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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 452.0 $216K 0.02% NEW $477.57 -13.7%
122 AVDE AMERICAN CENTY ETF TR 2,366.0 $211K 0.02% +30.0 +1.3% $89.22 +5.0%
123 UNH UNITEDHEALTH GROUP INC Healthcare 505.0 $210K 0.02% NEW $416.01 -6.6%
124 PANW PALO ALTO NETWORKS INC Technology 606.0 $207K 0.02% NEW $341.02 +5.5%
125 CAH CARDINAL HEALTH INC Healthcare 866.0 $206K 0.02% NEW $237.56 -1.1%
126 XBIL RBB FD INC 4,100.0 $205K 0.02% $50.00 +0.3%
127 UAL UNITED AIRLS HLDGS INC Industrials 1,500.0 $204K 0.02% NEW $135.99 -14.9%
Page 7 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%