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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 PI IMPINJ INC Technology 1,276 $222K 0.01% SOLD
122 BLACKROCK MUN INCOME QUALITY 20,025 $219K 0.01% SOLD
123 ALAB ASTERA LABS INC Technology 1,310 $218K 0.01% SOLD
124 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,521 $207K 0.01% SOLD
125 PFF ISHARES TR 6,555 $203K 0.01% SOLD
126 WDAY WORKDAY INC Technology 936 $201K 0.01% SOLD
127 BLACKROCK MUNIVEST FD INC 27,539 $191K 0.01% SOLD
128 VTRS VIATRIS INC Healthcare 13,908 $173K 0.01% SOLD
129 EP EMPIRE PETE CORP Energy 53,830 $164K 0.01% SOLD
130 JBI JANUS INTERNATIONAL GROUP IN Industrials 21,800 $143K 0.01% SOLD
131 FRSH FRESHWORKS INC Technology 10,301 $126K 0.01% SOLD
132 BLACKROCK MUNIYIELD QUALITY 12,513 $126K 0.01% SOLD
133 BLACKROCK INCOME TR INC 10,559 $117K 0.01% SOLD
134 JBLU JETBLUE AWYS CORP Industrials 21,560 $98K 0.01% SOLD
135 PTON PELOTON INTERACTIVE INC Consumer Cyclical 14,770 $91K 0.01% SOLD
136 ATAI ATAI BECKLEY NV Healthcare 19,178 $78K 0.01% SOLD
137 MSOS ADVISORSHARES TR 10,085 $48K 0.00% SOLD
138 SES SES AI CORPORATION Consumer Cyclical 20,000 $36K 0.00% SOLD
139 BITCOIN DEPOT INC 23,174 $30K 0.00% SOLD
140 STRIVE INC 34,753 $26K 0.00% SOLD
Page 7 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%