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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 3,903.0 $317K 0.03% -90.0 -2.2% $81.27 +11.6%
102 CVX CHEVRON CORPORATION Energy 1,855.0 $307K 0.03% -72.0 -3.7% $165.76 +24.8%
103 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 316.0 $296K 0.03% $935.72 +0.9%
104 AEP AMERICAN ELEC PWR CO INC Utilities 2,149.0 $294K 0.03% $136.83 -9.7%
105 YUM YUM BRANDS INC Consumer Cyclical 1,816.0 $290K 0.03% +560.0 +44.6% $159.86 -5.7%
106 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,597.0 $286K 0.02% $33.29 +31.5%
107 WFC WELLS FARGO & CO Financial Services 3,381.0 $279K 0.02% $82.64 +2.5%
108 PG PROCTER & GAMBLE CO Consumer Defensive 1,799.0 $264K 0.02% -298.0 -14.2% $146.63 -2.3%
109 CIEN CIENA CORP Technology 530.0 $260K 0.02% $490.56 -19.2%
110 INDA ISHARES TR 5,199.0 $257K 0.02% $49.39 +0.6%
111 UDR UDR INC Real Estate 6,400.0 $255K 0.02% $39.92 -5.4%
112 V VISA INC Financial Services 725.0 $249K 0.02% -467.0 -39.2% $343.02 +7.5%
113 WDC WESTERN DIGITAL CORP Technology 389.0 $248K 0.02% NEW $638.72 -26.7%
114 KMX CARMAX INC Consumer Cyclical 4,696.0 $248K 0.02% NEW $52.89 +16.4%
115 MPC MARATHON PETE CORP Energy 968.0 $247K 0.02% $255.67 +42.1%
116 HWM HOWMET AEROSPACE INC Industrials 916.0 $246K 0.02% $268.86 +2.7%
117 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,782.0 $236K 0.02% $132.51 +4.0%
118 CSX CSX CORP Industrials 4,936.0 $235K 0.02% $47.53 +8.2%
119 PFE PFIZER INC Healthcare 9,013.0 $217K 0.02% $24.08 +16.0%
120 LRCX LAM RESEARCH CORP Technology 500.0 $217K 0.02% NEW $433.33 -27.8%
Page 6 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%