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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEUR ISHARES TR 23,235.0 $1.7M 0.09% +1K +4.8% $75.17 +4.7%
82 CME CME GROUP INC Financial Services 7,790.0 $1.7M 0.09% +2K +28.1% $220.84 +25.9%
83 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,628.0 $1.7M 0.09% +4K +92.6% $223.95 +26.1%
84 WEC WEC ENERGY GROUP INC Utilities 14,573.0 $1.7M 0.09% +9K +147.6% $116.77 -8.0%
85 AMT AMERICAN TOWER CORP Real Estate 10,140.0 $1.7M 0.09% +8K +474.2% $163.57 +8.4%
86 DVY ISHARES TR 10,560.0 $1.7M 0.09% +113.0 +1.1% $156.29 +4.7%
87 XLP SELECT SECTOR SPDR TR 19,807.0 $1.6M 0.09% +2K +8.2% $83.07 +4.0%
88 AVDV AMERICAN CENTY ETF TR 15,909.0 $1.6M 0.09% +395.0 +2.5% $103.05 +8.9%
89 VB VANGUARD INDEX FDS 5,308.0 $1.6M 0.08% +2K +42.4% $303.10 -0.1%
90 SDY SPDR SERIES TRUST 10,493.0 $1.6M 0.08% +1K +12.7% $152.18 +3.9%
91 VXUS VANGUARD STAR FDS 18,537.0 $1.6M 0.08% +1K +6.5% $85.49 +2.7%
92 DHR DANAHER CORP DEL Healthcare 8,284.0 $1.6M 0.08% +382.0 +4.8% $190.47 +13.6%
93 OWL BLUE OWL CAPITAL INC Financial Services 176,061.0 $1.5M 0.08% +9K +5.5% $8.75 +33.0%
94 VRIG INVESCO ACTIVELY MANAGED EXC 59,959.0 $1.5M 0.08% +3K +5.6% $25.07 -0.1%
95 GOVT ISHARES TR 63,261.0 $1.4M 0.08% +8K +13.6% $22.78 -1.1%
96 KR KROGER CO Consumer Defensive 25,694.0 $1.4M 0.07% +18K +227.5% $55.53 +5.0%
97 CI THE CIGNA GROUP Healthcare 5,095.0 $1.4M 0.07% +992.0 +24.2% $275.65 +0.5%
98 SHEL SHELL PLC Energy 17,623.0 $1.4M 0.07% +8K +78.7% $77.54 +19.2%
99 AVEM AMERICAN CENTY ETF TR 13,913.0 $1.3M 0.07% +1K +10.9% $96.49 -2.3%
100 T AT&T INC Communication Services 64,194.0 $1.3M 0.07% +7K +12.8% $20.70 +23.9%
Page 5 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%