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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 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BSCR INVESCO EXCH TRD SLF IDX FD 11,800.0 $231K 0.01% -6K -31.8% $19.61 -0.1%
242 BP BP PLC Energy 6,238.0 $230K 0.01% -858.0 -12.1% $36.95 +16.5%
243 BSCQ INVESCO EXCH TRD SLF IDX FD 11,800.0 $230K 0.01% -8K -40.4% $19.52 -0.1%
244 AX AXOS FINANCIAL INC Financial Services 2,350.0 $229K 0.01% -296.0 -11.2% $97.39 +0.1%
245 FTV FORTIVE CORP Technology 3,539.0 $216K 0.01% -256.0 -6.8% $61.09 -2.4%
246 GDX VANECK ETF TRUST 2,858.0 $216K 0.01% -2K -44.6% $75.46 +39.0%
247 CINF CINCINNATI FINL CORP Financial Services 1,161.0 $215K 0.01% -396.0 -25.4% $185.12 -7.4%
248 SNPS SYNOPSYS INC Technology 468.0 $209K 0.01% -1K -69.2% $446.07 -9.5%
249 QSI QUANTUM SI INC Healthcare 158,305.0 $140K 0.01% -30K -15.7% $0.89 -4.8%
250 BFLY BUTTERFLY NETWORK INC Healthcare 11,781.0 $99K 0.01% -175.0 -1.5% $8.42 +8.3%
251 FIX COMFORT SYS USA INC Industrials 35.0 $69K 0.00% -309.0 -89.8% $1985.09 -20.1%
252 WIT WIPRO LTD Technology 25,051.0 $56K 0.00% -13K -34.3% $2.25 -16.2%
253 OCGN OCUGEN INC Healthcare 26,500.0 $41K 0.00% -6K -19.7% $1.53 -7.5%
254 GT BIOPHARMA INC 12,000.0 $6K -1K -7.7% $0.49
Page 13 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%