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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 703 New
Page 11 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LRCX LAM RESEARCH CORP Technology 11,075.0 $1.7M 0.10% NEW $156.90 +105.7%
202 WMB WILLIAMS COS INC Energy 30,050.0 $1.7M 0.10% NEW $57.67 +36.1%
203 ACN ACCENTURE PLC IRELAND Technology 6,891.0 $1.7M 0.10% NEW $250.75 -29.4%
204 IEMG ISHARES INC 25,065.0 $1.7M 0.10% NEW $68.79 +21.5%
205 RELX RELX PLC Communication Services 36,954.0 $1.7M 0.10% NEW $46.64 -29.5%
206 FSLR FIRST SOLAR INC Energy 6,888.0 $1.7M 0.10% NEW $247.69 +9.0%
207 GLW CORNING INC Technology 19,073.0 $1.7M 0.10% NEW $89.37 +119.5%
208 NTRS NORTHERN TR CORP Financial Services 13,493.0 $1.7M 0.10% NEW $126.20 +34.7%
209 BSX BOSTON SCIENTIFIC CORP Healthcare 16,578.0 $1.7M 0.10% NEW $102.43 -43.7%
210 SAN BANCO SANTANDER S.A. Financial Services 169,247.0 $1.7M 0.10% NEW $9.87 +26.5%
211 DLR DIGITAL RLTY TR INC Real Estate 9,260.0 $1.6M 0.10% NEW $178.14 +8.7%
212 EQIX EQUINIX INC Real Estate 1,914.0 $1.6M 0.09% NEW $842.66 +27.9%
213 VLO VALERO ENERGY CORP Energy 9,247.0 $1.6M 0.09% NEW $174.35 +38.5%
214 EMR EMERSON ELEC CO Industrials 11,970.0 $1.6M 0.09% NEW $134.46 +4.8%
215 NOW SERVICENOW INC Technology 1,695.0 $1.6M 0.09% NEW $946.29 -89.4%
216 KHC KRAFT HEINZ CO Consumer Defensive 61,243.0 $1.6M 0.09% NEW $25.59 -6.8%
217 GILD GILEAD SCIENCES INC Healthcare 12,961.0 $1.6M 0.09% NEW $120.47 +11.0%
218 ITW ILLINOIS TOOL WKS INC Industrials 6,296.0 $1.6M 0.09% NEW $247.79 +1.1%
219 IJK ISHARES TR 15,909.0 $1.6M 0.09% NEW $97.90 +16.5%
220 ACI ALBERTSONS COS INC Consumer Defensive 82,608.0 $1.6M 0.09% NEW $18.78 -16.2%
Page 11 of 36  ·  703 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 28.3%
Financial Services 22.4%
Industrials 9.4%
Healthcare 9.0%
Consumer Cyclical 6.7%
Communication Services 6.7%
Consumer Defensive 6.2%
Energy 5.0%
Real Estate 2.6%
Utilities 2.4%