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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 6 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYG SPDR SERIES TRUST 13,545.0 $1.4M 0.09% -4K -20.9% $106.70 +10.9%
102 VRIG INVESCO ACTIVELY MANAGED EXC 56,776.0 $1.4M 0.08% -41K -41.9% $25.10 -0.2%
103 SPYV SPDR SERIES TRUST 25,024.0 $1.4M 0.08% -7K -21.6% $56.81 +7.5%
104 XLP SELECT SECTOR SPDR TR 18,298.0 $1.4M 0.08% -1K -5.2% $77.68 +9.2%
105 FISV FISERV INC Technology 21,108.0 $1.4M 0.08% -19K -47.3% $67.17 -14.9%
106 T AT&T INC Communication Services 56,937.0 $1.4M 0.08% -984.0 -1.7% $24.84 +1.7%
107 ITW ILLINOIS TOOL WKS INC Industrials 5,680.0 $1.4M 0.08% -616.0 -9.8% $246.32 +2.4%
108 VMC VULCAN MATLS CO Basic Materials 4,887.0 $1.4M 0.08% -64.0 -1.3% $285.20 -8.6%
109 ACN ACCENTURE PLC IRELAND Technology 5,194.0 $1.4M 0.08% -2K -24.6% $268.31 -33.2%
110 ING ING GROEP N.V. Financial Services 49,284.0 $1.4M 0.08% -8K -14.3% $28.00 +8.9%
111 GILD GILEAD SCIENCES INC Healthcare 11,155.0 $1.4M 0.08% -2K -13.9% $122.74 +9.5%
112 VLTO VERALTO CORP Industrials 13,583.0 $1.4M 0.08% -72.0 -0.5% $99.78 -13.0%
113 LIN LINDE PLC Basic Materials 3,173.0 $1.4M 0.08% -81.0 -2.5% $426.35 +21.4%
114 USMV ISHARES TR 14,190.0 $1.3M 0.08% -119.0 -0.8% $94.16 +2.9%
115 PSX PHILLIPS 66 Energy 10,013.0 $1.3M 0.08% -238.0 -2.3% $129.04 +37.7%
116 GOVT ISHARES TR 55,688.0 $1.3M 0.08% -4K -7.4% $23.02 -1.6%
117 LOW LOWES COS INC Consumer Cyclical 5,257.0 $1.3M 0.07% -1K -16.4% $241.18 -10.8%
118 BX BLACKSTONE INC Financial Services 8,186.0 $1.3M 0.07% -192.0 -2.3% $154.15 -23.1%
119 MELI MERCADOLIBRE INC Consumer Cyclical 622.0 $1.3M 0.07% -143.0 -18.7% $2014.26 -17.4%
120 FIS FIDELITY NATL INFORMATION SV Technology 17,949.0 $1.2M 0.07% -4K -19.7% $66.46 -34.5%
Page 6 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%