Verus Financial Partners, Inc.

CIK

1481714

Location

RICHMOND, VA

Portfolio Value

Micro $50,598,165

Diversification

Diversified

Filing Date

Global Rank

#6,801 / 8,603 ▲ 171 · as of Mar 2026

Top Industry

Tobacco 18.5%

3Y Alpha vs SPY

-4.4%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.8%

SPY

+76.5%

Annualised alpha

-4.4%

Max drawdown

−12.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.5%

−0.0 pts

Top 5

33.6%

−0.1 pts

Top 10

50.1%

−1.5 pts

HHI

344

Diversified−15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	19.7%	$9,960,353	8
Technology	17.5%	$8,850,983	9
Unclassified	15.4%	$7,776,349	7
Healthcare	11.8%	$5,978,408	8
Financial Services	8.8%	$4,456,527	9
Industrials	8.1%	$4,111,066	8
Utilities	5.9%	$2,976,078	4
Consumer Cyclical	5.8%	$2,958,415	6
Communication Services	3.9%	$1,972,252	3
Real Estate	1.8%	$922,672	2
Energy	1.3%	$635,062	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
BDN	Brandywine Realty Trust	+7,345	260,694	$706,480
NVDA	Nvidia Corp	+1,494	4,224	$736,665
AMZN	Amazon Com Inc	+1,031	3,460	$720,614
WFC	Wells Fargo & Company/Mn	+710	3,377	$268,842
GOOGL	Alphabet Inc.	+648	3,367	$968,214
MSFT	Microsoft Corp	+506	4,979	$1,843,076
V	Visa Inc.	+467	1,192	$360,270
META	Meta Platforms, Inc.	+324	1,075	$615,039
AVGO	Broadcom Inc.	+314	1,424	$440,742
CVX	Chevron Corp	+297	1,927	$398,696
JNJ	Johnson & Johnson	+227	4,921	$1,202,889
JPM	Jpmorgan Chase & Co	+112	3,031	$891,598
AAPL	Apple Inc.	+111	12,665	$3,214,250
LLY	ELI LILLY & Co	+35	313	$287,888
HIG	Hartford Insurance Group, Inc.	+7	1,782	$240,979
HD	Home Depot, Inc.	+6	1,149	$377,894
SPY	Spdr S&P 500 ETF Trust	+4	4,934	$3,208,777
MDLZ	Mondelez International, Inc.	+4	5,625	$324,225
COF	Capital One Financial Corp	+2	2,195	$400,433
WMT	Walmart Inc.	+2	3,216	$399,684
DUK	Duke Energy CORP	+2	3,521	$461,039
MRK	Merck & Co., Inc.	+1	3,870	$465,522
AEP	American Electric Power Co Inc	+1	2,148	$281,559
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
QCOM	Qualcomm Inc/De	−606	4,898	$630,764
VZ	Verizon Communications Inc	−392	7,749	$388,999
IBIT	iShares Bitcoin Trust ETF	−300	8,597	$330,296
LOW	Lowes Companies Inc	−165	2,987	$705,768
GWW	W.W. Grainger, Inc.	−110	972	$1,060,267
MO	Altria Group, Inc.	−93	54,749	$3,612,886
CAT	Caterpillar Inc	−54	1,010	$715,544
GLD	Spdr Gold Trust	−44	1,372	$590,357
BRK-B	Berkshire Hathaway Inc	−37	2,120	$1,015,904
NSC	Norfolk Southern Corp	−32	2,238	$642,306
ABBV	AbbVie Inc.	−31	2,008	$436,719
PG	PROCTER & GAMBLE Co	−25	2,097	$302,890
PM	Philip Morris International Inc.	−24	26,053	$4,307,603
MCD	Mcdonalds Corp	−18	1,222	$379,785
QQQ	Invesco Qqq Trust, Series 1	−3	566	$326,683
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,763	$239,715
MPC	Marathon Petroleum Corp	968	$236,366
HWM	Howmet Aerospace Inc.	916	$211,101
CIEN	Ciena Corp	530	$205,761
CSX	Csx Corp	4,936	$202,622
YUM	Yum Brands Inc	1,256	$195,282
MU	Micron Technology Inc	476	$160,811
RKT	Rocket Companies, Inc.	10,214	$145,549
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MMS	Maximus, Inc.	2,248	$194,047
KMX	Carmax Inc	4,696	$181,453
EMR	Emerson Electric Co	1,358	$180,233
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $50,598,165 total · as of Mar 31, 2026

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

Showing 1–50 of 66 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	Reduced	26,053	-24	$4,307,603	+3.0%	8.51%
MO	Altria Group, Inc. Consumer Defensive	Reduced	54,749	-93	$3,612,886	+14.3%	7.14%
AAPL	Apple Inc. Technology	Added	12,665	+111	$3,214,250	−5.8%	6.35%
SPY	Spdr S&P 500 ETF Trust	Added	4,934	+4	$3,208,777	−4.6%	6.34%
IAU	Ishares Gold Trust	Held	30,161	0	$2,658,993	+8.6%	5.26%
HCA	HCA Healthcare, Inc. Healthcare	Held	4,770	0	$2,257,354	+1.4%	4.46%
MSFT	Microsoft Corp Technology	Added	4,979	+506	$1,843,076	−14.8%	3.64%
D	Dominion Energy, Inc Utilities	Held	26,839	0	$1,659,186	+5.5%	3.28%
IBM	International Business Machines Corp Technology	Held	5,690	0	$1,379,199	−18.2%	2.73%
JNJ	Johnson & Johnson Healthcare	Added	4,921	+227	$1,202,889	+23.8%	2.38%
GWW	W.W. Grainger, Inc. Industrials	Reduced	972	-110	$1,060,267	−2.9%	2.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,120	-37	$1,015,904	−6.3%	2.01%
GOOGL	Alphabet Inc. Communication Services	Added	3,367	+648	$968,214	+13.8%	1.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,031	+112	$891,598	−5.2%	1.76%
NVDA	Nvidia Corp Technology	Added	4,224	+1,494	$736,665	+44.7%	1.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,460	+1,031	$720,614	+28.5%	1.42%
CAT	Caterpillar Inc Industrials	Reduced	1,010	-54	$715,544	+17.4%	1.41%
BDN	Brandywine Realty Trust Real Estate	Added	260,694	+7,345	$706,480	−4.5%	1.40%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,987	-165	$705,768	−7.2%	1.39%
NSC	Norfolk Southern Corp Industrials	Reduced	2,238	-32	$642,306	−2.0%	1.27%
QCOM	Qualcomm Inc/De Technology	Reduced	4,898	-606	$630,764	−33.0%	1.25%
ELV	Elevance Health, Inc. Healthcare	Held	2,125	0	$622,093	−16.5%	1.23%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	10,447	0	$616,686	−22.6%	1.22%
META	Meta Platforms, Inc. Communication Services	Added	1,075	+324	$615,039	+24.1%	1.22%
NDAQ	Nasdaq, Inc. Financial Services	Held	7,032	0	$596,946	−12.6%	1.18%
GE	General Electric Co Industrials	Held	2,095	0	$594,498	−7.9%	1.17%
GLD	Spdr Gold Trust	Reduced	1,372	-44	$590,357	+5.2%	1.17%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	3,626	0	$579,072	+4.0%	1.14%
SO	Southern Co Utilities	Held	5,950	0	$574,294	+10.7%	1.14%
BAC	Bank Of America Corp /De/ Financial Services	Held	10,995	0	$536,006	−11.4%	1.06%
MRK	Merck & Co., Inc. Healthcare	Added	3,870	+1	$465,522	+14.3%	0.92%
DUK	Duke Energy CORP Utilities	Added	3,521	+2	$461,039	+11.8%	0.91%
MCK	Mckesson Corp Healthcare	Held	524	0	$453,448	+5.5%	0.90%
AVGO	Broadcom Inc. Technology	Added	1,424	+314	$440,742	+14.7%	0.87%
ABBV	AbbVie Inc. Healthcare	Reduced	2,008	-31	$436,719	−6.3%	0.86%
GEV	GE Vernova Inc. Industrials	Held	480	0	$418,992	+33.6%	0.83%
COF	Capital One Financial Corp Financial Services	Added	2,195	+2	$400,433	−24.7%	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	3,216	+2	$399,684	+11.6%	0.79%
CVX	Chevron Corp Energy	Added	1,927	+297	$398,696	+60.5%	0.79%
PEP	Pepsico Inc Consumer Defensive	Held	2,547	0	$395,523	+8.2%	0.78%
VZ	Verizon Communications Inc Communication Services	Reduced	7,749	-392	$388,999	+17.3%	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,222	-18	$379,785	+0.2%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,149	+6	$377,894	−3.9%	0.75%
V	Visa Inc. Financial Services	Added	1,192	+467	$360,270	+41.7%	0.71%
IBIT	iShares Bitcoin Trust ETF	Reduced	8,597	-300	$330,296	−25.2%	0.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	566	-3	$326,683	−6.5%	0.65%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	5,625	+4	$324,225	+7.2%	0.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	315	0	$313,875	+15.5%	0.62%
KO	Coca Cola Co Consumer Defensive	Held	3,993	0	$303,667	+8.8%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,097	-25	$302,890	−0.4%	0.60%