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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 13 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VGK VANGUARD INTL EQUITY INDEX F 14,784.0 $1.3M 0.07% +6K +77.5% $88.54 +4.8%
242 EFG ISHARES TR 10,485.0 $1.3M 0.07% -10K -49.1% $124.42 +0.9%
243 CARR CARRIER GLOBAL CORPORATION Industrials 17,708.0 $1.3M 0.07% +10K +139.1% $73.35 -19.8%
244 JCI JOHNSON CONTROLS INTERNATION Industrials 8,857.0 $1.3M 0.07% +5K +119.7% $146.10 -1.2%
245 SBUX STARBUCKS CORP Consumer Cyclical 12,642.0 $1.3M 0.07% +1K +9.3% $102.19 +5.0%
246 JMBS JANUS DETROIT STR TR 28,693.0 $1.3M 0.07% +2K +7.5% $44.99 -0.9%
247 TPB TURNING PT BRANDS INC Consumer Defensive 15,216.0 $1.3M 0.07% NEW $84.81 +1.6%
248 HSY HERSHEY CO Consumer Defensive 7,352.0 $1.3M 0.07% +3K +75.8% $175.46 +6.0%
249 ECVT ECOVYST INC Basic Materials 103,372.0 $1.3M 0.07% NEW $12.45 -18.9%
250 MKC MCCORMICK & CO INC Consumer Defensive 25,425.0 $1.3M 0.07% -2K -8.9% $50.42 +7.6%
251 SLF SUN LIFE FINANCIAL INC. Financial Services 16,291.0 $1.3M 0.07% $78.42 +1.1%
252 NTRS NORTHERN TR CORP Financial Services 7,320.0 $1.3M 0.07% -6K -45.0% $173.85 +7.7%
253 AEP AMERICAN ELEC PWR CO INC Utilities 9,222.0 $1.3M 0.07% -8K -45.0% $136.81 -9.8%
254 ESOA ENERGY SERVICES OF AMER CORP Industrials 65,028.0 $1.3M 0.07% $19.34 -40.7%
255 IRM IRON MTN INC DEL Real Estate 9,914.0 $1.3M 0.07% -2K -15.9% $126.31 -4.2%
256 MBIN MERCHANTS BANCORP IND Financial Services 25,019.0 $1.3M 0.07% NEW $50.00 +7.2%
257 HEICO CORP NEW 4,807.0 $1.2M 0.07% -678.0 -12.4% $257.89
258 RELX RELX PLC Communication Services 39,076.0 $1.2M 0.07% +978.0 +2.6% $31.67 +11.8%
259 VLTO VERALTO CORP Industrials 13,710.0 $1.2M 0.06% +127.0 +0.9% $88.68 +11.3%
260 ITW ILLINOIS TOOL WKS INC Industrials 4,490.0 $1.2M 0.06% -1K -20.9% $270.47 +5.4%
Page 13 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%