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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MMS MAXIMUS INC Industrials 6,944 $599K 0.04% SOLD
42 ALK ALASKA AIR GROUP INC Industrials 11,814 $594K 0.04% SOLD
43 SIGI SELECTIVE INS GROUP INC Financial Services 7,055 $590K 0.04% SOLD
44 STAG STAG INDL INC Real Estate 15,936 $586K 0.04% SOLD
45 WEX WEX INC Technology 3,928 $585K 0.04% SOLD
46 LAUR LAUREATE EDUCATION INC Consumer Defensive 17,183 $579K 0.03% SOLD
47 LNTH LANTHEUS HLDGS INC Healthcare 8,455 $563K 0.03% SOLD
48 AXTA AXALTA COATING SYS LTD Basic Materials 17,166 $555K 0.03% SOLD
49 TKR TIMKEN CO Industrials 6,576 $553K 0.03% SOLD
50 KFY KORN FERRY Industrials 8,301 $548K 0.03% SOLD
51 REGCO REGENCY CTRS CORP 7,918 $547K 0.03% SOLD
52 AFG AMERICAN FINL GROUP INC OHIO Financial Services 3,934 $538K 0.03% SOLD
53 KRG KITE RLTY GROUP TR Real Estate 22,369 $536K 0.03% SOLD
54 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,803 $536K 0.03% SOLD
55 BDC BELDEN INC Technology 4,555 $531K 0.03% SOLD
56 AVT AVNET INC Technology 10,955 $527K 0.03% SOLD
57 VVV VALVOLINE INC Energy 18,108 $526K 0.03% SOLD
58 ESNT ESSENT GROUP LTD Financial Services 7,977 $519K 0.03% SOLD
59 EXPAND ENERGY CORPORATION 4,662 $514K 0.03% SOLD
60 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,524 $514K 0.03% SOLD
Page 3 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%