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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 9 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EOG EOG RES INC Energy 19,846.0 $2.1M 0.12% -269.0 -1.3% $105.01 +34.5%
162 UPS UNITED PARCEL SERVICE INC Industrials 20,782.0 $2.1M 0.12% -14K -40.9% $99.19 +1.8%
163 GEV GE VERNOVA INC Utilities 3,154.0 $2.1M 0.12% +53.0 +1.7% $653.48 +59.0%
164 COP CONOCOPHILLIPS Energy 21,958.0 $2.1M 0.12% -594.0 -2.6% $93.61 +28.7%
165 CMCSA COMCAST CORP NEW Communication Services 68,573.0 $2.0M 0.12% -4K -5.0% $29.89 -15.7%
166 USHY ISHARES TR 54,013.0 $2.0M 0.12% $37.40 -1.1%
167 COIN COINBASE GLOBAL INC Financial Services 8,852.0 $2.0M 0.12% -674.0 -7.1% $226.13 -18.2%
168 SAN BANCO SANTANDER SA Financial Services 170,643.0 $2.0M 0.12% +1K +0.8% $11.73 +2.6%
169 WD WALKER & DUNLOP INC Financial Services 32,806.0 $2.0M 0.12% -21K -39.2% $60.15 -16.3%
170 BTI BRITISH AMERN TOB PLC Consumer Defensive 34,627.0 $2.0M 0.12% +554.0 +1.6% $56.62 +15.4%
171 LRCX LAM RESEARCH CORP Technology 11,412.0 $2.0M 0.12% +337.0 +3.0% $171.18 +78.4%
172 PLD PROLOGIS INC. Real Estate 15,168.0 $1.9M 0.12% +374.0 +2.5% $127.66 +14.3%
173 AEP AMERICAN ELEC PWR CO INC Utilities 16,760.0 $1.9M 0.11% -7K -29.8% $115.31 +14.1%
174 BK BANK NEW YORK MELLON CORP Financial Services 16,473.0 $1.9M 0.11% -3K -15.0% $116.09 +19.9%
175 MKC MCCORMICK & CO INC Consumer Defensive 27,903.0 $1.9M 0.11% -351.0 -1.2% $68.11 -29.8%
176 NTRS NORTHERN TR CORP Financial Services 13,314.0 $1.8M 0.11% -179.0 -1.3% $136.59 +22.8%
177 DHR DANAHER CORPORATION Healthcare 7,902.0 $1.8M 0.11% -256.0 -3.1% $228.93 -24.9%
178 DFUS DIMENSIONAL ETF TRUST 24,387.0 $1.8M 0.11% -1K -4.4% $74.17 +9.4%
179 MSCI MSCI INC Financial Services 3,135.0 $1.8M 0.11% -300.0 -8.7% $573.66 +2.6%
180 NFLX NETFLIX INC Communication Services 18,653.0 $1.7M 0.10% +16K +565.0% $93.76 -5.5%
Page 9 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%