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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 703 New
Page 13 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GOVT ISHARES TR 60,113.0 $1.4M 0.08% NEW $23.32 -2.6%
242 KMB KIMBERLY-CLARK CORP Consumer Defensive 11,612.0 $1.4M 0.08% NEW $120.62 -18.1%
243 ING ING GROEP N.V. Financial Services 57,518.0 $1.4M 0.08% NEW $24.29 +28.9%
244 AIG AMERICAN INTL GROUP INC Financial Services 17,569.0 $1.4M 0.08% NEW $79.31 -2.7%
245 PSX PHILLIPS 66 Energy 10,251.0 $1.4M 0.08% NEW $135.42 +28.4%
246 CME CME GROUP INC Financial Services 5,106.0 $1.4M 0.08% NEW $271.09 +4.2%
247 SBUX STARBUCKS CORP Consumer Cyclical 15,844.0 $1.4M 0.08% NEW $87.22 +16.3%
248 UBER UBER TECHNOLOGIES INC Technology 14,331.0 $1.4M 0.08% NEW $96.42 -27.3%
249 SE SEA LTD Consumer Cyclical 8,551.0 $1.4M 0.08% NEW $160.10 -44.4%
250 USMV ISHARES TR 14,309.0 $1.4M 0.08% NEW $94.93 +1.6%
251 HEICO CORP NEW 5,436.0 $1.3M 0.08% NEW $246.67
252 VTEB VANGUARD MUN BD FDS 26,346.0 $1.3M 0.08% NEW $50.58 -1.0%
253 EFG ISHARES TR 11,165.0 $1.3M 0.08% NEW $117.61 +4.5%
254 FE FIRSTENERGY CORP Utilities 28,205.0 $1.3M 0.07% NEW $46.44 +0.4%
255 SDY SPDR SERIES TRUST 9,301.0 $1.3M 0.07% NEW $140.34 +7.0%
256 VXUS VANGUARD STAR FDS 17,263.0 $1.3M 0.07% NEW $75.52 +14.0%
257 VEEV VEEVA SYS INC Healthcare 4,402.0 $1.3M 0.07% NEW $295.69 -46.4%
258 RACE FERRARI N V Consumer Cyclical 3,184.0 $1.3M 0.07% NEW $407.44 -19.0%
259 BX BLACKSTONE INC Financial Services 8,378.0 $1.3M 0.07% NEW $153.85 -23.2%
260 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,775.0 $1.3M 0.07% NEW $222.51 +0.2%
Page 13 of 36  ·  703 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 28.3%
Financial Services 22.4%
Industrials 9.4%
Healthcare 9.0%
Consumer Cyclical 6.7%
Communication Services 6.7%
Consumer Defensive 6.2%
Energy 5.0%
Real Estate 2.6%
Utilities 2.4%