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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 11 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,701.0 $429K 0.02% -2K -34.0% $91.21 -19.3%
202 VRSN VERISIGN INC Technology 1,696.0 $427K 0.02% -69.0 -3.9% $251.52 +16.1%
203 VHT VANGUARD WORLD FD 1,424.0 $426K 0.02% -13.0 -0.9% $299.11 +10.1%
204 MRVL MARVELL TECHNOLOGY INC Technology 1,403.0 $418K 0.02% -1K -43.1% $297.83 -19.1%
205 Q QNITY ELECTRONICS INC Technology 2,426.0 $396K 0.02% -866.0 -26.3% $163.32 -22.3%
206 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,397.0 $389K 0.02% -137.0 -3.9% $114.41 -16.1%
207 FLEX FLEX LTD Technology 2,393.0 $388K 0.02% -12K -83.8% $162.07 -33.6%
208 PYPL PAYPAL HLDGS INC Financial Services 8,946.0 $386K 0.02% -19K -68.0% $43.18 +44.0%
209 IWB ISHARES TR 922.0 $377K 0.02% -819.0 -47.0% $409.33 +2.4%
210 APTIV PLC 5,853.0 $359K 0.02% -243.0 -4.0% $61.38
211 DES WISDOMTREE TR 8,587.0 $349K 0.02% -2K -18.6% $40.68 -0.4%
212 FNB F N B CORP Financial Services 17,672.0 $337K 0.02% -401.0 -2.2% $19.08 -3.7%
213 CWEN CLEARWAY ENERGY INC Utilities 9,737.0 $333K 0.02% -306.0 -3.0% $34.18 -4.0%
214 UMC UNITED MICROELECTRONICS CORP Technology 12,120.0 $330K 0.02% -968.0 -7.4% $27.21 -28.1%
215 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 158.0 $329K 0.02% -18.0 -10.2% $2080.79 +3.9%
216 TNA DIREXION SHARES ETF TRUST 4,326.0 $325K 0.02% -414.0 -8.7% $75.12 -3.9%
217 GSK GSK PLC Healthcare 6,121.0 $321K 0.02% -23K -79.2% $52.42 -0.9%
218 CSL CARLISLE COS INC Industrials 865.0 $314K 0.02% -3K -74.7% $362.63 -0.4%
219 AUB ATLANTIC UN BANKSHARES CORP Financial Services 7,136.0 $302K 0.02% -1K -15.9% $42.31 -4.4%
220 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,166.0 $298K 0.02% -4K -79.0% $255.93 +31.1%
Page 11 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%