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Portfolio (Quarterly) Guide ↗

VERUS CAPITAL PARTNERS, LLC

· CIK 0001796874
13F Portfolio $1.5B AUM 525 positions Filed May 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 469 New
Page 12 of 24  ·  469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JSI JANUS DETROIT STR TR 12,705.0 $655K 0.04% NEW $51.55 +0.1%
222 MASI MASIMO CORP Healthcare 3,651.0 $649K 0.04% NEW $177.87 +0.4%
223 XLU SELECT SECTOR SPDR TR 14,139.0 $649K 0.04% NEW $45.89 -1.6%
224 LRCX LAM RESEARCH CORP Technology 3,018.0 $645K 0.04% NEW $213.66 +55.9%
225 SLND SOUTHLAND HLDGS INC Industrials 482,067.0 $627K 0.04% NEW $1.30 +4.6%
226 DE DEERE & CO Industrials 1,108.0 $624K 0.04% NEW $563.54 -6.4%
227 FCX FREEPORT MCMORAN INC Basic Materials 10,573.0 $621K 0.04% NEW $58.78 +9.5%
228 PM PHILIP MORRIS INTL INC Consumer Defensive 3,748.0 $620K 0.04% NEW $165.32 +9.8%
229 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,850.0 $608K 0.04% NEW $125.46 +0.7%
230 CW CURTISS WRIGHT CORP Industrials 890.0 $606K 0.04% NEW $681.12 +10.2%
231 GDX VANECK ETF TRUST 6,578.0 $604K 0.04% NEW $91.77 -6.3%
232 GDXJ VANECK ETF TRUST 5,025.0 $603K 0.04% NEW $120.04 -5.8%
233 USHY ISHARES TR 16,347.0 $602K 0.04% NEW $36.84 +0.7%
234 EPS WISDOMTREE TR 8,812.0 $600K 0.04% NEW $68.11 +15.1%
235 EMB ISHARES TR 6,333.0 $595K 0.04% NEW $93.93 +2.1%
236 LNG CHENIERE ENERGY INC Energy 2,094.0 $594K 0.04% NEW $283.72 -17.5%
237 CASY CASEYS GEN STORES INC Consumer Cyclical 802.0 $584K 0.04% NEW $727.86 +11.2%
238 MMM 3M CO Industrials 4,007.0 $582K 0.04% NEW $145.22 +6.5%
239 SRLN SSGA ACTIVE ETF TR 14,473.0 $581K 0.04% NEW $40.14 +1.0%
240 STRL STERLING INFRASTRUCTURE INC Industrials 1,425.0 $580K 0.04% NEW $407.27 +92.4%
Page 12 of 24  ·  469 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 53.5%
Consumer Cyclical 12.7%
Financial Services 11.1%
Communication Services 8.7%
Industrials 5.2%
Healthcare 2.9%
Energy 2.4%
Consumer Defensive 1.9%
Basic Materials 0.8%
Utilities 0.6%