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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 25 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 6,795.0 $400K 0.02% +220.0 +3.4% $58.87 -1.5%
482 SPSM SPDR SERIES TRUST 8,527.0 $400K 0.02% -117.0 -1.4% $46.86 +14.0%
483 CIEN CIENA CORP Technology 1,694.0 $396K 0.02% $233.87 +149.6%
484 CPT CAMDEN PPTY TR Real Estate 3,593.0 $396K 0.02% +79.0 +2.2% $110.09 -2.4%
485 VGLT VANGUARD SCOTTSDALE FDS 7,080.0 $395K 0.02% $55.80 -3.0%
486 CF CF INDS HLDGS INC Basic Materials 5,076.0 $393K 0.02% $77.34 +57.3%
487 CARR CARRIER GLOBAL CORPORATION Industrials 7,405.0 $391K 0.02% -723.0 -8.9% $52.84 +19.5%
488 FLUTTER ENTMT PLC 1,815.0 $390K 0.02% -490.0 -21.3% $215.04
489 BN BROOKFIELD CORP Financial Services 8,474.0 $389K 0.02% $45.89 -1.1%
490 BSCQ INVESCO EXCH TRD SLF IDX FD 19,794.0 $387K 0.02% -2K -7.0% $19.58 -0.3%
491 KNSL KINSALE CAP GROUP INC Financial Services 988.0 $387K 0.02% -2K -62.0% $391.21 -20.7%
492 PRU PRUDENTIAL FINL INC Financial Services 3,422.0 $386K 0.02% NEW $112.87 -7.8%
493 EQH EQUITABLE HLDGS INC Financial Services 8,059.0 $384K 0.02% +209.0 +2.7% $47.65 -10.6%
494 IYW ISHARES TR 1,902.0 $380K 0.02% +35.0 +1.9% $199.71 +21.1%
495 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 176.0 $378K 0.02% +2.0 +1.1% $2146.18 -7.2%
496 EXC EXELON CORP Utilities 8,634.0 $376K 0.02% +233.0 +2.8% $43.59 +6.1%
497 SCHV SCHWAB STRATEGIC TR 12,630.0 $374K 0.02% $29.61 +12.5%
498 SHY ISHARES TR 4,515.0 $374K 0.02% +542.0 +13.6% $82.83 -0.9%
499 TGLS TECNOGLASS INC Basic Materials 7,418.0 $373K 0.02% +161.0 +2.2% $50.32 -18.2%
500 AIR LEASE CORP 5,707.0 $367K 0.02% -1K -16.2% $64.23
Page 25 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%