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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOG ALPHABET INC Communication Services 1,238.0 $437K 0.04% +19.0 +1.6% $353.33 -4.3%
82 COF CAPITAL ONE FINL CORP Financial Services 2,151.0 $432K 0.04% -44.0 -2.0% $200.66 +5.9%
83 DFUS DIMENSIONAL ETF TRUST 5,011.0 $411K 0.04% $81.94 +1.6%
84 DUK DUKE ENERGY CORP NEW Utilities 3,221.0 $408K 0.04% -300.0 -8.5% $126.56 -3.1%
85 HD HOME DEPOT INC Consumer Cyclical 1,155.0 $407K 0.04% +6.0 +0.5% $352.63 -5.1%
86 QQQ INVESCO QQQ TR Financial Services 553.0 $407K 0.04% -13.0 -2.3% $736.40 -3.5%
87 WTV WISDOMTREE TR 3,918.0 $399K 0.03% $101.72 +5.7%
88 DFAT DIMENSIONAL ETF TRUST 5,678.0 $397K 0.03% $69.90 +1.8%
89 INTC INTEL CORP Technology 2,834.0 $396K 0.03% NEW $139.63 -34.0%
90 MCK MCKESSON CORP Healthcare 504.0 $381K 0.03% -20.0 -3.8% $755.60 +11.0%
91 LLY ELI LILLY & CO Healthcare 315.0 $377K 0.03% +2.0 +0.6% $1198.22 +4.0%
92 WMT WALMART INC Consumer Defensive 3,233.0 $366K 0.03% +17.0 +0.5% $113.26 -8.3%
93 MDLZ MONDELEZ INTL INC Consumer Defensive 6,289.0 $364K 0.03% +664.0 +11.8% $57.84 +10.9%
94 PPLT ABRDN PLATINUM ETF TRUST Financial Services 25,000.0 $353K 0.03% +22K +900.0% $14.13 +18.0%
95 DFSD DIMENSIONAL ETF TRUST 7,392.0 $353K 0.03% $47.75 -0.9%
96 PEP PEPSICO INC Consumer Defensive 2,550.0 $345K 0.03% $135.43 +4.9%
97 VGT VANGUARD WORLD FD 2,770.0 $331K 0.03% +2K +700.6% $119.51 -1.0%
98 AVIE AMERICAN CENTY ETF TR 4,447.0 $331K 0.03% $74.35 +8.8%
99 VZ VERIZON COMMUNICATIONS INC Communication Services 7,757.0 $328K 0.03% $42.34 +16.2%
100 GUNR FLEXSHARES TR 6,620.0 $326K 0.03% +46.0 +0.7% $49.28 +13.6%
Page 5 of 7  ·  127 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 21.3%
Financial Services 20.1%
Consumer Defensive 18.9%
Healthcare 10.8%
Industrials 7.3%
Utilities 6.6%
Consumer Cyclical 5.3%
Communication Services 4.5%
Energy 3.3%
Real Estate 2.0%