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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 12 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ABM ABM INDS INC Industrials 7,853.0 $332K 0.02% -3K -24.4% $42.30 -5.0%
222 XLI SELECT SECTOR SPDR TR 2,139.0 $332K 0.02% -1K -40.2% $155.14 +10.7%
223 NVT NVENT ELECTRIC PLC Industrials 3,176.0 $324K 0.02% -259.0 -7.5% $101.97 +61.5%
224 IWP ISHARES TR 2,350.0 $322K 0.02% -216.0 -8.4% $136.92 +1.8%
225 FIX COMFORT SYS USA INC Industrials 344.0 $321K 0.02% -331.0 -49.0% $934.27 +95.7%
226 EW EDWARDS LIFESCIENCES CORP Healthcare 3,692.0 $315K 0.02% -54.0 -1.4% $85.25 +0.6%
227 IEF ISHARES TR 3,229.0 $311K 0.02% -557.0 -14.7% $96.17 -2.4%
228 AMT AMERICAN TOWER CORP NEW Real Estate 1,766.0 $310K 0.02% -382.0 -17.8% $175.60 +4.7%
229 FNB F N B CORP Financial Services 18,073.0 $309K 0.02% -6K -26.1% $17.10 +2.5%
230 EPD ENTERPRISE PRODS PARTNERS L Energy 9,366.0 $300K 0.02% -2K -14.4% $32.06 +23.6%
231 UWM PROSHARES TR 6,103.0 $287K 0.02% -400.0 -6.2% $47.02 +29.6%
232 CHEF CHEFS WHSE INC Consumer Defensive 4,472.0 $279K 0.02% -4K -44.7% $62.33 +22.7%
233 MGNI MAGNITE INC Communication Services 16,993.0 $276K 0.02% -11K -38.5% $16.23 -18.7%
234 NVO NOVO-NORDISK A S Healthcare 5,394.0 $274K 0.02% -28K -84.0% $50.88 -11.6%
235 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,589.0 $272K 0.02% -2K -51.1% $171.28 +125.4%
236 PLNT PLANET FITNESS INC Consumer Cyclical 2,486.0 $270K 0.02% -2K -40.9% $108.47 -52.0%
237 OKTA OKTA INC Technology 3,094.0 $268K 0.02% -3K -52.8% $86.47 +6.7%
238 VYMI VANGUARD WHITEHALL FDS 2,963.0 $267K 0.02% -2K -38.2% $89.99 +10.9%
239 IRT INDEPENDENCE RLTY TR INC Real Estate 15,187.0 $265K 0.02% -449.0 -2.9% $17.48 -3.5%
240 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,757.0 $257K 0.01% -1K -42.7% $146.55 -11.3%
Page 12 of 15  ·  282 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%