

BOOK-LIGHT · POS-MID · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT

  • BOOK-LIGHT #223/360
  • POS-MID 204 names
  • CONC-MID 25% top-5
  • LEAD-HEAVY 10.6% top
  • PHOTO-FINISH NewGen Asset Ltd
  • TREND-FLAT Book steady
  • FY-SNAPSHOT Q1 2024

Photo-finish peer on reported book: NewGen Asset Management Ltd

Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.

Reported-book neighbourhood · Verity Asset Management, Inc.

Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.

Creekside Partners · near$181MMENDON · near$180MVerity Asset , . · this filer$179MNewGen Asset Ltd · near$178MTrust Investment · near$178M
Aggregate reported 13F book value ($)
Verity Asset Management, Inc.'s largest reported positions
  1. 1

    10.6% of book

  2. 2

    6.5% of book

  3. 3

    2.7% of book

  4. 4
  5. 5
  6. 6

    2.0% of book

Top 6 of 204 positions by value · Q1 2024

How the reported book breaks down

$179.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.

Top 5 positions: $44.0M (24.5%) Remaining 199 positions: $135.3M (75.5%)

Top Reported Holdings

Frequently Asked Questions

How big is Verity Asset Management, Inc.'s 13F portfolio?
Verity Asset Management, Inc. reports $179.3M of long US-equity positions across 204 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
Where does Verity Asset Management, Inc. sit among tracked 13F filers?
According to SEC Form 13F-HR filings in this corpus, Verity Asset Management, Inc. ranks #223 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
What is Verity Asset Management, Inc.'s largest position?
Verity Asset Management, Inc.'s largest reported position is SPDR S&P 500 ETF TR TR UNIT at $19.0M, about 10.6% of its reported book as of Q1 2024.

Nationwide filers with similar book size or holding count

Two 13F-derived peer sets for Verity Asset Management, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.

Using this filing

  • The rankings sort every tracked filer the same way Verity Asset Management, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
  • NewGen Asset Management Ltd reported the nearest book value ($178.5M) this quarter, a useful scale comparison for Verity Asset Management, Inc.. Compare filers
  • 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology

Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.