Verus Financial Partners, Inc.
Sector Allocation
- Other95.2%$1.1B
- Technology1.2%$13.9M
- Consumer Staples1.0%$11.3M
- Financials0.8%$8.8M
- Industrials0.5%$5.6M
- Healthcare0.5%$5.6M
- Consumer Discretionary0.4%$4.3M
- Utilities0.3%$3.2M
- Energy0.2%$1.9M
- Real Estate0.1%$1.1M
AUM History
13fpro.ai/research/fund/verus-financial-partners-inc-1481714
Conviction and streaks
Stable · top 10 = 76.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$290.2M
- VANGUARD$134.3M
- VANGUARD$87.7M
- AMERICAN$64.4M
- AMERICAN$63.3M
- VANGUARD$55.1M
- VANGUARD$54.2M
- VANGUARD$53.8M
- DIMENSIONAL$46.5M
- DIMENSIONAL$45.9M
- ISHARES$35.6M
- VANGUARD$32.2M
- VANGUARD$24.2M
- AMERICAN$18.0M
- VANGUARD$14.4M
- ISHARES$14.1M
- VANGUARD$9.3M
- VANGUARD$9.1M
- VANGUARD$9.0M
- ISHARES$6.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/verus-financial-partners-inc-1481714
Verus Financial Partners, Inc. 13F holdings — Q2 2026
$1.2B portfolio (+4.8% QoQ) · 127 holdings · Q2 2026 13F · top 10 are 77% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$290.2M
24.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$134.3M
11.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD STAR FDS - VG TL INTL STK F
$87.7M
7.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - AVANTIS CORE FI
$64.4M
5.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AMERICAN CENTY ETF TR - AVANTIS SHFXDINC
$63.3M
5.4% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD WORLD FD - MEGA CAP INDEX
$55.1M
4.7% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD BD INDEX FDS - INTERMED TERM
$54.2M
4.6% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$53.8M
4.6% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTERNATNAL VAL
$46.5M
4.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$45.9M
3.9% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $290.2M | 24.8% | +1% | — | — | — | — | |
| 2 | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $134.3M | 11.5% | +3% | — | — | — | — | |
| 3 | VANGUARD STAR FDS - VG TL INTL STK F | $87.7M | 7.5% | +1% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $64.4M | 5.5% | +2% | — | — | — | — | |
| 5 | AMERICAN CENTY ETF TR - AVANTIS SHFXDINC | $63.3M | 5.4% | +0.2% | — | — | — | — | |
| 6 | VANGUARD WORLD FD - MEGA CAP INDEX | $55.1M | 4.7% | -0.1% | — | — | — | — | |
| 7 | VANGUARD BD INDEX FDS - INTERMED TERM | $54.2M | 4.6% | +5% | — | — | — | — | |
| 8 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $53.8M | 4.6% | -0.1% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $46.5M | 4.0% | +2% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $45.9M | 3.9% | +11% | — | — | — | — |
All holdings — Verus Financial Partners, Inc. (Q2 2026)
127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $35.6M | 3.0% | 48K | -0.6% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - SM CP VAL ETFetf/fund | — | $32.2M | 2.8% | 132K | -2% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $24.2M | 2.1% | 70K | -0.1% | — | — | 13F |
| 14 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $18.0M | 1.5% | 198K | -23% | — | — | 13F |
| 15 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $14.4M | 1.2% | 287K | +0.8% | — | — | 13F |
| 16 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $14.1M | 1.2% | 148K | +0.7% | — | — | 13F |
| 17 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $9.3M | 0.8% | 185K | +0.5% | — | — | 13F |
| 18 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPTetf/fund | — | $9.1M | 0.8% | 119K | +22% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $9.0M | 0.8% | 112K | +298% | — | — | 13F |
| 20 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $6.9M | 0.6% | 44K | -3% | — | — | 13F |
| 21 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETFetf/fund | — | $5.2M | 0.5% | 108K | +13% | — | — | 13F |
| 22 | Philip Morris International Inc. | Consumer Staples | $4.8M | 0.4% | 27K | +3% | 10+ qtrs | 75.4 | 13F | |
| 23 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $4.4M | 0.4% | 57K | -0.5% | — | — | 13F |
| 24 | ALTRIA GROUP, INC. | Consumer Staples | $3.9M | 0.3% | 55K | -0.1% | 10+ qtrs | 67.8 | 13F | |
| 25 | — | VANGUARD MUN BD FDS - INTERMEDIATE TRMetf/fund | — | $3.8M | 0.3% | 37K | +29% | — | — | 13F |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.7M | 0.3% | 4,926 | -0.2% | |||
| 27 | $AAPL | Apple Inc. | Technology | $3.6M | 0.3% | 12K | -1% | |||
| 28 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.4M | 0.3% | 4,970 | +0.1% | |||
| 29 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | — | $2.6M | 0.2% | 7,775 | -0.7% | |||
| 30 | $DOV | DOVER Corp | Industrials | $2.5M | 0.2% | 16K | -0.8% | |||
| 31 | $IAU | ISHARES GOLD TRUST | Financials | $2.3M | 0.2% | 30K | — | |||
| 32 | — | ISHARES TR - RUS 1000 VAL ETF | — | $2.2M | 0.2% | 9,203 | +0.0% | |||
| 33 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.2M | 0.2% | 68K | -8% | |||
| 34 | $MSFT | MICROSOFT CORP | Technology | $2.1M | 0.2% | 5,498 | +10% | |||
| 35 | $D | DOMINION ENERGY, INC | Utilities | $1.9M | 0.2% | 28K | +6% | |||
| 36 | $HCA | HCA Healthcare, Inc. | Healthcare | $1.9M | 0.2% | 4,770 | — | |||
| 37 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.1% | 5,690 | — | |||
| 38 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $1.4M | 0.1% | 34K | -19% | |||
| 39 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $1.4M | 0.1% | 24K | -11% | |||
| 40 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.3M | 0.1% | 27K | -0.8% | |||
| 41 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.3M | 0.1% | 974 | +0.2% | |||
| 42 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.1% | 9,595 | -7% | |||
| 43 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.1% | 3,381 | +0.4% | |||
| 44 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.2M | 0.1% | 14K | +0.3% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.1% | 4,453 | -10% | |||
| 46 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.1M | 0.1% | 8,988 | +298% | |||
| 47 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $1.1M | 0.1% | 14K | +1% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.1% | 2,120 | — | |||
| 49 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $992K | 0.1% | 13K | -0.3% | |||
| 50 | $JPM | JPMORGAN CHASE & CO | Financials | $979K | 0.1% | 2,992 | -1% | |||
| 51 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $957K | 0.1% | 3,158 | -2% | |||
| 52 | $QCOM | QUALCOMM INC/DE | Technology | $875K | 0.1% | 4,737 | -3% | |||
| 53 | $BDN | BRANDYWINE REALTY TRUST | Real Estate | $864K | 0.1% | 272K | +4% | |||
| 54 | $NVDA | NVIDIA CORP | Technology | $859K | 0.1% | 4,293 | +2% | |||
| 55 | $AMZN | AMAZON COM INC | Consumer Discretionary | $831K | 0.1% | 3,488 | +0.8% | |||
| 56 | $ELV | Elevance Health, Inc. | Healthcare | $764K | 0.1% | 1,977 | -7% | |||
| 57 | $GE | GENERAL ELECTRIC CO | Industrials | $733K | 0.1% | 1,961 | -6% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $699K | 0.1% | 656 | -35% | |||
| 59 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $692K | 0.1% | 2,200 | -2% | |||
| 60 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $656K | 0.1% | 2,973 | -0.5% | |||
| 61 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $627K | 0.1% | 11K | +0.1% | |||
| 62 | $META | Meta Platforms, Inc. | Technology | $605K | 0.1% | 1,075 | — | |||
| 63 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $603K | 0.1% | 15K | +1% | |||
| 64 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $600K | 0.1% | 16K | -0.7% | |||
| 65 | $SO | SOUTHERN CO | Utilities | $560K | 0.1% | 5,854 | -2% | |||
| 66 | $NDAQ | NASDAQ, INC. | Financials | $554K | 0.1% | 7,032 | — | |||
| 67 | — | ISHARES TR - LATN AMER 40 ETF | — | $553K | 0.1% | 16K | +1% | |||
| 68 | $MU | MICRON TECHNOLOGY INC | Technology | $549K | 0.1% | 476 | — | |||
| 69 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $549K | 0.1% | 3,626 | — | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $543K | 0.1% | 1,437 | +0.9% | |||
| 71 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $533K | 0.1% | 10K | — | |||
| 72 | $GEV | GE Vernova Inc. | Industrials | $524K | 0.0% | 446 | -7% | |||
| 73 | — | VANGUARD INDEX FDS - VALUE ETF | — | $522K | 0.0% | 2,393 | +0.0% | |||
| 74 | — | VANGUARD WORLD FD - ENERGY ETF | — | $520K | 0.0% | 3,467 | +0.7% | |||
| 75 | $ABBV | AbbVie Inc. | Healthcare | $507K | 0.0% | 2,013 | +0.2% | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $505K | 0.0% | 1,372 | — | |||
| 77 | $MRK | Merck & Co., Inc. | Healthcare | $498K | 0.0% | 3,877 | +0.2% | |||
| 78 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | — | $484K | 0.0% | 5,651 | — | |||
| 79 | $GLW | CORNING INC /NY | Materials | $451K | 0.0% | 1,765 | +0.1% | |||
| 80 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $445K | 0.0% | 1,217 | — | |||
| 81 | $GOOG | Alphabet Inc. | Technology | $437K | 0.0% | 1,238 | +2% | |||
| 82 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $432K | 0.0% | 2,151 | -2% | |||
| 83 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $411K | 0.0% | 5,011 | +0.1% | |||
| 84 | $DUK | Duke Energy CORP | Utilities | $408K | 0.0% | 3,221 | -9% | |||
| 85 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $407K | 0.0% | 1,155 | +0.5% | |||
| 86 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $407K | 0.0% | 553 | -2% | |||
| 87 | $WT | WisdomTree, Inc. | Financials | $399K | 0.0% | 3,918 | — | |||
| 88 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $397K | 0.0% | 5,678 | — | |||
| 89 | $INTC | INTEL CORP | Technology | $396K | 0.0% | 2,834 | New | |||
| 90 | $MCK | MCKESSON CORP | Consumer Staples | $381K | 0.0% | 504 | -4% | |||
| 91 | $LLY | ELI LILLY & Co | Healthcare | $377K | 0.0% | 315 | +0.6% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $366K | 0.0% | 3,233 | +0.5% | |||
| 93 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $364K | 0.0% | 6,289 | +12% | |||
| 94 | $PPLT | abrdn Platinum ETF Trust | Financials | $353K | 0.0% | 25K | +900% | |||
| 95 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $353K | 0.0% | 7,392 | +0.2% | |||
| 96 | $PEP | PEPSICO INC | Consumer Staples | $345K | 0.0% | 2,550 | +0.1% | |||
| 97 | — | VANGUARD WORLD FD - INF TECH ETF | — | $331K | 0.0% | 2,770 | +701% | |||
| 98 | — | AMERICAN CENTY ETF TR - AVANTIS INFLATIN | — | $331K | 0.0% | 4,447 | — | |||
| 99 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $328K | 0.0% | 7,757 | +0.1% | |||
| 100 | — | FLEXSHARES TR - MORNSTAR UPSTR | — | $326K | 0.0% | 6,620 | +0.7% | |||
| 101 | $KO | COCA COLA CO | Consumer Staples | $317K | 0.0% | 3,903 | -2% | |||
| 102 | $CVX | CHEVRON CORP | Energy | $307K | 0.0% | 1,855 | -4% | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $296K | 0.0% | 316 | +0.3% | |||
| 104 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $294K | 0.0% | 2,149 | +0.0% | |||
| 105 | $YUM | YUM BRANDS INC | Consumer Discretionary | $290K | 0.0% | 1,816 | +45% | |||
| 106 | $IBIT | iShares Bitcoin Trust ETF | Financials | $286K | 0.0% | 8,597 | — | |||
| 107 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $279K | 0.0% | 3,381 | +0.1% | |||
| 108 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $264K | 0.0% | 1,799 | -14% | |||
| 109 | $CIEN | CIENA CORP | Technology | $260K | 0.0% | 530 | — | |||
| 110 | — | ISHARES TR - MSCI INDIA ETF | — | $257K | 0.0% | 5,199 | — | |||
| 111 | $UDR | UDR, Inc. | Real Estate | $255K | 0.0% | 6,400 | — | |||
| 112 | $V | VISA INC. | Financials | $249K | 0.0% | 725 | -39% | |||
| 113 | $WDC | WESTERN DIGITAL CORP | Technology | $248K | 0.0% | 389 | New | |||
| 114 | $KMX | CARMAX INC | Consumer Discretionary | $248K | 0.0% | 4,696 | New | |||
| 115 | $MPC | Marathon Petroleum Corp | Energy | $247K | 0.0% | 968 | — | |||
| 116 | $HWM | Howmet Aerospace Inc. | Materials | $246K | 0.0% | 916 | — | |||
| 117 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $236K | 0.0% | 1,782 | — | |||
| 118 | $CSX | CSX CORP | Industrials | $235K | 0.0% | 4,936 | — | |||
| 119 | $PFE | PFIZER INC | Healthcare | $217K | 0.0% | 9,013 | +0.2% | |||
| 120 | $LRCX | LAM RESEARCH CORP | Technology | $217K | 0.0% | 500 | New | |||
| 121 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $216K | 0.0% | 452 | New | |||
| 122 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $211K | 0.0% | 2,366 | +1% | |||
| 123 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $210K | 0.0% | 505 | New | |||
| 124 | $PANW | Palo Alto Networks Inc | Technology | $207K | 0.0% | 606 | New | |||
| 125 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $206K | 0.0% | 866 | New | |||
| 126 | — | RBB FD INC - US TRSRY 6 MNTH | — | $205K | 0.0% | 4,100 | — | |||
| 127 | $UAL | United Airlines Holdings, Inc. | Industrials | $204K | 0.0% | 1,500 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 55 added to, 39 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$INTCINTEL CORP$396K
first bought this quarter
$WDCWESTERN DIGITAL CORP$248K
first bought this quarter
$KMXCARMAX INC$248K
first bought this quarter
$LRCXLAM RESEARCH CORP$217K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$216K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$210K
first bought this quarter
+3 more in the Excel export
Added to (55)
- VANGUARD INDEX FDS - MID CAP ETF+298%
now $9.0M
- DIMENSIONAL ETF TRUST - US MKTWIDE VALUE+11%
now $45.9M
- VANGUARD INDEX FDS - TOTAL STK MKT+1%
now $290.2M
- VANGUARD BD INDEX FDS - TOTAL BND MRKT+3%
now $134.3M
- VANGUARD BD INDEX FDS - INTERMED TERM+5%
now $54.2M
- VANGUARD MUN BD FDS - CORE TAX EXEMPT+22%
now $9.1M
+49 more in the Excel export
Trimmed (39)
- AMERICAN CENTY ETF TR - US LARGE CAP VLU-23%
now $18.0M
- VANGUARD INDEX FDS - SM CP VAL ETF-2%
now $32.2M
$CATCATERPILLAR INC-35%
now $699K · held 10+ qtrs, 2 trims in a row
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF-19%
now $1.4M
- ISHARES TR - SELECT DIVID ETF-3%
now $6.9M
- ISHARES TR - CORE S&P500 ETF-0.6%
now $35.6M
+33 more in the Excel export
Holdings by quarter
Every 13F Verus Financial Partners, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow Verus Financial Partners?
Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Verus Financial Partners's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+6.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
77%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Verus Financial Partners, Inc. disclosed 127 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 3 — including a new stake in $INTC and a full exit from $MCD. The portfolio is most concentrated in Other (95.2% of disclosed assets). All figures are sourced directly from Verus Financial Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 1481714.
Funds like this
managers whose biggest positions overlap Verus Financial Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Verus Financial Partners, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Verus Financial Partners, Inc. (SEC CIK: 1481714), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Verus Financial Partners, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.