Narus Financial Partners, LLC

CIK

1698091

Location

SALT LAKE CITY, UT

Portfolio Value

Small $238,217,798

Diversification

Highly concentrated

Filing Date

Global Rank

#3,833 / 8,605 ▲ 223 · as of Mar 2026

Top Industry

Discount Stores 78.4%

3Y Alpha vs SPY

+7.4%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

18 quarters · since Mar 2021

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

+112.8%

SPY

+76.5%

Annualised alpha

+7.8%

Max drawdown

−20.9%

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

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

Top Position

70.3%

+1.4 pts

Top 5

83.1%

+0.6 pts

Top 10

87.9%

+0.4 pts

HHI

5,006

Highly concentrated+194

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	70.7%	$168,301,036	3
Unclassified	10.0%	$23,826,324	9
Technology	9.0%	$21,322,078	14
Communication Services	3.0%	$7,260,351	5
Financial Services	2.3%	$5,569,342	9
Healthcare	1.6%	$3,809,534	10
Consumer Cyclical	1.5%	$3,642,593	6
Industrials	1.2%	$2,936,776	6
Energy	0.7%	$1,549,764	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DBO	Invesco DB Oil Fund	+12,499	144,284	$2,838,066
NFLX	Netflix Inc	+3,481	7,193	$691,606
QCOM	Qualcomm Inc/De	+1,239	7,007	$902,361
AMZN	Amazon Com Inc	+1,034	10,426	$2,171,423
ORCL	Oracle Corp	+795	8,431	$1,240,284
MSFT	Microsoft Corp	+732	4,808	$1,779,777
CRWV	CoreWeave, Inc.	+731	3,956	$306,471
NVDA	Nvidia Corp	+612	42,718	$7,450,019
PLTR	Palantir Technologies Inc.	+483	3,397	$496,913
V	Visa Inc.	+353	2,216	$669,763
BRK-B	Berkshire Hathaway Inc	+313	3,742	$1,793,166
AAPL	Apple Inc.	+288	20,202	$5,127,065
CVX	Chevron Corp	+277	3,682	$761,805
CAT	Caterpillar Inc	+232	1,130	$800,559
ABBV	AbbVie Inc.	+205	2,309	$502,184
JPM	Jpmorgan Chase & Co	+200	4,388	$1,290,774
META	Meta Platforms, Inc.	+199	4,067	$2,326,852
CI	Cigna Group	+193	1,309	$349,175
UNH	Unitedhealth Group Inc	+173	1,918	$518,991
AVGO	Broadcom Inc.	+155	3,526	$1,091,332
VLO	Valero Energy Corp/Tx	+151	2,087	$515,655
CSCO	Cisco Systems, Inc.	+123	4,369	$338,990
AXP	American Express Co	+102	1,078	$326,073
IBM	International Business Machines Corp	+93	5,628	$1,364,170
IAU	Ishares Gold Trust	+89	20,224	$1,782,947
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−35,049	1,348,003	$167,529,812
NVS	Novartis AG	−350	1,839	$280,907
TSLA	Tesla, Inc.	−326	1,412	$524,911
SPY	Spdr S&P 500 ETF Trust	−273	2,751	$1,789,085
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−163	1,530	$517,063
GLD	Spdr Gold Trust	−143	32,445	$13,960,759
WFC	Wells Fargo & Company/Mn	−128	5,900	$469,699
SHEL	Shell plc	−100	2,928	$272,304
AMP	Ameriprise Financial Inc	−75	567	$251,974
BMY	Bristol Myers Squibb Co	−54	6,561	$397,924
GOOGL	Alphabet Inc.	−19	13,175	$3,788,603
LLY	ELI LILLY & Co	−1	491	$451,607
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
UUP	Invesco DB US Dollar Index Bullish Fund	8,939	$248,325
JNJ	Johnson & Johnson	952	$232,706
GIS	General Mills Inc	6,050	$225,181
DBC	Invesco DB Commodity Index Tracking Fund	7,500	$217,125
FIX	Comfort Systems USA Inc	153	$210,985
CB	Chubb Ltd	645	$210,224
ROST	Ross Stores, Inc.	960	$207,964
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	1,267	$443,437
DECK	Deckers Outdoor Corp	4,130	$428,157
NTAP	NetApp, Inc.	2,174	$232,813
BLD	QXO Insulation, LLC	500	$208,595
ZION	Zions Bancorporation, National Association /Ut/	3,452	$202,080
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $238,217,798 total · as of Mar 31, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	1,348,003	-35,049	$167,529,812	+8.7%	70.33%
GLD	Spdr Gold Trust	Reduced	32,445	-143	$13,960,759	+8.1%	5.86%
NVDA	Nvidia Corp Technology	Added	42,718	+612	$7,450,019	−5.1%	3.13%
AAPL	Apple Inc. Technology	Added	20,202	+288	$5,127,065	−5.3%	2.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,175	-19	$3,788,603	−8.3%	1.59%
DBO	Invesco DB Oil Fund	Added	144,284	+12,499	$2,838,066	+76.5%	1.19%
QQQ	Invesco Qqq Trust, Series 1	Held	4,104	0	$2,368,746	−6.0%	0.99%
META	Meta Platforms, Inc. Communication Services	Added	4,067	+199	$2,326,852	−8.9%	0.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,426	+1,034	$2,171,423	+0.2%	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,742	+313	$1,793,166	+4.0%	0.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,751	-273	$1,789,085	−13.2%	0.75%
IAU	Ishares Gold Trust	Added	20,224	+89	$1,782,947	+9.1%	0.75%
MSFT	Microsoft Corp Technology	Added	4,808	+732	$1,779,777	−9.7%	0.75%
IBM	International Business Machines Corp Technology	Added	5,628	+93	$1,364,170	−16.8%	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,388	+200	$1,290,774	−4.3%	0.54%
ORCL	Oracle Corp Technology	Added	8,431	+795	$1,240,284	−16.7%	0.52%
AVGO	Broadcom Inc. Technology	Added	3,526	+155	$1,091,332	−6.5%	0.46%
QCOM	Qualcomm Inc/De Technology	Added	7,007	+1,239	$902,361	−8.5%	0.38%
CAT	Caterpillar Inc Industrials	Added	1,130	+232	$800,559	+55.6%	0.34%
CVX	Chevron Corp Energy	Added	3,682	+277	$761,805	+46.8%	0.32%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,099	0	$749,781	+19.6%	0.31%
NFLX	Netflix Inc Communication Services	Added	7,193	+3,481	$691,606	+98.7%	0.29%
V	Visa Inc. Financial Services	Added	2,216	+353	$669,763	+2.5%	0.28%
EME	EMCOR Group, Inc. Industrials	Added	798	+16	$589,171	+23.1%	0.25%
AMAT	Applied Materials Inc /De Technology	Added	1,627	+35	$556,092	+35.9%	0.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	548	+45	$546,043	+25.9%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,412	-326	$524,911	−32.8%	0.22%
UNH	Unitedhealth Group Inc Healthcare	Added	1,918	+173	$518,991	−9.9%	0.22%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,530	-163	$517,063	+0.5%	0.22%
VLO	Valero Energy Corp/Tx Energy	Added	2,087	+151	$515,655	+63.6%	0.22%
ABBV	AbbVie Inc. Healthcare	Added	2,309	+205	$502,184	+4.5%	0.21%
PLTR	Palantir Technologies Inc. Technology	Added	3,397	+483	$496,913	−4.1%	0.21%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,055	+10	$487,883	+4.3%	0.20%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	5,900	-128	$469,699	−16.4%	0.20%
LLY	ELI LILLY & Co Healthcare	Reduced	491	-1	$451,607	−14.6%	0.19%
MCK	Mckesson Corp Healthcare	Added	490	+49	$424,026	+17.2%	0.18%
HQY	Healthequity, Inc. Healthcare	Added	4,998	+57	$417,682	−7.7%	0.18%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	6,561	-54	$397,924	+11.5%	0.17%
GE	General Electric Co Industrials	Added	1,246	+64	$353,577	−2.9%	0.15%
CI	Cigna Group Healthcare	Added	1,309	+193	$349,175	+13.7%	0.15%
CSCO	Cisco Systems, Inc. Technology	Added	4,369	+123	$338,990	+3.6%	0.14%
AXP	American Express Co Financial Services	Added	1,078	+102	$326,073	−9.7%	0.14%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	700	0	$324,233	−3.6%	0.14%
CRWV	CoreWeave, Inc. Technology	Added	3,956	+731	$306,471	+32.7%	0.13%
T	At&T Inc. Communication Services	Held	10,455	0	$303,090	+16.7%	0.13%
GBTC	Grayscale Bitcoin Trust ETF	Added	5,630	+62	$297,038	−22.0%	0.12%
EVR	Evercore Inc. Financial Services	Held	979	0	$292,241	−12.3%	0.12%
NVS	Novartis AG Healthcare	Reduced	1,839	-350	$280,907	−6.9%	0.12%
SHEL	Shell plc Energy	Reduced	2,928	-100	$272,304	+22.4%	0.11%
TRV	Travelers Companies, Inc. Financial Services	Held	910	0	$265,428	+0.6%	0.11%