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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 12 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TEX TEREX CORP NEW Industrials 20,453.0 $1.5M 0.08% NEW $72.39 -9.7%
222 EMR EMERSON ELEC CO Industrials 10,199.0 $1.5M 0.08% -2K -14.9% $143.15 +10.5%
223 VMBS VANGUARD SCOTTSDALE FDS 31,128.0 $1.5M 0.08% -2K -6.3% $46.81 -1.0%
224 TJX TJX COS INC NEW Consumer Cyclical 9,576.0 $1.5M 0.08% -632.0 -6.2% $151.50 -9.7%
225 COP CONOCOPHILLIPS Energy 13,902.0 $1.4M 0.08% -8K -36.7% $103.96 +25.7%
226 GOVT ISHARES TR 63,261.0 $1.4M 0.08% +8K +13.6% $22.78 -1.1%
227 KR KROGER CO Consumer Defensive 25,694.0 $1.4M 0.07% +18K +227.5% $55.53 +5.4%
228 CVCO CAVCO INDS INC DEL Consumer Cyclical 2,306.0 $1.4M 0.07% NEW $614.38 -6.0%
229 CI THE CIGNA GROUP Healthcare 5,095.0 $1.4M 0.07% +992.0 +24.2% $275.65 +1.9%
230 VMC VULCAN MATLS CO Basic Materials 4,754.0 $1.4M 0.07% -133.0 -2.7% $295.04 -7.2%
231 SPYM SPDR SERIES TRUST 15,897.0 $1.4M 0.07% -3K -17.3% $87.88 +2.6%
232 ABT ABBOTT LABORATORIES Healthcare 15,222.0 $1.4M 0.07% -6K -28.9% $90.74 +25.7%
233 SHEL SHELL PLC Energy 17,623.0 $1.4M 0.07% +8K +78.7% $77.54 +17.5%
234 AGM FEDERAL AGRIC MTG CORP Financial Services 6,772.0 $1.3M 0.07% NEW $199.27 +9.5%
235 AVEM AMERICAN CENTY ETF TR 13,913.0 $1.3M 0.07% +1K +10.9% $96.49 -1.9%
236 SEI SOLARIS ENERGY INFRAS INC Energy 16,560.0 $1.3M 0.07% NEW $80.46 -35.6%
237 T AT&T INC Communication Services 64,194.0 $1.3M 0.07% +7K +12.8% $20.70 +25.1%
238 SPIB SPDR SERIES TRUST 39,672.0 $1.3M 0.07% +3K +8.4% $33.46 -0.8%
239 DELL DELL TECHNOLOGIES INC Technology 3,057.0 $1.3M 0.07% -742.0 -19.5% $431.46 +7.5%
240 CBNK CAPITAL BANCORP INC MD Financial Services 37,487.0 $1.3M 0.07% NEW $35.12 +3.6%
Page 12 of 33  ·  658 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%