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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.9B AUM 660 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 146 New 214 Added 254 Reduced 144 Exited
Page 6 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IJK ISHARES TR — 15,274.0 $1.8M 0.09% -266.0 -1.7% $117.50 -6.1%
102 EBAY EBAY INC. Consumer Cyclical 15,757.0 $1.8M 0.09% -4K -19.5% $111.75 -3.5%
103 NGG NATIONAL GRID PLC Utilities 21,124.0 $1.8M 0.09% -6K -23.2% $82.87 -9.2%
104 JBL JABIL INC Technology 4,446.0 $1.7M 0.09% -6K -56.1% $385.47 -19.4%
105 ECL ECOLAB INC Basic Materials 6,097.0 $1.7M 0.09% -504.0 -7.6% $278.63 -1.2%
106 GLD SPDR GOLD TR Financial Services 4,496.0 $1.7M 0.09% -2K -25.5% $368.34 +6.3%
107 AON AON PLC Financial Services 4,916.0 $1.6M 0.09% -3K -38.1% $331.71 -16.8%
108 XLE SELECT SECTOR SPDR TR — 29,087.0 $1.5M 0.08% -6K -16.0% $53.11 +17.9%
109 LMT LOCKHEED MARTIN CORP Industrials 2,998.0 $1.5M 0.08% -59.0 -1.9% $509.42 +2.8%
110 TRP TC ENERGY CORP Energy 22,536.0 $1.5M 0.08% -969.0 -4.1% $66.29 -10.0%
111 EMR EMERSON ELEC CO Industrials 10,199.0 $1.5M 0.08% -2K -14.9% $143.15 +9.0%
112 VMBS VANGUARD SCOTTSDALE FDS — 31,128.0 $1.5M 0.08% -2K -6.3% $46.81 -4.7%
113 TJX TJX COS INC NEW Consumer Cyclical 9,576.0 $1.5M 0.08% -632.0 -6.2% $151.50 -13.2%
114 COP CONOCOPHILLIPS Energy 13,902.0 $1.4M 0.08% -8K -36.7% $103.96 +24.4%
115 VMC VULCAN MATLS CO Basic Materials 4,754.0 $1.4M 0.07% -133.0 -2.7% $295.04 -18.1%
116 SPYM SPDR SERIES TRUST — 15,897.0 $1.4M 0.07% -3K -17.3% $87.88 +2.7%
117 ABT ABBOTT LABORATORIES Healthcare 15,222.0 $1.4M 0.07% -6K -28.9% $90.74 +11.4%
118 DELL DELL TECHNOLOGIES INC Technology 3,057.0 $1.3M 0.07% -742.0 -19.5% $431.46 +24.3%
119 EFG ISHARES TR — 10,485.0 $1.3M 0.07% -10K -49.1% $124.42 -3.7%
120 MKC MCCORMICK & CO INC Consumer Defensive 25,425.0 $1.3M 0.07% -2K -8.9% $50.42 -5.2%
Page 6 of 13  ·  254 positions

① 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 29.7%
Financial Services 21.4%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 7.0%
Consumer Defensive 6.2%
Communication Services 5.6%
Energy 5.1%
Real Estate 2.5%
Utilities 2.0%