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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 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORPORATION Healthcare 7,902.0 $1.8M 0.11% -256.0 -3.1% $228.93 -24.9%
82 DFUS DIMENSIONAL ETF TRUST 24,387.0 $1.8M 0.11% -1K -4.4% $74.17 +9.4%
83 MSCI MSCI INC Financial Services 3,135.0 $1.8M 0.11% -300.0 -8.7% $573.66 +2.6%
84 VEA VANGUARD TAX-MANAGED FDS 27,304.0 $1.7M 0.10% -21K -43.0% $62.47 +12.8%
85 PYPL PAYPAL HLDGS INC Financial Services 27,970.0 $1.6M 0.10% -571.0 -2.0% $58.38 -24.2%
86 GLW CORNING INC Technology 18,645.0 $1.6M 0.10% -428.0 -2.2% $87.56 +121.6%
87 SNY SANOFI SA Healthcare 33,484.0 $1.6M 0.10% -1K -2.9% $48.46 -8.6%
88 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,540.0 $1.6M 0.09% -235.0 -4.1% $283.30 -24.2%
89 TJX TJX COS INC NEW Consumer Cyclical 10,208.0 $1.6M 0.09% -68.0 -0.7% $153.61 +3.0%
90 VMBS VANGUARD SCOTTSDALE FDS 33,229.0 $1.6M 0.09% -30K -47.8% $47.08 -1.1%
91 SPYM SPDR SERIES TRUST 19,220.0 $1.5M 0.09% -9K -31.0% $80.22 +9.4%
92 COF CAPITAL ONE FINL CORP Financial Services 6,228.0 $1.5M 0.09% -3K -29.7% $242.36 -22.5%
93 IJK ISHARES TR 15,540.0 $1.5M 0.09% -369.0 -2.3% $96.88 +15.4%
94 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,521.0 $1.5M 0.09% -179.0 -0.7% $53.94 +10.2%
95 INTC INTEL CORP Technology 40,133.0 $1.5M 0.09% -7K -15.3% $36.90 +224.8%
96 XEL XCEL ENERGY INC Utilities 20,020.0 $1.5M 0.09% -2K -8.0% $73.86 +9.8%
97 LMT LOCKHEED MARTIN CORP Industrials 3,057.0 $1.5M 0.09% -1K -28.9% $483.67 +10.2%
98 DVY ISHARES TR 10,447.0 $1.5M 0.09% -113.0 -1.1% $141.13 +10.4%
99 VLO VALERO ENERGY CORP Energy 9,035.0 $1.5M 0.09% -212.0 -2.3% $162.78 +51.7%
100 GSK GSK PLC Healthcare 29,488.0 $1.4M 0.09% -5K -14.7% $49.04 +4.8%
Page 5 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%