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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 703 New
Page 33 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AGGY WISDOMTREE TR 5,163.0 $231K 0.01% NEW $44.82 -3.4%
642 SCHA SCHWAB STRATEGIC TR 8,020.0 $230K 0.01% NEW $28.65 +18.4%
643 PGR PROGRESSIVE CORP Financial Services 1,058.0 $229K 0.01% NEW $216.55 -8.6%
644 KNF KNIFE RIVER CORP Basic Materials 3,673.0 $229K 0.01% NEW $62.37 +19.2%
645 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 3,038.0 $229K 0.01% NEW $75.25 +32.8%
646 CCB COASTAL FINL CORP WA Financial Services 2,119.0 $226K 0.01% NEW $106.74 -33.6%
647 BIIB BIOGEN INC Healthcare 1,493.0 $225K 0.01% NEW $150.43 +28.4%
648 PH PARKER-HANNIFIN CORP Industrials 289.0 $224K 0.01% NEW $773.67 +11.2%
649 IVE ISHARES TR 1,057.0 $224K 0.01% NEW $211.46 +7.8%
650 NVS NOVARTIS AG Healthcare 1,730.0 $223K 0.01% NEW $129.12 +16.5%
651 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,163.0 $223K 0.01% NEW $103.12 -18.2%
652 URA GLOBAL X FDS 4,336.0 $220K 0.01% NEW $50.76 +0.2%
653 RKT ROCKET COS INC Financial Services 12,082.0 $219K 0.01% NEW $18.16 -22.7%
654 ATRC ATRICURE INC Healthcare 5,996.0 $219K 0.01% NEW $36.47 -20.8%
655 PCTY PAYLOCITY HLDG CORP Technology 1,440.0 $218K 0.01% NEW $151.45 -26.6%
656 NXPI NXP SEMICONDUCTORS N V Technology 978.0 $217K 0.01% NEW $221.65 +48.9%
657 MIR MIRION TECHNOLOGIES INC Industrials 8,814.0 $216K 0.01% NEW $24.54 -25.4%
658 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,351.0 $216K 0.01% NEW $159.86 -5.6%
659 ENOV ENOVIS CORPORATION Industrials 6,538.0 $215K 0.01% NEW $32.86 -25.9%
660 UFPI UFP INDUSTRIES INC Basic Materials 2,327.0 $214K 0.01% NEW $92.16 -11.6%
Page 33 of 36  ·  703 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 28.3%
Financial Services 22.4%
Industrials 9.4%
Healthcare 9.0%
Consumer Cyclical 6.7%
Communication Services 6.7%
Consumer Defensive 6.2%
Energy 5.0%
Real Estate 2.6%
Utilities 2.4%