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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 32 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 PFF ISHARES TR 6,555.0 $203K 0.01% $30.96 +0.9%
622 NXPI NXP SEMICONDUCTORS N V Technology 929.0 $202K 0.01% -49.0 -5.0% $217.15 +45.7%
623 WDAY WORKDAY INC Technology 936.0 $201K 0.01% -2K -69.3% $214.78 -40.3%
624 BLACKROCK MUNIVEST FD INC 27,539.0 $191K 0.01% NEW $6.93
625 CLBT CELLEBRITE DI LTD Technology 10,244.0 $185K 0.01% NEW $18.03 -26.9%
626 SINCLAIR INC 11,889.0 $182K 0.01% $15.30
627 VTRS VIATRIS INC Healthcare 13,908.0 $173K 0.01% -985.0 -6.6% $12.45 +33.7%
628 EP EMPIRE PETE CORP Energy 53,830.0 $164K 0.01% +5K +9.5% $3.04 -13.2%
629 SMR NUSCALE PWR CORP Utilities 10,738.0 $152K 0.01% -679.0 -6.0% $14.17 -19.5%
630 JBI JANUS INTERNATIONAL GROUP IN Industrials 21,800.0 $143K 0.01% -30K -57.9% $6.54 -20.5%
631 FRSH FRESHWORKS INC Technology 10,301.0 $126K 0.01% -6K -37.3% $12.25 -25.9%
632 BLACKROCK MUNIYIELD QUALITY 12,513.0 $126K 0.01% NEW $10.05
633 BLACKROCK INCOME TR INC 10,559.0 $117K 0.01% -16K -60.8% $11.04
634 BGC BGC GROUP INC Financial Services 12,978.0 $116K 0.01% -8K -39.2% $8.93 +25.3%
635 WIT WIPRO LTD Technology 38,129.0 $108K 0.01% -4K -10.0% $2.84 -29.2%
636 UMC UNITED MICROELECTRONICS CORP Technology 13,088.0 $103K 0.01% +741.0 +6.0% $7.86 +131.8%
637 JBLU JETBLUE AWYS CORP Industrials 21,560.0 $98K 0.01% $4.55 +11.0%
638 PTON PELOTON INTERACTIVE INC Consumer Cyclical 14,770.0 $91K 0.01% $6.16 -7.3%
639 NOK NOKIA CORP Technology 12,306.0 $80K 0.01% $6.47 +139.1%
640 ATAI ATAI BECKLEY NV Healthcare 19,178.0 $78K 0.01% $4.09 +5.6%
Page 32 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%