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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM 656 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 232 Added 282 Reduced 76 Exited
Page 5 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RELX RELX PLC Communication Services 38,098.0 $1.5M 0.09% +1K +3.1% $40.42 -18.3%
82 MPC MARATHON PETE CORP Energy 9,435.0 $1.5M 0.09% +380.0 +4.2% $162.63 +56.6%
83 LUV SOUTHWEST AIRLS CO Industrials 35,988.0 $1.5M 0.09% +8K +27.8% $41.33 -1.1%
84 C CITIGROUP INC Financial Services 12,730.0 $1.5M 0.09% +1K +12.3% $116.69 +7.2%
85 NOW SERVICENOW INC Technology 9,524.0 $1.5M 0.09% +8K +461.9% $153.19 -33.3%
86 NUE NUCOR CORP Basic Materials 8,808.0 $1.4M 0.09% +163.0 +1.9% $163.11 +42.2%
87 BLK BLACKROCK INC Financial Services 1,333.0 $1.4M 0.08% +54.0 +4.2% $1070.37 +0.2%
88 HEICO CORP NEW 5,485.0 $1.4M 0.08% +49.0 +0.9% $252.41
89 PPL PPL CORP Utilities 39,324.0 $1.4M 0.08% +327.0 +0.8% $35.02 +3.7%
90 VXUS VANGUARD STAR FDS 17,407.0 $1.3M 0.08% +144.0 +0.8% $75.44 +12.0%
91 TRP TC ENERGY CORP Energy 23,505.0 $1.3M 0.08% +345.0 +1.5% $55.01 +28.9%
92 FE FIRSTENERGY CORP Utilities 28,803.0 $1.3M 0.08% +598.0 +2.1% $44.77 +3.4%
93 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,014.0 $1.2M 0.07% +31.0 +0.8% $310.21 +19.0%
94 ADI ANALOG DEVICES INC Technology 4,581.0 $1.2M 0.07% +50.0 +1.1% $271.22 +46.4%
95 ISRG INTUITIVE SURGICAL INC Healthcare 2,192.0 $1.2M 0.07% +1K +121.0% $566.36 -22.6%
96 JMBS JANUS DETROIT STR TR 26,702.0 $1.2M 0.07% +3K +11.5% $45.69 -1.5%
97 AFL AFLAC INC Financial Services 10,548.0 $1.2M 0.07% +305.0 +3.0% $110.27 +6.9%
98 CI THE CIGNA GROUP Healthcare 4,103.0 $1.1M 0.07% +411.0 +11.1% $275.22 +4.0%
99 MTUM ISHARES TR 4,427.0 $1.1M 0.07% +1K +32.7% $250.31 +21.3%
100 MUB ISHARES TR 10,329.0 $1.1M 0.07% +240.0 +2.4% $107.11 -0.9%
Page 5 of 12  ·  232 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 23.8%
Industrials 9.0%
Healthcare 8.8%
Communication Services 7.3%
Consumer Cyclical 7.1%
Consumer Defensive 5.8%
Energy 5.0%
Real Estate 2.4%
Utilities 2.1%