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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 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INFY INFOSYS LTD Technology 10,966.0 $115K 0.01% NEW $10.49 +13.8%
142 EMPIRE ST RLTY OP L P 23,269.0 $111K 0.01% NEW $4.75
143 ATAIBECKLEY INC 19,251.0 $101K 0.01% NEW $5.27
144 PWR QUANTA SVCS INC Industrials 139.0 $100K 0.01% NEW $720.34 -14.8%
145 TSLA CALL TESLA INC Consumer Cyclical 200.0 $84K 0.00% NEW $420.60 -15.7%
146 PFE PUT PFIZER INC Healthcare 1,500.0 $36K 0.00% NEW $24.08 +17.9%
Page 8 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%