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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 703 New
Page 15 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CI THE CIGNA GROUP Healthcare 3,692.0 $1.1M 0.07% NEW $309.22 -7.9%
282 XLU SELECT SECTOR SPDR TR 12,371.0 $1.1M 0.07% NEW $91.64 -50.8%
283 GIS GENERAL MLS INC Consumer Defensive 23,423.0 $1.1M 0.07% NEW $48.29 -30.5%
284 KNSL KINSALE CAP GROUP INC Financial Services 2,600.0 $1.1M 0.07% NEW $431.90 -28.3%
285 SCHD SCHWAB STRATEGIC TR 41,369.0 $1.1M 0.07% NEW $27.12 +20.0%
286 CRWD CROWDSTRIKE HLDGS INC Technology 2,115.0 $1.1M 0.07% NEW $529.80 +22.0%
287 AMCOR PLC 135,475.0 $1.1M 0.07% NEW $8.27
288 TECH BIO-TECHNE CORP Healthcare 17,217.0 $1.1M 0.06% NEW $64.25 -26.0%
289 JMBS JANUS DETROIT STR TR 23,952.0 $1.1M 0.06% NEW $46.13 -2.2%
290 AFL AFLAC INC Financial Services 10,243.0 $1.1M 0.06% NEW $107.55 +6.7%
291 ADI ANALOG DEVICES INC Technology 4,531.0 $1.1M 0.06% NEW $243.01 +71.0%
292 TXN TEXAS INSTRS INC Technology 6,436.0 $1.1M 0.06% NEW $169.42 +86.8%
293 BMO BANK MONTREAL QUE Financial Services 8,543.0 $1.1M 0.06% NEW $127.27 +28.2%
294 MUB ISHARES TR 10,089.0 $1.1M 0.06% NEW $107.61 -0.7%
295 IDXX IDEXX LABS INC Healthcare 1,671.0 $1.1M 0.06% NEW $647.40 -14.8%
296 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,983.0 $1.1M 0.06% NEW $271.21 +42.2%
297 APPF APPFOLIO INC Technology 4,395.0 $1.1M 0.06% NEW $245.27 -33.7%
298 HBAN HUNTINGTON BANCSHARES INC Financial Services 67,490.0 $1.1M 0.06% NEW $15.64 +2.6%
299 PTC PTC INC Technology 5,084.0 $1.0M 0.06% NEW $203.28 -29.9%
300 SLF SUN LIFE FINANCIAL INC. Financial Services 16,338.0 $1.0M 0.06% NEW $62.28 +16.5%
Page 15 of 36  ·  703 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 28.3%
Financial Services 22.4%
Industrials 9.4%
Healthcare 9.0%
Consumer Cyclical 6.7%
Communication Services 6.7%
Consumer Defensive 6.2%
Energy 5.0%
Real Estate 2.6%
Utilities 2.4%