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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 7 of 12  ·  232 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SOUTHSTATE BK CORP 8,096.0 $762K 0.04% +2K +42.4% $94.11
122 DOV DOVER CORP Industrials 3,861.0 $754K 0.04% +105.0 +2.8% $195.26 +7.5%
123 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 14,061.0 $730K 0.04% +383.0 +2.8% $51.91 -5.9%
124 ABCB AMERIS BANCORP Financial Services 9,807.0 $728K 0.04% +77.0 +0.8% $74.27 +14.0%
125 SHEL SHELL PLC Energy 9,862.0 $725K 0.04% +148.0 +1.5% $73.48 +16.6%
126 ETN EATON CORP PLC Industrials 2,218.0 $706K 0.04% +90.0 +4.2% $318.50 +22.9%
127 KEX KIRBY CORP Industrials 6,384.0 $703K 0.04% +247.0 +4.0% $110.18 +30.1%
128 MTB M & T BK CORP Financial Services 3,481.0 $701K 0.04% +1K +46.6% $201.48 +5.8%
129 ALLE ALLEGION PLC Industrials 4,384.0 $698K 0.04% +105.0 +2.5% $159.21 -18.1%
130 WBS WEBSTER FINL CORP Financial Services 10,581.0 $666K 0.04% +253.0 +2.5% $62.94 +14.1%
131 EWBC EAST WEST BANCORP INC Financial Services 5,878.0 $661K 0.04% +177.0 +3.1% $112.39 +9.5%
132 CCK CROWN HLDGS INC Consumer Cyclical 6,388.0 $658K 0.04% +126.0 +2.0% $102.97 -6.1%
133 XLU SELECT SECTOR SPDR TR 15,259.0 $651K 0.04% +3K +23.3% $42.69 +6.2%
134 JBHT HUNT J B TRANS SVCS INC Industrials 3,324.0 $646K 0.04% +51.0 +1.6% $194.35 +33.1%
135 MTD METTLER TOLEDO INTERNATIONAL Healthcare 458.0 $639K 0.04% +9.0 +2.0% $1394.19 -20.9%
136 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 6,520.0 $638K 0.04% +86.0 +1.3% $97.89 +12.2%
137 MPWR MONOLITHIC PWR SYS INC Technology 686.0 $621K 0.04% +18.0 +2.7% $905.96 +75.5%
138 WEC WEC ENERGY GROUP INC Utilities 5,886.0 $621K 0.04% +56.0 +1.0% $105.46 +7.5%
139 NI NISOURCE INC Utilities 14,474.0 $604K 0.04% +155.0 +1.1% $41.76 +14.6%
140 MMS MAXIMUS INC Industrials 6,944.0 $599K 0.04% +397.0 +6.1% $86.32 -29.1%
Page 7 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%