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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 11 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KOS KOSMOS ENERGY LTD Energy 11,920.0 $25K 0.00% NEW $2.11 +40.3%
202 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 13,293.0 $20K 0.00% $1.50 -0.0%
Page 11 of 11  ·  202 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%