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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 10 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EQIX EQUINIX INC Real Estate 563.0 $587K 0.03% -381.0 -40.4% $1042.06 +3.0%
182 MKL MARKEL GROUP INC Financial Services 300.0 $586K 0.03% -8.0 -2.6% $1953.01 -7.4%
183 SBR SABINE RTY TR Energy 8,000.0 $586K 0.03% -2K -15.8% $73.20 +1.7%
184 EMB ISHARES TR 5,926.0 $572K 0.03% -45K -88.4% $96.45 -1.1%
185 XLV SELECT SECTOR SPDR TR 3,540.0 $562K 0.03% -1K -22.2% $158.66 +10.5%
186 ACN ACCENTURE PLC IRELAND Technology 4,502.0 $560K 0.03% -692.0 -13.3% $124.45 +50.2%
187 MPWR MONOLITHIC PWR SYS INC Technology 392.0 $542K 0.03% -294.0 -42.9% $1383.79 -5.8%
188 EMXC ISHARES INC 5,270.0 $539K 0.03% -2K -26.6% $102.29 -3.9%
189 IUSV ISHARES TR 4,431.0 $488K 0.03% -3K -41.5% $110.14 +4.4%
190 SPSM SPDR SERIES TRUST 8,306.0 $479K 0.03% -221.0 -2.6% $57.67 -1.1%
191 CF CF INDUSTRIES HOLD Basic Materials 4,381.0 $474K 0.03% -695.0 -13.7% $108.27 +17.5%
192 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,622.0 $471K 0.03% -115.0 -6.6% $290.58 -9.8%
193 IYW ISHARES TR 1,867.0 $471K 0.03% -35.0 -1.8% $252.23 -2.5%
194 VOT VANGUARD INDEX FDS 1,527.0 $468K 0.03% -678.0 -30.8% $306.20 -0.8%
195 DLR DIGITAL RLTY TR INC Real Estate 2,583.0 $464K 0.02% -2K -44.1% $179.57 +7.1%
196 ALC ALCON AG Healthcare 6,821.0 $458K 0.02% -2K -26.3% $67.10 +9.3%
197 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,535.0 $450K 0.02% -232.0 -13.1% $293.22 +3.6%
198 VTEB VANGUARD MUN BD FDS 8,617.0 $436K 0.02% -11K -55.2% $50.58 -2.0%
199 NU NU HLDGS LTD Financial Services 32,486.0 $434K 0.02% -6K -14.6% $13.36 +13.3%
200 F FORD MTR CO Consumer Cyclical 30,968.0 $430K 0.02% -6K -16.0% $13.90 +0.4%
Page 10 of 13  ·  254 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%