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Portfolio (Quarterly) Guide ↗

Verus Financial Partners, Inc.

· CIK 0001481714
13F Portfolio $1.2B AUM 127 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 35 Added 32 Reduced 3 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NSC NORFOLK SOUTHN CORP Industrials 2,200.0 $692K 0.06% -38.0 -1.7% $314.62 +11.5%
22 DFAX DIMENSIONAL ETF TRUST 16,277.0 $600K 0.05% -107.0 -0.7% $36.84 +3.6%
23 SO SOUTHERN CO Utilities 5,854.0 $560K 0.05% -96.0 -1.6% $95.72 -7.1%
24 GEV GE VERNOVA INC Utilities 446.0 $524K 0.04% -34.0 -7.1% $1174.86 -18.6%
25 COF CAPITAL ONE FINL CORP Financial Services 2,151.0 $432K 0.04% -44.0 -2.0% $200.66 +8.6%
26 DUK DUKE ENERGY CORP NEW Utilities 3,221.0 $408K 0.04% -300.0 -8.5% $126.56 -5.3%
27 QQQ INVESCO QQQ TR Financial Services 553.0 $407K 0.04% -13.0 -2.3% $736.40 -3.1%
28 MCK MCKESSON CORP Healthcare 504.0 $381K 0.03% -20.0 -3.8% $755.60 +13.7%
29 KO COCA COLA CO Consumer Defensive 3,903.0 $317K 0.03% -90.0 -2.2% $81.27 +12.1%
30 CVX CHEVRON CORPORATION Energy 1,855.0 $307K 0.03% -72.0 -3.7% $165.76 +23.8%
31 PG PROCTER & GAMBLE CO Consumer Defensive 1,799.0 $264K 0.02% -298.0 -14.2% $146.63 -1.3%
32 V VISA INC Financial Services 725.0 $249K 0.02% -467.0 -39.2% $343.02 +8.2%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.5%
Financial Services 20.2%
Consumer Defensive 19.0%
Healthcare 10.9%
Industrials 7.3%
Utilities 6.6%
Consumer Cyclical 5.3%
Communication Services 3.8%
Energy 3.3%
Real Estate 2.0%