Verus Financial Partners, Inc.

CIK

1481714

Location

RICHMOND, VA

Portfolio Value

Micro $57,381,548

Diversification

Diversified

Filing Date

Global Rank

#3,122 / 4,286 ▲ 3407

Top Industry

Tobacco 17.8%

3Y Alpha vs SPY

-4.1%

Period ended 38 days ago

Filed Jul 21, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.7%

SPY

+77.0%

Annualised alpha

-4.1%

Max drawdown

−12.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

73 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.4%

+0.2 pts

Top 5

32.0%

−0.5 pts

Top 10

47.2%

−2.2 pts

HHI

320

Diversified−15

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.1%	$12,084,396	14
Consumer Defensive	18.7%	$10,722,356	8
Unclassified	14.0%	$8,041,455	7
Healthcare	10.7%	$6,151,307	10
Industrials	8.1%	$4,657,440	8
Financial Services	7.7%	$4,417,237	8
Utilities	5.6%	$3,197,069	4
Consumer Cyclical	5.2%	$2,982,205	6
Communication Services	3.7%	$2,142,234	3
Energy	3.3%	$1,866,800	3
Real Estate	2.0%	$1,119,049	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
PPLT	abrdn Platinum ETF Trust	+22,500	25,000	$353,250
BDN	Brandywine Realty Trust	+11,723	272,417	$863,561
D	Dominion Energy, Inc	+1,497	28,336	$1,935,065
PM	Philip Morris International Inc.	+670	26,723	$4,834,457
MDLZ	Mondelez International, Inc.	+664	6,289	$363,755
YUM	Yum Brands Inc	+560	1,816	$290,305
MSFT	Microsoft Corp	+519	5,498	$2,050,863
NVDA	Nvidia Corp	+69	4,293	$858,986
AMZN	Amazon Com Inc	+28	3,488	$831,329
PFE	Pfizer Inc	+21	9,013	$217,033
WMT	Walmart Inc.	+17	3,233	$366,169
AVGO	Broadcom Inc.	+13	1,437	$542,826
BAC	Bank Of America Corp /De/	+8	11,003	$626,950
VZ	Verizon Communications Inc	+8	7,757	$328,431
MRK	Merck & Co., Inc.	+7	3,877	$498,194
HD	Home Depot, Inc.	+6	1,155	$407,345
ABBV	AbbVie Inc.	+5	2,013	$506,551
WFC	Wells Fargo & Company/Mn	+4	3,381	$279,405
PEP	Pepsico Inc	+3	2,550	$345,270
LLY	ELI LILLY & Co	+2	315	$377,820
GWW	W.W. Grainger, Inc.	+2	974	$1,325,029
GLW	Corning Inc /Ny	+2	1,765	$450,833
COST	Costco Wholesale Corp /New	+1	316	$295,608
AEP	American Electric Power Co Inc	+1	2,149	$294,004
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,205	3,381	$1,208,267
XOM	ExxonMobil Holdings Corp	−708	9,595	$1,311,828
JNJ	Johnson & Johnson	−468	4,453	$1,130,928
V	Visa Inc.	−467	725	$248,740
CAT	Caterpillar Inc	−354	656	$698,574
DUK	Duke Energy CORP	−300	3,221	$407,714
PG	PROCTER & GAMBLE Co	−298	1,799	$263,805
AAPL	Apple Inc.	−180	12,485	$3,612,659
QCOM	Qualcomm Inc/De	−161	4,737	$875,350
ELV	Elevance Health, Inc.	−148	1,977	$764,565
GE	General Electric Co	−134	1,961	$732,884
SO	Southern Co	−96	5,854	$560,286
KO	Coca Cola Co	−90	3,903	$317,196
CVX	Chevron Corp	−72	1,855	$307,484
COF	Capital One Financial Corp	−44	2,151	$431,533
MO	Altria Group, Inc.	−43	54,706	$3,936,096
JPM	Jpmorgan Chase & Co	−39	2,992	$979,371
NSC	Norfolk Southern Corp	−38	2,200	$692,098
GEV	GE Vernova Inc.	−34	446	$523,987
MCK	Mckesson Corp	−20	504	$380,822
LOW	Lowes Companies Inc	−14	2,973	$655,516
QQQ	Invesco Qqq Trust, Series 1	−13	553	$407,229
SPY	Spdr S&P 500 ETF Trust	−8	4,926	$3,678,589
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,834	$395,711
WDC	Western Digital Corp	389	$248,462
KMX	Carmax Inc	4,696	$248,371
LRCX	Lam Research Corp	500	$216,665
TSM	Taiwan Semiconductor Manufacturing Co Ltd	452	$215,861
UNH	Unitedhealth Group Inc	505	$209,893
PANW	Palo Alto Networks Inc	606	$206,658
CAH	Cardinal Health Inc	866	$205,726
UAL	United Airlines Holdings, Inc.	1,500	$203,985
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	1,222	$379,785
RKT	Rocket Companies, Inc.	10,214	$145,549
HON	Honeywell International Inc	1,121	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 tracked positions · $57,381,548 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PM	Philip Morris International Inc. Consumer Defensive	Added	26,723	+670	$4,834,457	+12.2%	8.43%
MO	Altria Group, Inc. Consumer Defensive	Reduced	54,706	-43	$3,936,096	+8.9%	6.86%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,926	-8	$3,678,589	+14.6%	6.41%
AAPL	Apple Inc. Technology	Reduced	12,485	-180	$3,612,659	+12.4%	6.30%
IAU	Ishares Gold Trust	Held	30,161	0	$2,277,457	−14.3%	3.97%
MSFT	Microsoft Corp Technology	Added	5,498	+519	$2,050,863	+11.3%	3.57%
D	Dominion Energy, Inc Utilities	Added	28,336	+1,497	$1,935,065	+16.6%	3.37%
HCA	HCA Healthcare, Inc. Healthcare	Held	4,770	0	$1,859,775	−17.6%	3.24%
IBM	International Business Machines Corp Technology	Held	5,690	0	$1,600,084	+16.0%	2.79%
GWW	W.W. Grainger, Inc. Industrials	Added	974	+2	$1,325,029	+25.0%	2.31%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,595	-708	$1,311,828	−25.0%	2.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,381	-1,205	$1,208,267	−8.3%	2.11%
JNJ	Johnson & Johnson Healthcare	Reduced	4,453	-468	$1,130,928	−6.0%	1.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,120	0	$1,060,826	+4.4%	1.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,992	-39	$979,371	+9.8%	1.71%
QCOM	Qualcomm Inc/De Technology	Reduced	4,737	-161	$875,350	+38.8%	1.53%
BDN	Brandywine Realty Trust Real Estate	Added	272,417	+11,723	$863,561	+22.2%	1.50%
NVDA	Nvidia Corp Technology	Added	4,293	+69	$858,986	+16.6%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,488	+28	$831,329	+15.4%	1.45%
ELV	Elevance Health, Inc. Healthcare	Reduced	1,977	-148	$764,565	+22.9%	1.33%
GE	General Electric Co Industrials	Reduced	1,961	-134	$732,884	+23.3%	1.28%
CAT	Caterpillar Inc Industrials	Reduced	656	-354	$698,574	−2.4%	1.22%
NSC	Norfolk Southern Corp Industrials	Reduced	2,200	-38	$692,098	+7.8%	1.21%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,973	-14	$655,516	−7.1%	1.14%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,003	+8	$626,950	+17.0%	1.09%
META	Meta Platforms, Inc. Communication Services	Held	1,075	0	$605,536	−1.5%	1.06%
SO	Southern Co Utilities	Reduced	5,854	-96	$560,286	−2.4%	0.98%
NDAQ	Nasdaq, Inc. Financial Services	Held	7,032	0	$554,262	−7.2%	0.97%
MU	Micron Technology Inc Technology	Held	476	0	$549,442	+241.7%	0.96%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	3,626	0	$549,339	−5.1%	0.96%
AVGO	Broadcom Inc. Technology	Added	1,437	+13	$542,826	+23.2%	0.95%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	10,447	0	$533,319	−13.5%	0.93%
GEV	GE Vernova Inc. Industrials	Reduced	446	-34	$523,987	+25.1%	0.91%
ABBV	AbbVie Inc. Healthcare	Added	2,013	+5	$506,551	+16.0%	0.88%
GLD	Spdr Gold Trust	Held	1,372	0	$505,417	−14.4%	0.88%
MRK	Merck & Co., Inc. Healthcare	Added	3,877	+7	$498,194	+7.0%	0.87%
GLW	Corning Inc /Ny Technology	Added	1,765	+2	$450,833	+88.1%	0.79%
COF	Capital One Financial Corp Financial Services	Reduced	2,151	-44	$431,533	+7.8%	0.75%
DUK	Duke Energy CORP Utilities	Reduced	3,221	-300	$407,714	−11.6%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,155	+6	$407,345	+7.8%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Reduced	553	-13	$407,229	+24.7%	0.71%
INTC	Intel Corp Technology	NEW	2,834	NEW	$395,711	NEW	0.69%
MCK	Mckesson Corp Healthcare	Reduced	504	-20	$380,822	−16.0%	0.66%
LLY	ELI LILLY & Co Healthcare	Added	315	+2	$377,820	+31.2%	0.66%
WMT	Walmart Inc. Consumer Defensive	Added	3,233	+17	$366,169	−8.4%	0.64%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	6,289	+664	$363,755	+12.2%	0.63%
PPLT	abrdn Platinum ETF Trust	Added	25,000	+22,500	$353,250	—	0.62%
PEP	Pepsico Inc Consumer Defensive	Added	2,550	+3	$345,270	−12.7%	0.60%
VZ	Verizon Communications Inc Communication Services	Added	7,757	+8	$328,431	−15.6%	0.57%
KO	Coca Cola Co Consumer Defensive	Reduced	3,903	-90	$317,196	+4.5%	0.55%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.