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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 16 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SE SEA LTD Consumer Cyclical 6,970.0 $889K 0.05% -2K -18.5% $127.57 -31.6%
302 WCN WASTE CONNECTIONS INC Industrials 5,061.0 $887K 0.05% +74.0 +1.5% $175.35 -11.2%
303 SYK STRYKER CORPORATION Healthcare 2,507.0 $881K 0.05% -754.0 -23.1% $351.42 -9.9%
304 VT VANGUARD INTL EQUITY INDEX F 6,230.0 $879K 0.05% $141.07 +10.3%
305 MFG MIZUHO FINANCIAL GROUP INC Financial Services 119,696.0 $876K 0.05% -1K -1.1% $7.32 +27.3%
306 GSHD GOOSEHEAD INS INC Financial Services 11,332.0 $835K 0.05% +435.0 +4.0% $73.65 -43.4%
307 COLB COLUMBIA BKG SYS INC Financial Services 29,833.0 $834K 0.05% +8K +38.4% $27.95 +6.4%
308 HALO HALOZYME THERAPEUTICS INC Healthcare 12,346.0 $831K 0.05% -679.0 -5.2% $67.30 +1.5%
309 TYL TYLER TECHNOLOGIES INC Technology 1,809.0 $821K 0.05% +375.0 +26.1% $453.95 -31.0%
310 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 9,242.0 $815K 0.05% +158.0 +1.7% $88.21 +17.7%
311 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,181.0 $812K 0.05% +60.0 +1.2% $156.80 +34.2%
312 AIRR FIRST TR EXCHANGE TRADED FD 8,212.0 $807K 0.05% NEW $98.32 +27.2%
313 WM WASTE MGMT INC DEL Industrials 3,603.0 $792K 0.05% -393.0 -9.8% $219.69 -0.8%
314 RF REGIONS FINANCIAL CORP NEW Financial Services 29,153.0 $790K 0.05% -567.0 -1.9% $27.10 +2.7%
315 EBC EASTERN BANKSHARES INC Financial Services 42,631.0 $786K 0.05% +11K +34.5% $18.43 +7.7%
316 DIS DISNEY WALT CO Communication Services 6,902.0 $785K 0.05% -747.0 -9.8% $113.77 -9.5%
317 IUSV ISHARES TR 7,580.0 $777K 0.05% $102.54 +7.6%
318 VPL VANGUARD INTL EQUITY INDEX F 8,587.0 $776K 0.05% $90.40 +23.8%
319 KMI KINDER MORGAN INC DEL Energy 28,161.0 $774K 0.05% -26K -47.8% $27.49 +22.9%
320 WSFS WSFS FINL CORP Financial Services 14,000.0 $773K 0.05% $55.24 +29.8%
Page 16 of 33  ·  656 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%