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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 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CMC COMMERCIAL METALS CO Basic Materials 11,079 $767K 0.04% SOLD
22 SOUTHSTATE BK CORP 8,096 $762K 0.04% SOLD
23 DOV DOVER CORP Industrials 3,861 $754K 0.04% SOLD
24 ICUI ICU MED INC Healthcare 5,189 $740K 0.04% SOLD
25 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 14,061 $730K 0.04% SOLD
26 ABCB AMERIS BANCORP Financial Services 9,807 $728K 0.04% SOLD
27 HBAN HUNTINGTON BANCSHARES INC Financial Services 41,834 $726K 0.04% SOLD
28 KEX KIRBY CORP Industrials 6,384 $703K 0.04% SOLD
29 ALLE ALLEGION PLC Industrials 4,384 $698K 0.04% SOLD
30 CRH PLC 5,381 $672K 0.04% SOLD
31 WBS WEBSTER FINL CORP Financial Services 10,581 $666K 0.04% SOLD
32 EWBC EAST WEST BANCORP INC Financial Services 5,878 $661K 0.04% SOLD
33 CCK CROWN HLDGS INC Consumer Cyclical 6,388 $658K 0.04% SOLD
34 JBHT HUNT J B TRANS SVCS INC Industrials 3,324 $646K 0.04% SOLD
35 ABNB AIRBNB INC Consumer Cyclical 4,725 $641K 0.04% SOLD
36 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 6,520 $638K 0.04% SOLD
37 MRSH MARSH & MCLENNAN COS INC Financial Services 3,390 $629K 0.04% SOLD
38 EVEREST GROUP LTD 1,814 $616K 0.04% SOLD
39 IDA IDACORP INC Utilities 4,815 $609K 0.04% SOLD
40 NI NISOURCE INC Utilities 14,474 $604K 0.04% SOLD
Page 2 of 8  ·  144 positions
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%