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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.9B AUM 660 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 146 New 214 Added 254 Reduced 144 Exited
Page 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 10,564.0 $385K 0.02% +3K +48.2% $36.49 +6.9%
182 CL COLGATE PALMOLIVE CO Consumer Defensive 4,179.0 $383K 0.02% +32.0 +0.8% $91.68 -0.1%
183 FERG FERGUSON ENTERPRISES INC Industrials 1,608.0 $382K 0.02% +30.0 +1.9% $237.34 -1.2%
184 MGNI MAGNITE INC Communication Services 20,106.0 $382K 0.02% +3K +18.3% $18.98 +24.9%
185 HDV ISHARES TR 13,182.0 $361K 0.02% +11K +500.0% $27.41 +8.8%
186 IEF ISHARES TR 3,820.0 $361K 0.02% +591.0 +18.3% $94.57 -1.2%
187 CLBT CELLEBRITE DI LTD Technology 23,197.0 $339K 0.02% +13K +126.4% $14.60 -22.8%
188 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,896.0 $338K 0.02% +2K +2030.3% $178.24 +19.6%
189 WELL WELLTOWER INC Real Estate 1,467.0 $333K 0.02% +82.0 +5.9% $226.92 +6.1%
190 IWS ISHARES TR 2,002.0 $330K 0.02% +116.0 +6.2% $164.62 +4.3%
191 NXPI NXP SEMICONDUCTORS N V Technology 1,130.0 $318K 0.02% +201.0 +21.6% $281.14 -20.2%
192 NKE NIKE INC Consumer Cyclical 7,532.0 $309K 0.02% +2K +45.7% $41.05 -3.4%
193 FN FABRINET Technology 539.0 $303K 0.02% +76.0 +16.4% $562.08 -23.5%
194 A AGILENT TECHNOLOGIES INC Healthcare 2,268.0 $301K 0.02% +437.0 +23.9% $132.85 +16.6%
195 SCHP SCHWAB STRATEGIC TR 11,279.0 $299K 0.02% +3K +28.5% $26.50 -1.6%
196 HAL HALLIBURTON CO Energy 8,671.0 $294K 0.01% +1K +14.6% $33.95 +0.6%
197 TEAM ATLASSIAN CORPORATION Technology 3,755.0 $292K 0.01% +676.0 +22.0% $77.79 +116.5%
198 SCHM SCHWAB STRATEGIC TR 7,690.0 $284K 0.01% +251.0 +3.4% $36.87 -2.8%
199 KB KB FINL GROUP INC Financial Services 2,632.0 $276K 0.01% +150.0 +6.0% $104.96 +14.6%
200 SINCLAIR INC 19,016.0 $271K 0.01% +7K +60.0% $14.25
Page 10 of 11  ·  214 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 29.7%
Financial Services 21.4%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 7.0%
Consumer Defensive 6.2%
Communication Services 5.6%
Energy 5.1%
Real Estate 2.5%
Utilities 2.0%