Narus Financial Partners, LLC

CIK 0001698091 · Q2 2026

13F Equity AUM

$389.3M

+2.0% QoQ

Positions

177

+15 QoQ

AUM Rank

#5,694

Top 45%

Skill Alpha (FF)

+6.1%/yr^ns

No Clear Edge

Rank #621 · Top 8%

vs S&P +4.3%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 49.5%Top 10: 56.4%Top 20: 65.4%

WMT38.9%

XLK3.4%

GQ93.0%

VEA2.2%

NVDA2.0%

VO1.6%

PSCT1.4%

VTI1.4%

AAPL1.3%

EFV1.2%

Others (167)43.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services47.8%

Consumer Defensive39.1%

Technology6.9%

Other6.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 177Median: 0.18%Avg: 0.56%

0–0.5%

140(23.9%)

0.5–1%

26(18.6%)

1–3%

8(12.1%)

3–5%

2(6.4%)

5%+

1(38.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 177vs 20 funds

0%Low

177

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New23Increased66Decreased76Exited8

New Positions

BINC0.3%

+21K

WTV0.1%

+5K

CGDV0.1%

+11K

AVDV0.1%

+4K

IFRA0.1%

+7K

DELL0.1%

+965

MU0.1%

+350

WHR0.1%

+8K

NOW0.1%

+3K

ZION0.1%

+3K

Increased

VO1.6%

+59K(+306%)

VUG0.3%

+13K(+755%)

VGT0.4%

+10K(+768%)

BND0.9%

+10K(+27%)

MINT0.3%

+9K(+430%)

AVDE0.3%

+8K(+347%)

SPTI0.7%

+8K(+9%)

JPIE0.9%

+7K(+11%)

SPTL0.3%

+6K(+13%)

KLAC0.5%

+6K(+902%)

Decreased

DBO0.6%

-12,940(-9%)

WMT38.9%

-10,714(-1%)

SJNK0.2%

-6,086(-17%)

EPI0.5%

-5,431(-11%)

NVDA2.0%

-4,348(-10%)

JPIB0.2%

-3,276(-19%)

IUS0.1%

-2,996(-41%)

GOOGL1.0%

-2,644(-20%)

GBIL0.4%

-2,621(-15%)

XLF0.9%

-2,423(-4%)

Exited

-9,871

-5,900

-1,677

-8,939

-69

-7,500

-4,512

-645

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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