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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MCD	MCDONALDS CORP	Consumer Cyclical	1,222	$375K	0.03%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,121	$257K	0.02%	SOLD
3	RKT	ROCKET COS INC	Financial Services	10,214	$161K	0.01%	SOLD

Sector Allocation

Technology 21.5%

Financial Services 20.2%

Consumer Defensive 19.0%

Healthcare 10.9%

Industrials 7.3%

Utilities 6.6%

Consumer Cyclical 5.3%

Communication Services 3.8%

Energy 3.3%

Real Estate 2.0%