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Portfolio (Quarterly) Guide ↗

Verum Partners LLC

· CIK 0001958984
13F Portfolio $669M AUM 202 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 88 Added 48 Reduced 6 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYW ISHARES TR 1,352.0 $341K 0.05% -145.0 -9.7% $252.30 -2.0%
42 VXF VANGUARD INDEX FDS 1,358.0 $334K 0.05% -231.0 -14.5% $246.22 -0.3%
43 TCHP T ROWE PRICE EXCHANGE-TRADED 5,733.0 $287K 0.04% -856.0 -13.0% $50.09 +0.4%
44 ICSH ISHARES TR 5,664.0 $286K 0.04% -874.0 -13.4% $50.58 -0.1%
45 FNDE SCHWAB STRATEGIC TR 6,552.0 $260K 0.04% -6K -46.1% $39.68 +5.5%
46 IJH ISHARES TR 3,145.0 $243K 0.04% -46.0 -1.4% $77.11 -0.4%
47 AIG AMERICAN INTL GROUP INC Financial Services 3,165.0 $236K 0.04% -29.0 -0.9% $74.53 +2.1%
48 NOV NOV INC Energy 10,632.0 $197K 0.03% -2K -14.9% $18.55 +10.1%
Page 3 of 3  ·  48 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 27.8%
Financial Services 25.0%
Healthcare 10.8%
Consumer Cyclical 10.0%
Consumer Defensive 9.3%
Industrials 9.1%
Communication Services 3.7%
Energy 2.3%
Utilities 1.3%
Basic Materials 0.4%