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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 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 IWP ISHARES TR 2,350 $322K 0.02% SOLD
102 HYMB SPDR SERIES TRUST 12,672 $316K 0.02% SOLD
103 IBB ISHARES TR 1,694 $286K 0.02% SOLD
104 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,589 $272K 0.02% SOLD
105 PLNT PLANET FITNESS INC Consumer Cyclical 2,486 $270K 0.02% SOLD
106 OMC OMNICOM GROUP INC Communication Services 3,305 $267K 0.02% SOLD
107 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,757 $257K 0.01% SOLD
108 DD DUPONT DE NEMOURS INC Basic Materials 6,293 $253K 0.01% SOLD
109 DEO DIAGEO PLC Consumer Defensive 2,861 $247K 0.01% SOLD
110 MTZ MASTEC INC Industrials 1,129 $245K 0.01% SOLD
111 MAREX GROUP PLC 6,363 $244K 0.01% SOLD
112 WGO WINNEBAGO INDS INC Consumer Cyclical 5,916 $240K 0.01% SOLD
113 TRU TRANSUNION Industrials 2,675 $229K 0.01% SOLD
114 ULTA ULTA BEAUTY INC Consumer Cyclical 378 $229K 0.01% SOLD
115 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,007 $228K 0.01% SOLD
116 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,400 $227K 0.01% SOLD
117 BSV VANGUARD BD INDEX FDS 2,863 $226K 0.01% SOLD
118 APP APPLOVIN CORP Technology 333 $224K 0.01% SOLD
119 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 4,802 $224K 0.01% SOLD
120 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,490 $223K 0.01% SOLD
Page 6 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%