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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ROP ROPER TECHNOLOGIES INC Industrials 928 $413K 0.02% SOLD
82 PAYC PAYCOM SOFTWARE INC Technology 2,578 $411K 0.02% SOLD
83 INGR INGREDION INC Consumer Defensive 3,703 $408K 0.02% SOLD
84 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 14,436 $405K 0.02% SOLD
85 PBF PBF ENERGY INC Energy 14,912 $404K 0.02% SOLD
86 MANH MANHATTAN ASSOCIATES INC Technology 2,322 $402K 0.02% SOLD
87 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 6,795 $400K 0.02% SOLD
88 CPT CAMDEN PPTY TR Real Estate 3,593 $396K 0.02% SOLD
89 FLUTTER ENTMT PLC 1,815 $390K 0.02% SOLD
90 EQH EQUITABLE HLDGS INC Financial Services 8,059 $384K 0.02% SOLD
91 TGLS TECNOGLASS INC Basic Materials 7,418 $373K 0.02% SOLD
92 AIR LEASE CORP 5,707 $367K 0.02% SOLD
93 OTIS OTIS WORLDWIDE CORP Industrials 4,093 $358K 0.02% SOLD
94 WLY WILEY JOHN & SONS INC Communication Services 11,510 $353K 0.02% SOLD
95 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 8,125 $352K 0.02% SOLD
96 MTDR MATADOR RES CO Energy 8,233 $349K 0.02% SOLD
97 LEIDOS HOLDINGS INC 1,876 $339K 0.02% SOLD
98 GLDM WORLD GOLD TR Financial Services 3,950 $337K 0.02% SOLD
99 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 6,169 $333K 0.02% SOLD
100 ABM ABM INDS INC Industrials 7,853 $332K 0.02% SOLD
Page 5 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%