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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 21 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TKR TIMKEN CO Industrials 6,576.0 $553K 0.03% +190.0 +3.0% $84.12 +51.2%
402 IXUS ISHARES TR 6,528.0 $553K 0.03% NEW $84.65 +14.2%
403 KFY KORN FERRY Industrials 8,301.0 $548K 0.03% +82.0 +1.0% $66.02 +3.1%
404 REGCO REGENCY CTRS CORP Real Estate 7,918.0 $547K 0.03% +111.0 +1.4% $69.03 -67.2%
405 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,969.0 $542K 0.03% -22.0 -1.1% $275.39 +212.2%
406 TT TRANE TECHNOLOGIES PLC Industrials 1,382.0 $538K 0.03% $389.31 +18.2%
407 AFG AMERICAN FINL GROUP INC OHIO Financial Services 3,934.0 $538K 0.03% +20.0 +0.5% $136.69 -0.3%
408 KRG KITE RLTY GROUP TR Real Estate 22,369.0 $536K 0.03% $23.97 +14.4%
409 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 45,639.0 $536K 0.03% +639.0 +1.4% $11.74 -2.0%
410 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,803.0 $536K 0.03% +14.0 +0.5% $191.10 -16.9%
411 ESOA ENERGY SVCS ACQUISITION CORP Industrials 65,028.0 $531K 0.03% $8.17 +122.8%
412 BDC BELDEN INC Technology 4,555.0 $531K 0.03% +170.0 +3.9% $116.55 -6.4%
413 AVT AVNET INC Technology 10,955.0 $527K 0.03% +450.0 +4.3% $48.08 +83.5%
414 VVV VALVOLINE INC Energy 18,108.0 $526K 0.03% NEW $29.06 +16.6%
415 EMXC ISHARES INC 7,181.0 $522K 0.03% -2K -24.3% $72.68 +37.1%
416 ESNT ESSENT GROUP LTD Financial Services 7,977.0 $519K 0.03% +344.0 +4.5% $65.01 -6.8%
417 TROX TRONOX HOLDINGS PLC Basic Materials 124,127.0 $518K 0.03% +8K +7.1% $4.17 +81.2%
418 MSI MOTOROLA SOLUTIONS INC Technology 1,345.0 $516K 0.03% -22.0 -1.6% $383.45 +7.5%
419 EXPAND ENERGY CORPORATION 4,662.0 $514K 0.03% +166.0 +3.7% $110.36
420 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,524.0 $514K 0.03% -187.0 -2.4% $68.36 -13.9%
Page 21 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%