SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Verum Partners LLC

CIK 0001958984 · 2333 RANDOLPH ROAD, SUITE 250, CHARLOTTE, NC, 28207 · (980) 771-3999

Reported Value
$282M
Q1 2024
Positions
156
Filings on Record
14
2019–present window
Filed
Apr 18, 2024
original filing

Summary

Verum Partners Llc reported $282M in U.S.-listed holdings across 156 positions for Q1 2024.

Its largest position, GOVT, represents 8.1% of the portfolio.

Compared with Q4 2023, the fund opened 15 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $81.4BQ4 ’22Q1 ’23: $94MQ2 ’23: $110MQ2 ’23Q3 ’23: $224MQ4 ’23: $253MQ4 ’23Q1 ’24: $282MQ2 ’24: $310MQ2 ’24Q3 ’24: $341MQ4 ’24: $347MQ4 ’24Q1 ’25: $371MQ2 ’25: $434MQ2 ’25Q3 ’25: $471MQ4 ’25: $496MQ4 ’25Q1 ’26: $527Mfilingsflow.com

Portfolio Composition

By security type
ETP: 79.0%Common Stock: 15.7%Other: 5.1%Equity WRT: 0.1%REIT: 0.0%
  • ETP · 79.0% · $222M
  • Common Stock · 15.7% · $44M
  • Other · 5.1% · $14M
  • Equity WRT · 0.1% · $422,393
  • REIT · 0.0% · $28,932

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$527M176Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$496M169Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$471M172Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$434M169Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$371M160Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$347M164Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$341M162Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$310M153Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$282M156Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$253M142Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$224M132Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$110M105Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$94M64Apr 13, 202313F-HRchanges · EDGAR ↗
Q4 2022$81.4B69Jan 25, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.