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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  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CLSE TRUST FOR PROFESSIONAL MANAG 8,589.0 $293K 0.01% NEW $34.14 -2.4%
102 TER TERADYNE INC Technology 574.0 $278K 0.01% NEW $483.85 -23.9%
103 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,038.0 $270K 0.01% NEW $11.74 -4.4%
104 RKLB ROCKET LAB CORP Industrials 2,653.0 $270K 0.01% NEW $101.66 -33.8%
105 PENG PENGUIN SOLUTIONS INC Technology 3,535.0 $269K 0.01% NEW $76.01 -34.6%
106 MBB ISHARES TR 2,835.0 $268K 0.01% NEW $94.52 -0.9%
107 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,898.0 $264K 0.01% NEW $139.08 -3.1%
108 DCO DUCOMMUN INC DEL Industrials 1,408.0 $261K 0.01% NEW $185.21 -1.1%
109 NLR VANECK ETF TRUST 2,243.0 $260K 0.01% NEW $116.00 +6.7%
110 SXI STANDEX INTL CORP Industrials 721.0 $258K 0.01% NEW $357.87 -15.5%
111 BLOCK INC 3,322.0 $252K 0.01% NEW $76.00
112 STRL STERLING INFRASTRUCTURE INC Industrials 293.0 $246K 0.01% NEW $839.36 -41.6%
113 DGX QUEST DIAGNOSTICS INC Healthcare 1,131.0 $240K 0.01% NEW $212.03 +14.8%
114 WHR CALL WHIRLPOOL CORP Consumer Cyclical 6,000.0 $237K 0.01% NEW $39.42 +3.4%
115 TGT TARGET CORP Consumer Defensive 1,790.0 $234K 0.01% NEW $130.59 +25.6%
116 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,002.0 $234K 0.01% NEW $233.11 +0.9%
117 FBND FIDELITY MERRIMACK STR TR 5,097.0 $232K 0.01% NEW $45.49 -0.8%
118 BROOKFIELD ASSET MANAGMT LTD 5,117.0 $229K 0.01% NEW $44.85
119 MGK VANGUARD WORLD FD 2,601.0 $229K 0.01% NEW $87.90 +1.1%
120 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,387.0 $228K 0.01% NEW $164.27 -1.1%
Page 6 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%