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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 18 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ETN EATON CORP PLC Industrials 2,218.0 $706K 0.04% +90.0 +4.2% $318.50 +26.7%
342 SLV ISHARES SILVER TR Financial Services 10,934.0 $704K 0.04% -8K -40.9% $64.42 +6.8%
343 XLV SELECT SECTOR SPDR TR 4,549.0 $704K 0.04% -911.0 -16.7% $154.80 -4.0%
344 KEX KIRBY CORP Industrials 6,384.0 $703K 0.04% +247.0 +4.0% $110.18 +31.3%
345 MTB M & T BK CORP Financial Services 3,481.0 $701K 0.04% +1K +46.6% $201.48 +6.8%
346 ALLE ALLEGION PLC Industrials 4,384.0 $698K 0.04% +105.0 +2.5% $159.21 -17.4%
347 VGK VANGUARD INTL EQUITY INDEX F 8,327.0 $696K 0.04% -3K -27.2% $83.61 +7.1%
348 SPHQ INVESCO EXCHANGE TRADED FD T 9,260.0 $695K 0.04% $75.05 +13.8%
349 D DOMINION ENERGY INC Utilities 11,583.0 $679K 0.04% -8K -40.5% $58.59 +15.2%
350 CRH PLC 5,381.0 $672K 0.04% -5K -45.9% $124.80
351 WBS WEBSTER FINL CORP Financial Services 10,581.0 $666K 0.04% +253.0 +2.5% $62.94 +15.5%
352 MKL MARKEL GROUP INC Financial Services 308.0 $662K 0.04% -9.0 -2.8% $2149.65 -13.3%
353 EWBC EAST WEST BANCORP INC Financial Services 5,878.0 $661K 0.04% +177.0 +3.1% $112.39 +11.1%
354 CCK CROWN HLDGS INC Consumer Cyclical 6,388.0 $658K 0.04% +126.0 +2.0% $102.97 -5.4%
355 SBR SABINE RTY TR Energy 9,500.0 $651K 0.04% -1K -9.5% $68.57 +13.2%
356 XLU SELECT SECTOR SPDR TR 15,259.0 $651K 0.04% +3K +23.3% $42.69 +6.6%
357 IWB ISHARES TR 1,741.0 $650K 0.04% $373.36 +9.7%
358 JBHT HUNT J B TRANS SVCS INC Industrials 3,324.0 $646K 0.04% +51.0 +1.6% $194.35 +36.3%
359 MMM 3M CO Industrials 4,025.0 $644K 0.04% $160.11 -4.1%
360 ABNB AIRBNB INC Consumer Cyclical 4,725.0 $641K 0.04% -913.0 -16.2% $135.71 -0.6%
Page 18 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%