Verus Financial Partners, Inc. reported 68 positions worth $58.90M for the quarter ended Sep 30, 2026, up 9.6% on the prior quarter. It opened 2 new positions, added to 48, trimmed 12 and exited 6. Its largest holding is Apple Inc. at 12.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +10.2K | +81.3% | $3.38M | 12.8% |
| MSFT Microsoft Corp | +1,383 | +25.2% | $709.32K | 5.99% |
| BDN Brandywine Realty Trust | +107.5K | +39.5% | $301.00K | 1.81% |
| CSX Csx Corp | +6,052 | +122.6% | $281.48K | 0.868% |
| VLO Valero Energy Corp | +556 | – | $215.33K | 0.366% |
| JCI Johnson Controls International plc | +1,375 | – | $204.39K | 0.347% |
| NVDA Nvidia Corp | +426 | +9.9% | $97.30K | 1.83% |
| MRK Merck & Co., Inc. | +605 | +15.6% | $87.92K | 1.11% |
| AMZN Amazon Com Inc | +337 | +9.7% | $83.96K | 1.62% |
| WMT Walmart Inc. | +613 | +19.0% | $63.71K | 0.679% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CIEN Ciena Corp | -530 | -100.0% | $260.00K | Exited |
| WDC Western Digital Corp | -389 | -100.0% | $248.46K | Exited |
| LRCX Lam Research Corp | -500 | -100.0% | $216.67K | Exited |
| UNH Unitedhealth Group Inc | -505 | -100.0% | $210.09K | Exited |
| CAH Cardinal Health Inc | -866 | -100.0% | $205.73K | Exited |
| UAL United Airlines Holdings, Inc. | -1,500 | -100.0% | $203.99K | Exited |
| ELV Elevance Health, Inc. | -207 | -10.5% | $80.47K | 1.17% |
| IBIT iShares Bitcoin Trust ETF | -1,132 | -13.2% | $53.59K | 0.6% |
| XOM ExxonMobil Holdings Corp | -313 | -3.3% | $50.94K | 2.56% |
| GLW Corning Inc | -133 | -7.5% | $20.44K | 0.426% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CIEN Ciena Corp | -530 | $260.00K | 0.484% |
| WDC Western Digital Corp | -389 | $248.46K | 0.462% |
| LRCX Lam Research Corp | -500 | $216.67K | 0.403% |
| UNH Unitedhealth Group Inc | -505 | $210.09K | 0.391% |
| CAH Cardinal Health Inc | -866 | $205.73K | 0.383% |
| UAL United Airlines Holdings, Inc. | -1,500 | $203.99K | 0.38% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 22.6K | $7.54M | 12.8% | +10.2K | +81.3% | Added | 0% |
| 2 | PM Philip Morris International Inc. | Consumer Staples | 26.7K | $5.09M | 8.65% | -25 | -0.1% | Reduced | 0% |
| 3 | MO Altria Group, Inc. | Consumer Staples | 54.6K | $3.67M | 6.24% | -155 | -0.3% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 6,881 | $3.53M | 5.99% | +1,383 | +25.2% | Added | 0% |
| 5 | IAU Ishares Gold Trust | Others | 30.2K | $2.36M | 4% | 0 | 0.0% | Unchanged | 0% |
| 6 | HCA HCA Healthcare, Inc. | Healthcare | 4,772 | $2.04M | 3.46% | +2 | +0.0% | Added | 0% |
| 7 | D Dominion Energy, Inc | Utilities | 29.2K | $1.77M | 3% | +905 | +3.2% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 9,282 | $1.51M | 2.56% | -313 | -3.3% | Reduced | 0% |
| 9 | IBM International Business Machines Corp | Technology | 5,702 | $1.25M | 2.13% | +12 | +0.2% | Added | 0% |
| 10 | GWW W.W. Grainger, Inc. | Industrials | 978 | $1.22M | 2.07% | +4 | +0.4% | Added | 0% |
| 11 | GOOGL Alphabet Inc. | Technology | 3,485 | $1.20M | 2.04% | +104 | +3.1% | Added | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 4,494 | $1.19M | 2.02% | +41 | +0.9% | Added | 0% |
| 13 | NVDA Nvidia Corp | Technology | 4,719 | $1.08M | 1.83% | +426 | +9.9% | Added | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,153 | $1.07M | 1.82% | +33 | +1.6% | Added | 0% |
| 15 | BDN Brandywine Realty Trust | Real Estate | 379.9K | $1.06M | 1.81% | +107.5K | +39.5% | Added | 0.22% |
Tip. Select a row to see that position’s full history at Verus Financial Partners.
As of its Q3 2026 13F filing, Verus Financial Partners, Inc.’s five largest positions were Apple Inc. (AAPL) at 12.8%, Philip Morris International Inc. (PM) at 8.6%, Altria Group, Inc. (MO) at 6.2%, Microsoft Corp (MSFT) at 6.0%, Ishares Gold Trust (IAU) at 4.0% of the reported portfolio.
Verus Financial Partners, Inc. reported a 13F portfolio worth $58.90M across 68 positions for Q3 2026. That is up 9.6% from the previous quarter.
Its largest purchases by value were Apple Inc. ($3.38M), Microsoft Corp ($709.32K), Brandywine Realty Trust ($301.00K). It opened 2 new positions.
Its largest sales by value were Ciena Corp ($260.00K), Western Digital Corp ($248.46K), Lam Research Corp ($216.67K). It exited 6 positions entirely.
From the Form 13F-HR reports Verus Financial Partners, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.