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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 27 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ABM ABM INDS INC Industrials 7,853.0 $332K 0.02% -3K -24.4% $42.30 -5.0%
522 XLI SELECT SECTOR SPDR TR 2,139.0 $332K 0.02% -1K -40.2% $155.14 +10.7%
523 NKE NIKE INC Consumer Cyclical 5,168.0 $329K 0.02% +1K +38.6% $63.71 -29.9%
524 CL COLGATE PALMOLIVE CO Consumer Defensive 4,147.0 $328K 0.02% +24.0 +0.6% $79.02 +14.7%
525 IVT INVENTRUST PPTYS CORP Real Estate 11,558.0 $326K 0.02% $28.21 +16.6%
526 NVT NVENT ELECTRIC PLC Industrials 3,176.0 $324K 0.02% -259.0 -7.5% $101.97 +61.5%
527 IWP ISHARES TR 2,350.0 $322K 0.02% -216.0 -8.4% $136.92 +1.8%
528 FIX COMFORT SYS USA INC Industrials 344.0 $321K 0.02% -331.0 -49.0% $934.27 +95.7%
529 HYMB SPDR SERIES TRUST 12,672.0 $316K 0.02% +114.0 +0.9% $24.94 +0.1%
530 IGF ISHARES TR 5,150.0 $316K 0.02% $61.36 +9.9%
531 NLOP NET LEASE OFFICE PROPERTIES Real Estate 12,224.0 $315K 0.02% $25.79 -54.0%
532 EW EDWARDS LIFESCIENCES CORP Healthcare 3,692.0 $315K 0.02% -54.0 -1.4% $85.25 +0.6%
533 MAS MASCO CORP Industrials 4,907.0 $311K 0.02% $63.46 +6.0%
534 IEF ISHARES TR 3,229.0 $311K 0.02% -557.0 -14.7% $96.17 -2.4%
535 AMT AMERICAN TOWER CORP NEW Real Estate 1,766.0 $310K 0.02% -382.0 -17.8% $175.60 +4.7%
536 MORN MORNINGSTAR INC Financial Services 1,423.0 $309K 0.02% +54.0 +3.9% $217.37 -17.4%
537 FNB F N B CORP Financial Services 18,073.0 $309K 0.02% -6K -26.1% $17.10 +2.5%
538 AVUS AMERICAN CENTY ETF TR 2,743.0 $307K 0.02% $111.76 +12.5%
539 YUM YUM BRANDS INC Consumer Cyclical 1,995.0 $302K 0.02% $151.29 +2.0%
540 EPD ENTERPRISE PRODS PARTNERS L Energy 9,366.0 $300K 0.02% -2K -14.4% $32.06 +23.6%
Page 27 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%