Verus Financial Partners, Inc.
Filing Date
Global Rank
#6,762
/ 8,588
▲ 164
Top Industry
Tobacco
17.8%
3Y Alpha vs SPY
-5.2%
Period ended 3 months ago
Filed Apr 21, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.2%
SPY
+76.8%
Annualised alpha
-5.2%
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
67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.2%
−0.1 pts
Top 5
32.2%
−0.4 pts
Top 10
49.1%
−1.1 pts
HHI
329
Diversified−14
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 18.9% | $9,960,353 |
| Technology | 16.8% | $8,850,983 |
| Unclassified | 15.5% | $8,177,367 |
| Healthcare | 11.3% | $5,978,408 |
| Financial Services | 8.5% | $4,456,527 |
| Industrials | 7.8% | $4,098,709 |
| Utilities | 5.6% | $2,976,078 |
| Consumer Cyclical | 5.6% | $2,958,415 |
| Energy | 4.5% | $2,383,068 |
| Communication Services | 3.7% | $1,972,252 |
| Real Estate | 1.7% | $922,672 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| MDLZ | Mondelez International, Inc. | +4 | 5,625 | $324,225 | |
| SPY | Spdr S&P 500 ETF Trust | +4 | 4,934 | $3,208,777 | |
| XOM | Exxon Mobil Corp | +3 | 10,303 | $1,748,006 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
8 positions ·
$9,960,353 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 26,053 | $4,307,603 | 43.25% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 54,749 | $3,612,886 | 36.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,216 | $399,684 | 4.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,547 | $395,523 | 3.97% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 5,625 | $324,225 | 3.26% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 315 | $313,875 | 3.15% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,993 | $303,667 | 3.05% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,097 | $302,890 | 3.04% |