VERUS CAPITAL PARTNERS, LLC

CIK

1796874

Location

SCOTTSDALE, AZ

Portfolio Value

Small $803,151,059

Diversification

Diversified

Filing Date

Global Rank

#1,737 / 8,232 ▼ 21

Top Industry

Semiconductors 26.7%

3Y Alpha vs SPY

+1.5%

Period ended 2 months ago

Filed May 22, 2026 · 22d

18 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+83.3%

SPY

+76.5%

Annualised alpha

+1.5%

Max drawdown

−24.1%

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

248 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	$316,260
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 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 Technology	Reduced	628,287	-10,067	$109,573,252	−8.0%	13.64%
AMZN	Amazon Com Inc 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	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	Exxon Mobil 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 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%