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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 24 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 GDX VANECK ETF TRUST 5,158.0 $442K 0.03% +803.0 +18.4% $85.77 -0.9%
462 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,534.0 $440K 0.03% $124.56 -9.0%
463 BNDX VANGUARD CHARLOTTE FDS 9,078.0 $439K 0.03% +80.0 +0.9% $48.32 -0.5%
464 APD AIR PRODS & CHEMS INC Basic Materials 1,767.0 $436K 0.03% +42.0 +2.4% $247.03 +17.2%
465 PVAL PUTNAM ETF TRUST 9,471.0 $432K 0.03% +249.0 +2.7% $45.57 +10.5%
466 STIP ISHARES TR 4,207.0 $431K 0.03% +203.0 +5.1% $102.40 +0.9%
467 ELME COMMUNITIES 24,716.0 $430K 0.03% +844.0 +3.5% $17.40
468 QXO QXO INC Industrials 22,258.0 $429K 0.03% $19.29 -13.6%
469 ENTG ENTEGRIS INC Technology 5,092.0 $429K 0.03% +275.0 +5.7% $84.25 +60.6%
470 VRSN VERISIGN INC Technology 1,765.0 $429K 0.03% +26.0 +1.5% $242.99 +27.6%
471 TMUS T-MOBILE US INC Communication Services 2,080.0 $422K 0.03% -44.0 -2.1% $203.07 -5.7%
472 DIOD DIODES INC Technology 8,430.0 $416K 0.03% +186.0 +2.3% $49.34 +102.0%
473 VHT VANGUARD WORLD FD 1,437.0 $414K 0.02% -11.0 -0.8% $287.81 -3.0%
474 ROP ROPER TECHNOLOGIES INC Industrials 928.0 $413K 0.02% -351.0 -27.4% $444.94 -26.5%
475 PAYC PAYCOM SOFTWARE INC Technology 2,578.0 $411K 0.02% -415.0 -13.9% $159.37 -13.6%
476 INGR INGREDION INC Consumer Defensive 3,703.0 $408K 0.02% $110.25 -7.1%
477 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 14,436.0 $405K 0.02% +901.0 +6.7% $28.06 -30.2%
478 PBF PBF ENERGY INC Energy 14,912.0 $404K 0.02% +625.0 +4.4% $27.12 +48.3%
479 MANH MANHATTAN ASSOCIATES INC Technology 2,322.0 $402K 0.02% +76.0 +3.4% $173.31 -20.0%
480 QQEW FIRST TR EXCHANGE-TRADED FD 2,820.0 $401K 0.02% NEW $142.13 +5.9%
Page 24 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%