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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 9 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROK ROCKWELL AUTOMATION INC Industrials 1,497.0 $741K 0.04% -84.0 -5.3% $495.03 -13.3%
162 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 11,885.0 $721K 0.04% -1K -11.1% $60.67 +21.7%
163 R RYDER SYS INC Industrials 2,730.0 $720K 0.04% -272.0 -9.1% $263.80 -6.7%
164 GWW WW GRAINGER INC Industrials 525.0 $714K 0.04% -31.0 -5.6% $1359.84 -4.3%
165 XEL XCEL ENERGY INC Utilities 8,832.0 $709K 0.04% -11K -55.9% $80.30 -3.9%
166 GIS GENERAL MILLS INC Consumer Defensive 20,204.0 $703K 0.04% -2K -10.6% $34.80 +14.3%
167 LNG CHENIERE ENERGY INC Energy 2,894.0 $692K 0.04% -104.0 -3.5% $239.03 +16.6%
168 D DOMINION ENERGY INC Utilities 10,009.0 $684K 0.04% -2K -13.6% $68.29 -2.0%
169 GILD GILEAD SCIENCES INC Healthcare 5,290.0 $668K 0.04% -6K -52.6% $126.35 +17.7%
170 CSGP COSTAR GROUP INC Real Estate 23,556.0 $667K 0.04% -1K -4.9% $28.32 +15.9%
171 HPQ HP INC Technology 30,155.0 $662K 0.04% -3K -8.8% $21.94 +34.6%
172 SPHQ INVESCO EXCHANGE TRADED FD T 7,231.0 $651K 0.03% -2K -21.9% $90.09 -4.5%
173 MMM 3M CO Industrials 3,896.0 $631K 0.03% -129.0 -3.2% $161.89 +10.8%
174 IVW ISHARES TR 4,528.0 $623K 0.03% -305.0 -6.3% $137.54 +0.9%
175 IGSB ISHARES TR 11,856.0 $621K 0.03% -77.0 -0.7% $52.41 -0.3%
176 RGLD ROYAL GOLD INC Basic Materials 3,108.0 $620K 0.03% -215.0 -6.5% $199.58 +34.2%
177 MUB ISHARES TR 5,756.0 $619K 0.03% -5K -44.3% $107.61 -1.9%
178 CTVA CORTEVA INC Basic Materials 7,027.0 $595K 0.03% -2K -20.5% $84.69 -1.9%
179 UBER UBER TECHNOLOGIES INC Technology 8,237.0 $594K 0.03% -5K -36.0% $72.16 +11.4%
180 IXUS ISHARES TR 6,210.0 $593K 0.03% -318.0 -4.9% $95.44 +3.1%
Page 9 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%