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Portfolio (Quarterly) Guide ↗

Verum Partners LLC

· CIK 0001958984
13F Portfolio $496M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 169 New
Page 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BNDX VANGUARD CHARLOTTE FDS 4,202.0 $203K 0.04% NEW $48.32 -0.1%
162 CRM SALESFORCE INC Technology 757.0 $201K 0.04% NEW $264.92 -44.2%
163 IUSG ISHARES TR 1,194.0 $201K 0.04% NEW $167.95 +11.4%
164 COMP COMPASS INC Technology 15,435.0 $163K 0.03% NEW $10.57 -5.6%
165 CATO CATO CORP NEW Consumer Cyclical 32,508.0 $100K 0.02% NEW $3.09 +3.8%
166 PUT ROYAL BK CDA 15,800.0 $59K 0.01% NEW $3.76
167 DHC DIVERSIFIED HEALTHCARE TR Real Estate 11,770.0 $57K 0.01% NEW $4.85 +80.9%
168 RIG TRANSOCEAN LTD Energy 11,087.0 $46K 0.01% NEW $4.13 +29.2%
169 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 13,293.0 $33K 0.01% NEW $2.48 -39.7%
Page 9 of 9  ·  169 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 25.8%
Financial Services 22.5%
Consumer Cyclical 14.2%
Healthcare 10.6%
Consumer Defensive 9.4%
Industrials 7.6%
Communication Services 6.3%
Energy 2.2%
Utilities 1.2%
Real Estate 0.1%