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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 22 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VST VISTRA CORP Utilities 3,186.0 $514K 0.03% -111.0 -3.4% $161.33 +2.5%
422 IPKW INVESCO EXCH TRADED FD TR II 9,208.0 $512K 0.03% +120.0 +1.3% $55.57 +6.6%
423 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,737.0 $510K 0.03% +99.0 +6.0% $293.63 +5.5%
424 LH LABCORP HOLDINGS INC Healthcare 2,017.0 $506K 0.03% -45.0 -2.2% $250.92 +3.4%
425 HAE HAEMONETICS CORP MASS Healthcare 6,313.0 $506K 0.03% -2K -23.0% $80.15 -18.0%
426 PANW PALO ALTO NETWORKS INC Technology 2,738.0 $504K 0.03% -65.0 -2.3% $184.22 +38.6%
427 BC BRUNSWICK CORP Consumer Cyclical 6,783.0 $504K 0.03% +156.0 +2.4% $74.24 +11.8%
428 SPGM SPDR INDEX SHS FDS 6,525.0 $500K 0.03% +75.0 +1.2% $76.70 +12.4%
429 VOE VANGUARD INDEX FDS 2,821.0 $500K 0.03% $177.35 +10.3%
430 IVE ISHARES TR 2,355.0 $500K 0.03% +1K +122.8% $212.11 +7.7%
431 UMBF UMB FINL CORP Financial Services 4,342.0 $500K 0.03% +252.0 +6.2% $115.04 +16.4%
432 TEAM ATLASSIAN CORPORATION Technology 3,079.0 $499K 0.03% +89.0 +3.0% $162.14 -47.7%
433 VSH VISHAY INTERTECHNOLOGY INC Technology 34,439.0 $499K 0.03% +1K +4.2% $14.49 +246.2%
434 XPRO EXPRO GROUP HOLDINGS NV Energy 36,956.0 $493K 0.03% $13.35 +22.5%
435 KR KROGER CO Consumer Defensive 7,845.0 $490K 0.03% -9K -54.1% $62.48 +5.8%
436 F FORD MTR CO Consumer Cyclical 36,865.0 $484K 0.03% $13.12 +15.7%
437 JCI JOHNSON CTLS INTL PLC Industrials 4,032.0 $483K 0.03% $119.76 +16.9%
438 FCX FREEPORT-MCMORAN INC Basic Materials 9,438.0 $479K 0.03% +3K +36.4% $50.79 +27.5%
439 DELL DELL TECHNOLOGIES INC Technology 3,799.0 $478K 0.03% -2K -37.6% $125.88 +144.8%
440 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 9,136.0 $478K 0.03% +625.0 +7.3% $52.28 +39.3%
Page 22 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%