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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 5 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDT MEDTRONIC PLC Healthcare 32,300.0 $2.5M 0.13% -7K -17.0% $78.23 +17.2%
82 MS MORGAN STANLEY Financial Services 12,036.0 $2.5M 0.13% -68.0 -0.6% $209.04 +3.0%
83 SO SOUTHERN CO Utilities 25,643.0 $2.5M 0.13% -691.0 -2.6% $95.71 -5.9%
84 ENB ENBRIDGE INC Energy 43,373.0 $2.4M 0.12% -632.0 -1.4% $54.21 -8.1%
85 HCA HCA HEALTHCARE INC Healthcare 5,928.0 $2.3M 0.12% -789.0 -11.8% $389.89 +9.9%
86 MET METLIFE INC Financial Services 26,767.0 $2.3M 0.12% -7K -20.3% $84.61 +12.8%
87 SAN BANCO SANTANDER SA Financial Services 160,400.0 $2.2M 0.12% -10K -6.0% $13.80 +5.8%
88 SPLV INVESCO EXCH TRADED FD TR II 28,958.0 $2.2M 0.11% -859.0 -2.9% $74.90 +1.1%
89 TOTALENERGIES SE 27,824.0 $2.2M 0.11% -10K -25.5% $77.76
90 TPR TAPESTRY INC Consumer Cyclical 14,726.0 $2.2M 0.11% -10K -39.7% $146.38 -10.9%
91 MCD MCDONALDS CORP Consumer Cyclical 7,849.0 $2.1M 0.11% -3K -28.3% $270.31 -0.4%
92 MPC MARATHON PETE CORP Energy 7,835.0 $2.0M 0.10% -2K -17.0% $255.66 +40.3%
93 NSC NORFOLK SOUTHN CORP Industrials 6,304.0 $2.0M 0.10% -8K -55.8% $314.59 +11.8%
94 BTI BRITISH AMERN TOB PLC Consumer Defensive 31,622.0 $2.0M 0.10% -3K -8.7% $61.76 -8.7%
95 SGOV ISHARES TR 19,270.0 $1.9M 0.10% -2K -10.9% $100.67 -0.0%
96 IEI ISHARES TR 16,510.0 $1.9M 0.10% -2K -12.0% $117.45 -0.6%
97 USHY ISHARES TR 51,624.0 $1.9M 0.10% -2K -4.4% $37.02 -0.2%
98 PLD PROLOGIS INC. Real Estate 13,861.0 $1.9M 0.10% -1K -8.6% $135.47 +5.8%
99 O REALTY INCOME CORP Real Estate 30,065.0 $1.9M 0.10% -11K -26.5% $61.96 +1.4%
100 TXN TEXAS INSTRS INC Technology 6,128.0 $1.8M 0.10% -3K -32.3% $298.05 -12.9%
Page 5 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%