1y return+26.0%S&P 500 +20.9%
3y return+66.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $209 against $209 in the S&P 500.2
Verus Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $169.8M | 9.2% | −4.5% |
| AMDAdvanced Micro Devices Inc | $163.0M | 8.8% | |
| NVDANvidia Corporation | $116.1M | 6.3% | |
| MUMicron Technology Inc | $107.5M | 5.8% | +9.0% |
| AMZNAmazon Com Inc | $88.4M | 4.8% | −2.9% |
| GOOGLAlphabet Inc | $50.2M | 2.7% | +4.6% |
| SPYGSpdr Series Trust | $39.6M | 2.1% | +1.1% |
| SPYMSpdr Series Trust | $38.1M | 2.1% | +21.2% |
| IVVIshares Tr | $37.4M | 2.0% | +1.6% |
| JCPBJ P Morgan Exchange Traded F | $33.5M | 1.8% | +20.5% |
| VOOVanguard Index Fds | $29.6M | 1.6% | +21.0% |
| MSFTMicrosoft Corp | $29.1M | 1.6% | −17.2% |
| GOFGuggenheim Strategic Opportu | $26.2M | 1.4% | −3.0% |
| JMEEJ P Morgan Exchange Traded F | $21.7M | 1.2% | +2.2% |
| DGROIshares Tr | $19.4M | 1.0% | +3.5% |
| SPYVSpdr Series Trust | $19.2M | 1.0% | +3.5% |
| QQQInvesco Qqq Tr | $18.8M | 1.0% | +12.3% |
| GSSCGoldman Sachs Etf Tr | $16.6M | 0.9% | +3.3% |
| SPYState Str Spdr S&p 500 Etf T | $14.9M | 0.8% | +41.3% |
| IQLTIshares Tr | $14.6M | 0.8% | +4.5% |
| TSLATesla Inc | $14.3M | 0.8% | +26.3% |
| BILSpdr Series Trust | $14.1M | 0.8% | −5.4% |
| MRVLMarvell Technology Inc | $14.0M | 0.8% | +2177.7% |
| GBILGoldman Sachs Etf Tr | $13.8M | 0.7% | |
| JMBSJanus Detroit Str Tr | $13.8M | 0.7% | +32.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $116.1M |
| AMATApplied Matls Inc | March 31, 2022 | +448.6% | $7.8M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $163.0M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $50.2M |
| GOOGAlphabet Inc | March 31, 2022 | +153.0% | $10.1M |
| QQQInvesco Qqq Tr | March 31, 2022 | +103.1% | $18.8M |
| IVWIshares Tr | September 30, 2023 | +101.0% | $7.8M |
| SPYGSpdr Series Trust | March 31, 2022 | +79.7% | $39.6M |
| JIVEJ P Morgan Exchange Traded F | December 31, 2024 | +66.7% | $13.7M |
| AAPLApple Inc | March 31, 2022 | +65.7% | $169.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.6M
- Masimo CorpCUSIP 574795100 was $649K
- BABAAlibaba Group Hldg Ltd was $608K
- ICOWPacer Fds Tr was $422K
- VGSHVanguard Scottsdale Fds was $414K
- MRSHMarsh & Mclennan Cos Inc was $322K
- XLGInvesco Exchange Traded Fd T was $321K
- JPIBJ P Morgan Exchange Traded F was $274K
- OCOwens Corning New was $263K
- VNQVanguard Index Fds was $260K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.0% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +9.8% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −6.6% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | +5.3% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | +12.0% | +7.0% |
| December 31, 2022 | +3.8% | +7.1% |
| June 30, 2022 | −17.7% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Verus Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1796874&type=13F-HR&dateb=&owner=include&count=40CIK 1796874
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1796874/000179687426000011/Filed August 6, 2026 · accession 0001796874-26-000011