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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM 656 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 232 Added 282 Reduced 76 Exited
Page 10 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ECL ECOLAB INC Basic Materials 6,601.0 $1.7M 0.10% $262.52 -3.7%
182 IEMG ISHARES INC 25,437.0 $1.7M 0.10% +372.0 +1.5% $67.22 +23.7%
183 VEA VANGUARD TAX-MANAGED FDS 27,304.0 $1.7M 0.10% -21K -43.0% $62.47 +14.6%
184 EBAY EBAY INC. Consumer Cyclical 19,573.0 $1.7M 0.10% +288.0 +1.5% $87.10 +32.4%
185 CSGP COSTAR GROUP INC Real Estate 24,770.0 $1.7M 0.10% +457.0 +1.9% $67.24 -50.8%
186 CME CME GROUP INC Financial Services 6,083.0 $1.7M 0.10% +977.0 +19.1% $273.10 +4.3%
187 KHC KRAFT HEINZ CO Consumer Defensive 68,375.0 $1.7M 0.10% +7K +11.7% $24.25 -1.3%
188 DHI D R HORTON INC Consumer Cyclical 11,423.0 $1.6M 0.10% +3K +28.2% $144.03 +0.1%
189 PYPL PAYPAL HLDGS INC Financial Services 27,970.0 $1.6M 0.10% -571.0 -2.0% $58.38 -24.6%
190 GLW CORNING INC Technology 18,645.0 $1.6M 0.10% -428.0 -2.2% $87.56 +125.1%
191 SNY SANOFI SA Healthcare 33,484.0 $1.6M 0.10% -1K -2.9% $48.46 -8.4%
192 EMR EMERSON ELEC CO Industrials 11,982.0 $1.6M 0.09% $132.72 +4.6%
193 TWLO TWILIO INC Communication Services 11,141.0 $1.6M 0.09% +277.0 +2.5% $142.24 +31.8%
194 IEUR ISHARES TR 22,175.0 $1.6M 0.09% $70.98 +7.3%
195 TXN TEXAS INSTRS INC Technology 9,057.0 $1.6M 0.09% +3K +40.7% $173.49 +85.6%
196 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,540.0 $1.6M 0.09% -235.0 -4.1% $283.30 -21.6%
197 TJX TJX COS INC NEW Consumer Cyclical 10,208.0 $1.6M 0.09% -68.0 -0.7% $153.61 +3.3%
198 VMBS VANGUARD SCOTTSDALE FDS 33,229.0 $1.6M 0.09% -30K -47.8% $47.08 -0.9%
199 XLE SELECT SECTOR SPDR TR 34,629.0 $1.5M 0.09% +17K +100.1% $44.71 +31.4%
200 SPYM SPDR SERIES TRUST 19,220.0 $1.5M 0.09% -9K -31.0% $80.22 +9.9%
Page 10 of 33  ·  656 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 27.2%
Financial Services 23.8%
Industrials 9.0%
Healthcare 8.8%
Communication Services 7.3%
Consumer Cyclical 7.1%
Consumer Defensive 5.8%
Energy 5.0%
Real Estate 2.4%
Utilities 2.1%