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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 7 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 25,879.0 $3.1M 0.18% -10K -28.9% $120.18 +14.3%
122 SCHO SCHWAB STRATEGIC TR 127,508.0 $3.1M 0.18% -832.0 -0.7% $24.37 -1.0%
123 IJH ISHARES TR 47,040.0 $3.1M 0.18% -14K -23.2% $66.00 +11.4%
124 NXST NEXSTAR MEDIA GROUP INC Communication Services 14,798.0 $3.0M 0.18% +3K +27.1% $203.05 -7.1%
125 PNC PNC FINL SVCS GROUP INC Financial Services 14,105.0 $2.9M 0.17% $208.73 +5.0%
126 PAYX PAYCHEX INC Industrials 26,242.0 $2.9M 0.17% +4K +20.6% $112.18 -13.5%
127 UNP UNION PAC CORP Industrials 12,592.0 $2.9M 0.17% -528.0 -4.0% $231.32 +14.9%
128 NEE NEXTERA ENERGY INC Utilities 36,160.0 $2.9M 0.17% -5K -11.4% $80.28 +10.3%
129 SYF SYNCHRONY FINANCIAL Financial Services 34,553.0 $2.9M 0.17% $83.43 -13.9%
130 ANET ARISTA NETWORKS INC Technology 21,957.0 $2.9M 0.17% -928.0 -4.1% $131.03 +17.6%
131 UNILEVER PLC 43,888.0 $2.9M 0.17% NEW $65.40
132 XLK SELECT SECTOR SPDR TR 19,621.0 $2.8M 0.17% +9K +81.3% $143.97 +25.3%
133 QUAL ISHARES TR 14,216.0 $2.8M 0.17% +4K +39.1% $198.62 +7.9%
134 USB US BANCORP DEL Financial Services 52,745.0 $2.8M 0.17% +478.0 +0.9% $53.36 +2.8%
135 AON AON PLC Financial Services 7,945.0 $2.8M 0.17% -195.0 -2.4% $352.87 -8.0%
136 MC MOELIS & CO Financial Services 39,279.0 $2.7M 0.16% $68.74 -4.3%
137 DUK DUKE ENERGY CORP NEW Utilities 22,957.0 $2.7M 0.16% -3K -13.0% $117.21 +7.2%
138 ABT ABBOTT LABS Healthcare 21,418.0 $2.7M 0.16% -8K -26.8% $125.29 -30.2%
139 AMD ADVANCED MICRO DEVICES INC Technology 12,461.0 $2.7M 0.16% -3K -21.8% $214.16 +118.3%
140 IEFA ISHARES TR 29,827.0 $2.7M 0.16% +2K +5.4% $89.46 +8.7%
Page 7 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%