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Portfolio (Quarterly) Guide ↗

Verus Financial Partners, Inc.

· CIK 0001481714
13F Portfolio $1.1B AUM 121 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 27 Added 29 Reduced 3 Exited
Page 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 3,993.0 $300K 0.03% $75.18 +8.6%
102 PG PROCTER & GAMBLE CO Consumer Defensive 2,097.0 $300K 0.03% -25.0 -1.2% $143.14 +3.1%
103 GLW CORNING INC Technology 1,763.0 $293K 0.03% NEW $166.10 +14.9%
104 AEP AMERICAN ELEC PWR CO INC Utilities 2,148.0 $289K 0.03% $134.57 -3.7%
105 LLY ELI LILLY & CO Healthcare 313.0 $283K 0.03% +35.0 +12.6% $903.00 +19.9%
106 WFC WELLS FARGO & CO Financial Services 3,377.0 $274K 0.03% +710.0 +26.6% $81.26 -4.6%
107 VGT VANGUARD WORLD FD 346.0 $274K 0.03% $792.82 -85.2%
108 CIEN CIENA CORP Technology 530.0 $262K 0.02% NEW $495.17 +17.6%
109 INDA ISHARES TR 5,199.0 $260K 0.02% $50.00 -3.0%
110 HON HONEYWELL INTL INC Industrials 1,121.0 $257K 0.02% $229.35 +1.0%
111 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,782.0 $246K 0.02% $138.27 -4.8%
112 PFE PFIZER INC Healthcare 8,992.0 $245K 0.02% $27.22 -3.7%
113 HWM HOWMET AEROSPACE INC Industrials 916.0 $227K 0.02% NEW $247.60 +4.2%
114 UDR UDR INC Real Estate 6,400.0 $219K 0.02% $34.25 +11.0%
115 MPC MARATHON PETE CORP Energy 968.0 $219K 0.02% NEW $226.24 +9.2%
116 MU MICRON TECHNOLOGY INC Technology 476.0 $218K 0.02% NEW $457.23 +103.1%
117 CSX CSX CORP Industrials 4,936.0 $211K 0.02% NEW $42.72 +10.3%
118 AVDE AMERICAN CENTY ETF TR 2,336.0 $211K 0.02% $90.13 +1.5%
119 XBIL RBB FD INC 4,100.0 $205K 0.02% $50.11 +0.1%
120 YUM YUM BRANDS INC Consumer Cyclical 1,256.0 $200K 0.02% NEW $159.52 -3.5%
Page 6 of 7  ·  121 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
Financial Services 22.9%
Technology 18.0%
Consumer Defensive 17.9%
Healthcare 11.1%
Industrials 7.2%
Utilities 6.4%
Consumer Cyclical 5.8%
Communication Services 4.9%
Energy 4.0%
Real Estate 1.8%