VERUS CAPITAL PARTNERS, LLC

CIK

1796874

Location

SCOTTSDALE, AZ

Portfolio Value

Small $803,151,059

Diversification

Diversified

Filing Date

Global Rank

#2,009 / 8,622 ▼ 115 · as of Mar 2026

Top Industry

Semiconductors 26.7%

3Y Alpha vs SPY

+3.4%

Period ended 4 months ago

Filed May 22, 2026 · 2mo

18 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 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

+83.3%

SPY

+67.9%

Annualised alpha

+3.5%

Max drawdown

−24.0%

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

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

Top Position

19.4%

+0.7 pts

Top 5

55.0%

−2.7 pts

Top 10

69.8%

−1.6 pts

HHI

800

Diversified−5

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.9%	$433,173,743	50
Consumer Cyclical	12.6%	$101,075,267	25
Communication Services	7.6%	$61,250,029	10
Financial Services	7.4%	$59,633,988	34
Industrials	5.4%	$43,411,188	43
Unclassified	4.3%	$34,696,129	9
Healthcare	2.8%	$22,863,057	22
Energy	2.5%	$19,939,054	18
Consumer Defensive	1.9%	$15,411,446	14
Basic Materials	0.9%	$6,940,148	12
Utilities	0.4%	$2,812,913	7
Real Estate	0.2%	$1,944,097	4

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
GOF	Guggenheim Strategic Opportunities Fund	+150,544	2,477,088	$27,297,509
PDI	PIMCO Dynamic Income Fund	+132,766	380,472	$6,509,875
MU	Micron Technology Inc	+79,646	85,438	$28,864,373
JYNT	JOINT Corp	+24,929	130,705	$1,156,739
GOOGL	Alphabet Inc.	+15,680	134,344	$38,631,960
CLS	Celestica Inc	+8,695	9,495	$2,674,551
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+6,166	13,628	$4,605,582
TSLA	Tesla, Inc.	+4,567	26,884	$9,994,127
PLTR	Palantir Technologies Inc.	+4,209	104,010	$15,214,582
CSX	Csx Corp	+3,533	21,484	$881,918
LUV	Southwest Airlines Co	+2,046	7,070	$265,619
META	Meta Platforms, Inc.	+1,524	13,352	$7,639,079
AMD	Advanced Micro Devices Inc	+1,493	282,055	$57,378,448
GEV	GE Vernova Inc.	+1,446	2,025	$1,767,622
SFM	Sprouts Farmers Market, Inc.	+1,411	10,255	$790,968
NOW	ServiceNow, Inc.	+990	4,540	$474,657
OKE	Oneok Inc /New/	+821	9,498	$858,524
SNOW	Snowflake Inc.	+804	2,031	$306,315
CRM	Salesforce, Inc.	+673	2,154	$402,087
USB	US Bancorp De	+599	6,099	$317,208
ALAB	Astera Labs, Inc.	+541	3,849	$421,850
IBIT	iShares Bitcoin Trust ETF	+426	17,994	$691,329
APP	AppLovin Corp	+378	686	$273,028
TPL	Texas Pacific Land Corp	+368	2,867	$1,360,563
ZETA	Zeta Global Holdings Corp.	+340	49,440	$787,084
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLND	Southland Holdings, Inc.	−645,833	482,067	$626,687
TPC	Tutor Perini Corp	−111,035	64,064	$4,945,100
ABEV	Ambev S.A.	−75,650	68,350	$199,582
MSFT	Microsoft Corp	−74,155	94,051	$34,814,858
VALE	Vale S.A.	−68,198	63,925	$1,017,046
AMZN	Amazon Com Inc	−52,167	383,360	$79,842,387
AMCX	AMC Global Media Inc.	−37,350	42,950	$291,630
AES	Aes Corp	−31,021	31,299	$441,002
UMC	United Microelectronics Corp	−28,600	28,700	$257,726
NU	Nu Holdings Ltd.	−27,285	47,915	$688,538
AAPL	Apple Inc.	−24,030	614,413	$155,931,875
OBDC	Blue Owl Capital Corp	−22,698	28,905	$319,689
DNP	Dnp Select Income Fund Inc	−21,963	240,225	$2,474,317
SLV	iShares Silver Trust	−19,190	17,995	$1,226,179
KVUE	Kenvue Inc.	−15,914	12,336	$212,672
MMU	Western Asset Managed Municipals Fund Inc.	−15,000	15,000	$154,200
SPY	Spdr S&P 500 ETF Trust	−14,568	16,088	$10,462,669
ESOA	Energy Services of America CORP	−13,450	15,500	$203,515
ET	Energy Transfer LP	−12,595	25,682	$495,662
QQQ	Invesco Qqq Trust, Series 1	−12,405	22,699	$13,101,408
SRRK	Scholar Rock Holding Corp	−11,610	10,490	$515,688
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−10,500	14,500	$162,835
NVDA	Nvidia Corp	−10,067	628,287	$109,573,252
RIVN	Rivian Automotive, Inc. / DE	−9,519	27,748	$417,607
VZ	Verizon Communications Inc	−9,451	143,826	$7,220,065
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CB	Chubb Ltd	4,118	$1,342,179
BNO	United States Brent Oil Fund, LP	10,000	$520,100
CRDO	Credo Technology Group Holding Ltd	5,386	$505,583
HAL	Halliburton Co	11,741	$457,781
EIX	Edison International	6,093	$445,885
MRSH	Marsh & Mclennan Companies, Inc.	1,857	$322,096
GLW	Corning Inc /Ny	2,200	$299,134
QLYS	Qualys, Inc.	3,000	$263,550
NTCT	Netscout Systems Inc	8,285	$263,380
BG	Bunge Global SA	2,001	$254,527
CLH	Clean Harbors Inc	886	$254,042
MCK	Mckesson Corp	292	$252,685
SANM	Sanmina Corp	1,895	$245,667
MOS	Mosaic Co	8,530	$217,515
MSCI	MSCI Inc.	388	$209,135
NEE	Nextera Energy Inc	2,233	$207,401
KLAC	Kla Corp	140	$206,137
MRVL	Marvell Technology, Inc.	2,062	$204,241
SMR	NUSCALE POWER Corp	16,107	$174,599
RLGT	Radiant Logistics, Inc	21,250	$149,812
LUMN	Lumen Technologies, Inc.	19,370	$134,621
UAMY	United States Antimony Corp	13,950	$121,783
AVTR	Avantor, Inc.	14,147	$110,912
LCID	Lucid Group, Inc.	11,378	$108,432
TALK	Talkspace, Inc.	16,022	$82,913
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FXE	Invesco CurrencyShares Euro Trust	6,351	$688,829
FSLR	First Solar, Inc.	2,427	$634,005
PAAS	Pan American Silver Corp	11,082	$574,158
FISV	Fiserv Inc	8,304	$557,779
SOFI	SoFi Technologies, Inc.	16,958	$443,960
APH	Amphenol Corp /De/	3,178	$429,474
DDOG	Datadog, Inc.	2,930	$398,450
RDDT	Reddit, Inc.	1,541	$354,229
GHC	Graham Holdings Co	315	$346,059
INTU	Intuit Inc.	506	$335,184
SCCO	Southern Copper Corp/	2,222	$318,790
SCHW	Schwab Charles Corp	3,141	$313,817
ZM	Zoom Communications, Inc.	3,328	$287,173
BEN	Franklin Resources Inc	11,373	$271,700
TCBI	Texas Capital Bancshares Inc/Tx	2,810	$254,417
VMD	Viemed Healthcare, Inc.	34,150	$253,734
MDB	MongoDB, Inc.	603	$253,073
KTOS	Kratos Defense & Security Solutions, Inc.	3,329	$252,704
AXON	Axon Enterprise, Inc.	438	$248,753
BSX	Boston Scientific Corp	2,553	$243,428
ENS	EnerSys	1,619	$237,588
SYM	Symbotic Inc.	3,705	$220,447
NVO	Novo Nordisk A S	4,287	$218,122
IONQ	IonQ, Inc.	4,828	$216,632
UBER	Uber Technologies, Inc	2,625	$214,488
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

248 tracked positions · $803,151,059 total · as of Mar 31, 2026

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

Showing 1–50 of 248 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	614,413	-24,030	$155,931,875	−10.2%	19.42%
NVDA	Nvidia Corp CALL + SHARES Technology	Reduced	628,287	-10,067	$109,573,252	−8.0%	13.64%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	383,360	-52,167	$79,842,387	−20.6%	9.94%
AMD	Advanced Micro Devices Inc Technology	Added	282,055	+1,493	$57,378,448	−4.5%	7.14%
GOOGL	Alphabet Inc. Communication Services	Added	134,344	+15,680	$38,631,960	+4.0%	4.81%
MSFT	Microsoft Corp Technology	Reduced	94,051	-74,155	$34,814,858	−57.2%	4.33%
MU	Micron Technology Inc Technology	Added	85,438	+79,646	$28,864,373	+1646.1%	3.59%
GOF	Guggenheim Strategic Opportunities Fund Financial Services	Added	2,477,088	+150,544	$27,297,509	−8.9%	3.40%
PLTR	Palantir Technologies Inc. Technology	Added	104,010	+4,209	$15,214,582	−14.2%	1.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	22,699	-12,405	$13,101,408	−39.2%	1.63%
ABBV	AbbVie Inc. Healthcare	Reduced	53,144	-3,821	$11,558,288	−11.2%	1.44%
SPY	Spdr S&P 500 ETF Trust CALL + SHARES	Reduced	16,088	-14,568	$10,462,669	−50.0%	1.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	26,884	+4,567	$9,994,127	−0.4%	1.24%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	12,723	-2,043	$8,680,139	+3.1%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	13,352	+1,524	$7,639,079	−2.2%	0.95%
VZ	Verizon Communications Inc Communication Services	Reduced	143,826	-9,451	$7,220,065	+15.7%	0.90%
XOM	ExxonMobil Holdings Corp Energy	Reduced	38,428	-3,958	$6,519,694	+27.8%	0.81%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	380,472	+132,766	$6,509,875	+48.4%	0.81%
TPC	Tutor Perini Corp Industrials	Reduced	64,064	-111,035	$4,945,100	−57.9%	0.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	13,628	+6,166	$4,605,582	+103.1%	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,448	-1,213	$4,544,183	−15.4%	0.57%
MO	Altria Group, Inc. Consumer Defensive	Reduced	64,187	-7,295	$4,235,700	+2.8%	0.53%
GLD	Spdr Gold Trust	Reduced	9,336	-1,490	$4,017,187	−6.4%	0.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,964	-2,348	$3,816,348	−26.4%	0.48%
AMAT	Applied Materials Inc /De Technology	Added	9,630	+68	$3,291,437	+33.9%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,034	-256	$3,023,168	+6.6%	0.38%
ORCL	Oracle Corp Technology	Reduced	20,045	-3,936	$2,948,819	−36.9%	0.37%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	6,340	-559	$2,936,624	−11.4%	0.37%
BA	Boeing Co Industrials	Reduced	13,589	-4,704	$2,704,618	−31.9%	0.34%
AVGO	Broadcom Inc. Technology	Reduced	8,676	-409	$2,685,308	−14.6%	0.33%
T	At&T Inc. Communication Services	Reduced	92,577	-6,665	$2,683,807	+8.9%	0.33%
CLS	Celestica Inc Technology	Added	9,495	+8,695	$2,674,551	+1030.9%	0.33%
CVX	Chevron Corp Energy	Reduced	12,909	-1,916	$2,670,872	+18.2%	0.33%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	240,225	-21,963	$2,474,317	−5.5%	0.31%
CME	Cme Group Inc. Financial Services	Added	7,905	+7	$2,334,741	+8.3%	0.29%
V	Visa Inc. Financial Services	Reduced	7,407	-473	$2,238,691	−19.0%	0.28%
DIS	Walt Disney Co Communication Services	Reduced	22,401	-902	$2,159,008	−18.6%	0.27%
NFLX	Netflix Inc Communication Services	Added	22,222	+325	$2,136,645	+4.1%	0.27%
RKLB	Rocket Lab Corp CALL + SHARES Industrials	Reduced	32,487	-5,505	$2,086,315	−21.3%	0.26%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,896	-1,242	$1,975,554	+3.5%	0.25%
CAT	Caterpillar Inc Industrials	Reduced	2,693	-856	$1,907,882	−6.2%	0.24%
JNJ	Johnson & Johnson Healthcare	Reduced	7,335	-1,065	$1,792,967	+3.1%	0.22%
GEV	GE Vernova Inc. Industrials	Added	2,025	+1,446	$1,767,622	+367.1%	0.22%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	8,282	-408	$1,681,080	+14.1%	0.21%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	12,015	-74	$1,574,085	+10.8%	0.20%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,772	-1,410	$1,569,463	−26.2%	0.20%
HON	Honeywell International Inc Industrials	Added	6,888	+230	$1,556,894	+19.9%	0.19%
PH	Parker-Hannifin Corp Industrials	Reduced	1,664	-282	$1,489,679	−12.9%	0.19%
BP	Bp PLC Energy	Reduced	29,806	-1,791	$1,400,882	+27.7%	0.17%
FIX	Comfort Systems USA Inc Industrials	Reduced	990	-307	$1,365,200	+12.8%	0.17%

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.