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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 2 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 22,075.0 $6.5M 0.39% -4K -14.8% $296.20 -14.3%
22 VNQ VANGUARD INDEX FDS 69,747.0 $6.2M 0.36% -626.0 -0.9% $88.49 +9.4%
23 WFC WELLS FARGO CO NEW Financial Services 65,517.0 $6.1M 0.36% -3K -5.1% $93.20 -18.0%
24 HD HOME DEPOT INC Consumer Cyclical 17,458.0 $6.0M 0.36% -3K -13.3% $344.10 -9.0%
25 RTX RTX CORPORATION Industrials 32,261.0 $5.9M 0.35% -6K -15.6% $183.40 -3.5%
26 ABBV ABBVIE INC Healthcare 25,121.0 $5.7M 0.34% -1K -5.1% $228.49 -5.6%
27 CAT CATERPILLAR INC Industrials 9,688.0 $5.5M 0.33% -2K -16.2% $572.85 +53.6%
28 BAC BANK AMERICA CORP Financial Services 99,022.0 $5.4M 0.32% -5K -4.5% $55.00 -5.8%
29 CVX CHEVRON CORP NEW Energy 35,540.0 $5.4M 0.32% -791.0 -2.2% $152.41 +25.6%
30 VBK VANGUARD INDEX FDS 17,901.0 $5.4M 0.32% -484.0 -2.6% $302.11 +14.9%
31 TFC TRUIST FINL CORP Financial Services 107,446.0 $5.3M 0.31% -6K -5.2% $49.21 -1.7%
32 AMGN AMGEN INC Healthcare 15,952.0 $5.2M 0.31% -773.0 -4.6% $327.31 +3.7%
33 ONTO ONTO INNOVATION INC Technology 32,814.0 $5.2M 0.31% -2K -4.4% $157.86 +66.1%
34 EMB ISHARES TR 51,226.0 $4.9M 0.29% -557.0 -1.1% $96.28 -1.2%
35 PEP PEPSICO INC Consumer Defensive 34,049.0 $4.9M 0.29% -210.0 -0.6% $143.52 +4.9%
36 ASML ASML HOLDING N V Technology 4,475.0 $4.8M 0.28% -559.0 -11.1% $1069.85 +52.6%
37 PR PERMIAN RESOURCES CORP Energy 332,871.0 $4.7M 0.28% -4K -1.3% $14.03 +45.7%
38 RSP INVESCO EXCHANGE TRADED FD T 24,247.0 $4.6M 0.28% -11K -30.2% $191.56 +7.8%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 112,233.0 $4.6M 0.27% -9K -7.5% $40.73 +18.7%
40 DFUV DIMENSIONAL ETF TRUST 98,091.0 $4.6M 0.27% -17K -14.8% $46.59 +14.0%
Page 2 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%