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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 23 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 792.0 $478K 0.03% $602.98 +13.0%
442 BKNG BOOKING HOLDINGS INC Consumer Cyclical 89.0 $477K 0.03% -25.0 -21.9% $5357.08 -97.0%
443 MDLZ MONDELEZ INTL INC Consumer Defensive 8,759.0 $471K 0.03% -442.0 -4.8% $53.83 +13.8%
444 EHC ENCOMPASS HEALTH CORP Healthcare 4,440.0 $471K 0.03% +71.0 +1.6% $106.13 -1.2%
445 HST HOST HOTELS & RESORTS INC Real Estate 26,564.0 $471K 0.03% +833.0 +3.2% $17.73 +30.3%
446 FOXA FOX CORP Communication Services 6,444.0 $471K 0.03% +199.0 +3.2% $73.07 -11.1%
447 SSO PROSHARES TR 8,126.0 $471K 0.03% +4K +90.6% $57.92 +18.1%
448 TOTL SSGA ACTIVE ETF TR 11,649.0 $469K 0.03% $40.25 -2.1%
449 DOC HEALTHPEAK PROPERTIES INC Real Estate 29,105.0 $468K 0.03% +167.0 +0.6% $16.08 +24.6%
450 MATX MATSON INC Industrials 3,782.0 $467K 0.03% +171.0 +4.7% $123.56 +49.3%
451 FELG FIDELITY COVINGTON TRUST 11,202.0 $467K 0.03% $41.70 +6.6%
452 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,947.0 $464K 0.03% $117.52 +10.8%
453 APTIV PLC 6,096.0 $464K 0.03% -141.0 -2.3% $76.09
454 CARG CARGURUS INC Consumer Cyclical 11,947.0 $458K 0.03% NEW $38.35 -27.5%
455 SLGN SILGAN HLDGS INC Consumer Cyclical 11,285.0 $456K 0.03% +278.0 +2.5% $40.37 -5.9%
456 ZTS ZOETIS INC Healthcare 3,608.0 $454K 0.03% -9K -70.7% $125.81 -36.2%
457 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,120.0 $454K 0.03% +150.0 +2.1% $63.72 +53.9%
458 FCPT FOUR CORNERS PPTY TR INC Real Estate 19,571.0 $451K 0.03% +104.0 +0.5% $23.06 +9.8%
459 TD TORONTO DOMINION BK ONT Financial Services 4,722.0 $445K 0.03% $94.21 +19.5%
460 MOD MODINE MFG CO Consumer Cyclical 3,322.0 $444K 0.03% +55.0 +1.7% $133.51 +121.6%
Page 23 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%