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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 28 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,490.0 $300K 0.02% $35.30 +6.4%
542 TEL TE CONNECTIVITY PLC Technology 1,298.0 $295K 0.02% $227.48 -10.9%
543 COWZ PACER FDS TR 4,901.0 $295K 0.02% $60.17 +6.9%
544 WDC WESTERN DIGITAL CORP Technology 1,670.0 $288K 0.02% $172.29 +181.1%
545 UWM PROSHARES TR 6,103.0 $287K 0.02% -400.0 -6.2% $47.02 +29.6%
546 IBB ISHARES TR 1,694.0 $286K 0.02% NEW $168.72 +0.0%
547 SCHW SCHWAB CHARLES CORP Financial Services 2,848.0 $285K 0.02% $99.91 -9.8%
548 NOVT NOVANTA INC Technology 2,374.0 $282K 0.02% NEW $118.99 +34.2%
549 CHEF CHEFS WHSE INC Consumer Defensive 4,472.0 $279K 0.02% -4K -44.7% $62.33 +22.7%
550 MGNI MAGNITE INC Communication Services 16,993.0 $276K 0.02% -11K -38.5% $16.23 -18.7%
551 NVO NOVO-NORDISK A S Healthcare 5,394.0 $274K 0.02% -28K -84.0% $50.88 -11.6%
552 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,589.0 $272K 0.02% -2K -51.1% $171.28 +125.4%
553 PLNT PLANET FITNESS INC Consumer Cyclical 2,486.0 $270K 0.02% -2K -40.9% $108.47 -52.0%
554 Q QNITY ELECTRONICS INC Technology 3,292.0 $269K 0.02% NEW $81.65 +92.2%
555 OKTA OKTA INC Technology 3,094.0 $268K 0.02% -3K -52.8% $86.47 +6.7%
556 HDV ISHARES TR 2,197.0 $267K 0.02% $121.58 -77.0%
557 OMC OMNICOM GROUP INC Communication Services 3,305.0 $267K 0.02% +70.0 +2.2% $80.75 -7.2%
558 VYMI VANGUARD WHITEHALL FDS 2,963.0 $267K 0.02% -2K -38.2% $89.99 +10.9%
559 IWS ISHARES TR 1,886.0 $266K 0.02% $141.06 +12.4%
560 IRT INDEPENDENCE RLTY TR INC Real Estate 15,187.0 $265K 0.02% -449.0 -2.9% $17.48 -3.5%
Page 28 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%