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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 4 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC Healthcare 168,925.0 $4.1M 0.21% -11K -5.9% $24.08 +17.9%
62 RIO RIO TINTO PLC Basic Materials 40,781.0 $3.9M 0.20% -4K -8.0% $94.93 +12.0%
63 GS GOLDMAN SACHS GROUP INC Financial Services 3,678.0 $3.7M 0.20% -253.0 -6.4% $1011.29 +4.3%
64 ANET ARISTA NETWORKS INC Technology 21,821.0 $3.7M 0.20% -136.0 -0.6% $169.88 +10.9%
65 XLK SELECT SECTOR SPDR TR 18,945.0 $3.6M 0.19% -676.0 -3.5% $190.52 -4.9%
66 WFC WELLS FARGO & CO Financial Services 43,002.0 $3.6M 0.19% -23K -34.4% $82.64 +2.0%
67 QCOM QUALCOMM INC Technology 18,900.0 $3.5M 0.18% -246.0 -1.3% $184.79 -13.5%
68 CACI CACI INTL INC Technology 7,385.0 $3.4M 0.18% -2K -22.0% $463.26 +32.5%
69 GM GENERAL MTRS CO Consumer Cyclical 44,259.0 $3.4M 0.18% -7K -13.0% $77.08 +12.6%
70 KO COCA COLA CO Consumer Defensive 37,342.0 $3.0M 0.16% -8K -18.0% $81.27 +13.1%
71 USB US BANCORP Financial Services 48,900.0 $3.0M 0.15% -4K -7.3% $60.40 +3.1%
72 GD GENERAL DYNAMICS CORP Industrials 8,168.0 $2.9M 0.15% -2K -19.9% $354.23 +6.2%
73 SCHO SCHWAB STRATEGIC TR 117,506.0 $2.8M 0.15% -10K -7.8% $24.14 -0.1%
74 PNC PNC FINL SVCS GROUP INC Financial Services 11,388.0 $2.8M 0.15% -3K -19.3% $246.22 -0.9%
75 VTI VANGUARD INDEX FDS 7,559.0 $2.8M 0.15% -7K -46.8% $370.06 +2.0%
76 OMF ONEMAIN HLDGS INC Financial Services 45,567.0 $2.8M 0.15% -614.0 -1.3% $60.97 +3.5%
77 QUAL ISHARES TR 12,226.0 $2.7M 0.14% -2K -14.0% $219.43 +2.0%
78 IEFA ISHARES TR 27,232.0 $2.6M 0.14% -3K -8.7% $96.58 +4.8%
79 IWD ISHARES TR 10,625.0 $2.6M 0.14% -5K -33.0% $242.44 +6.4%
80 SYF SYNCHRONY FINANCIAL Financial Services 33,227.0 $2.5M 0.13% -1K -3.8% $76.05 +5.6%
Page 4 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%