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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 9 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNPS SYNOPSYS INC Technology 1,519.0 $714K 0.04% -323.0 -17.5% $469.72 +11.7%
162 CDNS CADENCE DESIGN SYSTEM INC Technology 2,275.0 $711K 0.04% -128.0 -5.3% $312.58 +19.5%
163 SLV ISHARES SILVER TR Financial Services 10,934.0 $704K 0.04% -8K -40.9% $64.42 +6.1%
164 XLV SELECT SECTOR SPDR TR 4,549.0 $704K 0.04% -911.0 -16.7% $154.80 -3.2%
165 VGK VANGUARD INTL EQUITY INDEX F 8,327.0 $696K 0.04% -3K -27.2% $83.61 +5.8%
166 D DOMINION ENERGY INC Utilities 11,583.0 $679K 0.04% -8K -40.5% $58.59 +15.5%
167 CRH PLC 5,381.0 $672K 0.04% -5K -45.9% $124.80
168 MKL MARKEL GROUP INC Financial Services 308.0 $662K 0.04% -9.0 -2.8% $2149.65 -13.6%
169 SBR SABINE RTY TR Energy 9,500.0 $651K 0.04% -1K -9.5% $68.57 +12.4%
170 ABNB AIRBNB INC Consumer Cyclical 4,725.0 $641K 0.04% -913.0 -16.2% $135.71 -2.5%
171 NU NU HLDGS LTD Financial Services 38,038.0 $637K 0.04% -6K -14.5% $16.74 -24.0%
172 IGSB ISHARES TR 11,933.0 $631K 0.04% -3K -19.7% $52.88 -1.1%
173 MRSH MARSH & MCLENNAN COS INC Financial Services 3,390.0 $629K 0.04% -3K -46.4% $185.50 -11.5%
174 RGEN REPLIGEN CORP Healthcare 3,802.0 $623K 0.04% -1K -22.6% $163.86 -29.8%
175 EVEREST GROUP LTD 1,814.0 $616K 0.04% -36.0 -1.9% $339.40
176 VOT VANGUARD INDEX FDS 2,205.0 $616K 0.04% -41.0 -1.8% $279.19 +4.3%
177 ROK ROCKWELL AUTOMATION INC Industrials 1,581.0 $615K 0.04% -1K -40.5% $388.98 +16.3%
178 ICICI BANK LIMITED 20,498.0 $611K 0.04% -352.0 -1.7% $29.80
179 CRM SALESFORCE INC Technology 2,287.0 $606K 0.04% -160.0 -6.5% $264.86 -32.0%
180 IVW ISHARES TR 4,833.0 $596K 0.04% -101.0 -2.0% $123.25 +10.8%
Page 9 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%