Latest Narus Financial Partners, LLC Stock Portfolio

Narus Financial Partners, LLC Performance:

2025 Q4: 1.26%YTD: 14.21%2024: 32.8%

Performance for 2025 Q4 is 1.26%, and YTD is 14.21%, and 2024 is 32.8%.

About Narus Financial Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Narus Financial Partners, LLC reported an equity portfolio of $363 Millions as of 31 Dec, 2025.

The top stock holdings of Narus Financial Partners, LLC are WMT, GLD, XLB. The fund has invested 42.5% of it's portfolio in WALMART INC and 3.6% of portfolio in SPDR GOLD TR.

The fund managers got completely rid off DOW INC (DOW), ISHARES BITCOIN TRUST ETF and UNIVERSAL DISPLAY CORP (OLED) stocks. They significantly reduced their stock positions in DECKERS OUTDOOR CORP (DECK), INVESCO DB MULTI-SECTOR COMM (DBA) and SPDR DOW JONES INDL AVERAGE (DIA). Narus Financial Partners, LLC opened new stock positions in COREWEAVE INC, AMGEN INC (AMGN) and TOPBUILD CORP (BLD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), CHEVRON CORP NEW (CVX) and SELECT SECTOR SPDR TR (XLB).

Narus Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Narus Financial Partners, LLC made a return of 1.26% in the last quarter. In trailing 12 months, it's portfolio return was 14.21%.

Performance
S&P 500

New Buys

Ticker	$ Bought
coreweave inc	230,927
amgen inc	217,988
topbuild corp	208,595
zions bancorporation n a	202,080

New stocks bought by Narus Financial Partners, LLC

Additions

Ticker	% Inc.
netflix inc	1,031
chevron corp new	152
select sector spdr tr	99.17
select sector spdr tr	98.63
select sector spdr tr	97.14
select sector spdr tr	75.27
eli lilly & co	23.31
tesla inc	10.42

Additions to existing portfolio by Narus Financial Partners, LLC

Reductions

Ticker	% Reduced
deckers outdoor corp	-75.17
invesco db multi-sector comm	-39.12
spdr dow jones indl average	-26.32
select sector spdr tr	-22.14
exxon mobil corp	-20.24
j p morgan exchange traded f	-18.62
netapp inc	-18.52
vanguard index fds	-18.04

Narus Financial Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
dow inc	-458,944
ishares bitcoin trust etf	-403,650
spdr index shs fds	-214,642
paypal hldgs inc	-226,529
docusign inc	-235,085
selective ins group inc	-251,774
fidelity wise origin bitcoin	-257,510
sprouts fmrs mkt inc	-241,210

Narus Financial Partners, LLC got rid off the above stocks

Sector Distribution

Narus Financial Partners, LLC has about 44.4% of it's holdings in Others sector.

Sector	%
Others	44.4
Consumer Defensive	42.6
Technology	6.5
Communication Services	2.1
Consumer Cyclical	1.3
Financial Services	1.1

Market Cap. Distribution

Narus Financial Partners, LLC has about 55.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	51.9
UNALLOCATED	44.4
LARGE-CAP	3.5

Stocks belong to which Index?

About 54.8% of the stocks held by Narus Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.8
Others	45

Top 5 Winners (%)		%
LLY	eli lilly & co	35.6 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.7 %
AMAT	applied matls inc	25.0 %
BMY	bristol-myers squibb co	19.6 %

Top 5 Winners ($)		$
WMT	walmart inc	12.0 M
GLD	spdr gold tr	1.3 M
GOOG	alphabet inc	0.9 M
AAPL	apple inc	0.3 M
VEA	vanguard tax-managed fds	0.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.1 %
XLB	select sector spdr tr	-41.9 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-6.8 M
NFLX	netflix inc	-2.2 M
XLB	select sector spdr tr	-1.3 M
ORCL	oracle corp	-0.7 M
XLB	select sector spdr tr	-0.6 M

Narus Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Narus Financial Partners, LLC

Narus Financial Partners, LLC has 160 stocks in it's portfolio. About 59.5% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. WMT was the most profitable stock for Narus Financial Partners, LLC last quarter.

Last Reported on: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.49	19,914	5,413,870	added	0.22

AAXJ	ishares tr	1.20	61,207	4,370,790	added	0.31

AAXJ	ishares tr	0.91	42,702	3,310,660	added	0.42

AAXJ	ishares tr	0.76	25,721	2,755,010	reduced	-2.48

AAXJ	ishares tr	0.67	22,657	2,417,500	reduced	-0.3

AAXJ	ishares tr	0.26	11,582	933,857	reduced	-0.4

AAXJ	ishares tr	0.20	7,522	716,245	added	5.94

AAXJ	ishares tr	0.16	5,239	596,827	added	0.29

AAXJ	ishares tr	0.16	5,386	593,807	added	0.79

ABBV	abbvie inc	0.13	2,104	480,743	added	0.43

ACWF	ishares tr	0.14	12,441	516,061	added	0.44

ADBE	adobe inc	0.12	1,267	443,437	reduced	-7.65

AGZD	wisdomtree tr	0.65	51,101	2,365,460	reduced	-0.64

AIRR	first tr exchange traded fd	0.09	3,226	317,185	added	1.1

AMAT	applied matls inc	0.11	1,592	409,128	added	3.31

AMGN	amgen inc	0.06	666	217,988	new

AMP	ameriprise finl inc	0.09	642	314,798	reduced	-9.32

AMPS	ishares tr	0.06	4,212	214,222	reduced	-1.43

AMZN	amazon com inc	0.60	9,392	2,167,860	added	2.32

AVGO	broadcom inc	0.32	3,371	1,166,600	added	0.6