13F
← All fund report cards

VERUS CAPITAL PARTNERS, LLC

13F equity value
$1.5B
Positions
462
Top 10 concentration
40.6%
Quarters / total new picks
16 / 295
13F equity value over time
$0M$798M$2B2019202020222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +4.9% per quarter — versus +4.1% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 0.60, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.4%
t-stat
0.60
Quarterly win rate
50%
Annualized excess
+3.3%
$1 → follow vs universe
$2.03 vs $1.81
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620220630: universe 1.11720220930: universe 1.20020221231: universe 1.11420230331: universe 1.17420230630: universe 1.13220230930: universe 1.28520231231: universe 1.34220240331: universe 1.37220240630: universe 1.49720240930: universe 1.48420241231: universe 1.38520250331: universe 1.51020250630: universe 1.55820250930: universe 1.75120251231: universe 1.812 20200331: follow 1.19220220630: follow 1.04920220930: follow 1.14320221231: follow 1.19220230331: follow 1.28520230630: follow 1.35620230930: follow 1.51620231231: follow 1.64620240331: follow 1.58120240630: follow 1.63420240930: follow 1.52620241231: follow 1.43520250331: follow 1.71520250630: follow 1.75220250930: follow 2.03220251231: follow 2.027 0.92 1.56 2.19 20202022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 462 · 2026 Q1

Ticker Value Weight QoQ
AAPL $156M
10.7%
TRIM
NVDA $102M
7.0%
TRIM
AMZN $80M
5.5%
TRIM
AMD $57M
4.0%
HOLD
GOOGL $39M
2.7%
ADD
MSFT $35M
2.4%
TRIM
SPYG $32M
2.2%
ADD
IVV $32M
2.2%
HOLD
MU $29M
2.0%
ADD
JCPB $28M
1.9%
ADD
SPYM $27M
1.9%
ADD
GOF $27M
1.9%
ADD
VOO $21M
1.5%
HOLD
JMEE $18M
1.3%
ADD
DGRO $17M
1.2%
ADD
SPYV $17M
1.2%
ADD
COWZ $15M
1.1%
HOLD
PLTR $15M
1.1%
ADD
BIL $15M
1.0%
ADD
GBIL $14M
0.9%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.