Narus Financial Partners, LLC
CIK
1698091
Location
SALT LAKE CITY, UT
Portfolio Value
Micro
$7,260,351
Diversification
Highly concentrated
Filing Date
Global Rank
#3,501
/ 8,232
▲ 324
Top Industry
Discount Stores
77.3%
3Y Alpha vs SPY
+2.6%
Period ended 2 months ago
Filed Apr 21, 2026 · 53d
18 quarters · since Mar 2021
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
+88.1%
SPY
+76.5%
Annualised alpha
+2.6%
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
66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
69.5%
+1.3 pts
Top 5
82.0%
+0.4 pts
Top 10
86.8%
+0.2 pts
HHI
4,885
Highly concentrated+172
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 69.8% | $168,301,036 |
| Unclassified | 9.9% | $23,826,324 |
| Technology | 9.3% | $22,358,011 |
| Communication Services | 3.0% | $7,260,351 |
| Financial Services | 2.3% | $5,569,342 |
| Consumer Cyclical | 1.7% | $4,058,909 |
| Healthcare | 1.6% | $3,809,534 |
| Energy | 1.3% | $3,053,969 |
| Industrials | 1.2% | $2,936,776 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | +1,211 | 8,866 | $1,504,205 | |
| 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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
5 positions ·
$7,260,351 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 13,175 | $3,788,603 | 52.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,067 | $2,326,852 | 32.05% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 7,193 | $691,606 | 9.53% | |
| T |
At&T Inc.
Communication Services
|
Held | 10,455 | $303,090 | 4.17% | |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
Held | 10,000 | $150,200 | 2.07% |