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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  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXTR EXTREME NETWORKS INC Technology 24,605.0 $796K 0.04% NEW $32.37 -30.9%
42 EPSN EPSILON ENERGY LTD Energy 144,461.0 $782K 0.04% NEW $5.41 +3.7%
43 BE BLOOM ENERGY CORP Industrials 2,561.0 $775K 0.04% NEW $302.70 -32.6%
44 SPACE EXPLORATION TECHN CORP 4,461.0 $762K 0.04% NEW $170.86
45 SNDK SANDISK CORP Technology 332.0 $755K 0.04% NEW $2273.73 -34.3%
46 KOS KOSMOS ENERGY LTD Energy 344,279.0 $726K 0.04% NEW $2.11 +35.5%
47 CNR CORE NATURAL RESOURCES INC Energy 8,847.0 $708K 0.04% NEW $80.02 +20.2%
48 BARNES & NOBLE ED INC 56,291.0 $707K 0.04% NEW $12.56
49 RCMT RCM TECHNOLOGIES INC Industrials 24,708.0 $698K 0.04% NEW $28.23 +45.7%
50 MGMT UNIFIED SER TR 13,465.0 $686K 0.04% NEW $50.96 +0.6%
51 GARP ISHARES TR 8,267.0 $682K 0.04% NEW $82.55 -0.1%
52 BLCO BAUSCH PLUS LOMB CORP Healthcare 39,913.0 $661K 0.04% NEW $16.56 +4.6%
53 PHIN PHINIA INC Consumer Cyclical 7,931.0 $653K 0.03% NEW $82.37 -13.5%
54 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,170.0 $653K 0.03% NEW $206.01 +9.5%
55 CASS CASS INFORMATION SYS INC Industrials 12,707.0 $652K 0.03% NEW $51.32 +11.9%
56 ATNI ATN INTL INC Communication Services 24,557.0 $651K 0.03% NEW $26.49 +16.8%
57 OZK BANK OZK LITTLE ROCK ARK Financial Services 12,382.0 $645K 0.03% NEW $52.09 -5.3%
58 DVN DEVON ENERGY CORP NEW Energy 14,814.0 $612K 0.03% NEW $41.32 +16.7%
59 KN KNOWLES CORP Technology 14,600.0 $606K 0.03% NEW $41.48 -21.4%
60 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 51,353.0 $596K 0.03% NEW $11.60 -4.6%
Page 3 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%