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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 20 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SIGI SELECTIVE INS GROUP INC Financial Services 7,055.0 $590K 0.04% +93.0 +1.3% $83.66 +8.4%
382 CVS CVS HEALTH CORP Healthcare 7,416.0 $589K 0.04% -139.0 -1.8% $79.36 +15.5%
383 IGIB ISHARES TR 10,879.0 $586K 0.04% +1K +14.8% $53.88 -1.6%
384 STAG STAG INDL INC Real Estate 15,936.0 $586K 0.04% +434.0 +2.8% $36.76 +4.3%
385 IWO ISHARES TR 1,814.0 $586K 0.04% $322.94 +17.5%
386 WEX WEX INC Technology 3,928.0 $585K 0.04% $148.98 -0.4%
387 LNG CHENIERE ENERGY INC Energy 2,998.0 $583K 0.03% -3K -45.5% $194.36 +22.0%
388 LAUR LAUREATE EDUCATION INC Consumer Defensive 17,183.0 $579K 0.03% +565.0 +3.4% $33.67 -0.1%
389 R RYDER SYS INC Industrials 3,002.0 $575K 0.03% -3K -50.1% $191.40 +30.3%
390 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,680.0 $573K 0.03% -6K -51.1% $100.89 -1.6%
391 BRO BROWN & BROWN INC Financial Services 7,173.0 $572K 0.03% +3K +64.7% $79.71 -27.7%
392 CGBD CARLYLE SECURED LENDING INC Financial Services 45,753.0 $571K 0.03% +2K +3.4% $12.49 -12.9%
393 ACI ALBERTSONS COS INC Consumer Defensive 33,179.0 $570K 0.03% -49K -59.8% $17.17 -6.6%
394 G GENPACT LIMITED Technology 12,082.0 $565K 0.03% +271.0 +2.3% $46.78 -33.7%
395 LNTH LANTHEUS HLDGS INC Healthcare 8,455.0 $563K 0.03% +310.0 +3.8% $66.55 +51.1%
396 GWW WW GRAINGER INC Industrials 556.0 $561K 0.03% -451.0 -44.8% $1008.95 +24.0%
397 AER AERCAP HOLDINGS NV Industrials 3,874.0 $557K 0.03% -632.0 -14.0% $143.75 -2.7%
398 SPGI S&P GLOBAL INC Financial Services 1,062.0 $555K 0.03% $522.81 -21.8%
399 NAYAX LTD 10,968.0 $555K 0.03% $50.60
400 AXTA AXALTA COATING SYS LTD Basic Materials 17,166.0 $555K 0.03% +330.0 +2.0% $32.31 -7.1%
Page 20 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%