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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 14 of 36  ·  703 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CEG CONSTELLATION ENERGY CORP Utilities 3,282.0 $1.3M 0.07% NEW $391.21 -26.4%
262 INTU INTUIT Technology 1,864.0 $1.3M 0.07% NEW $683.49 -54.5%
263 ADBE ADOBE INC Technology 3,552.0 $1.3M 0.07% NEW $357.80 -33.1%
264 SYK STRYKER CORPORATION Healthcare 3,261.0 $1.3M 0.07% NEW $383.67 -21.3%
265 SPIB SPDR SERIES TRUST 36,590.0 $1.2M 0.07% NEW $34.07 -1.8%
266 NUE NUCOR CORP Basic Materials 8,645.0 $1.2M 0.07% NEW $144.15 +69.4%
267 ICLR ICON PLC Healthcare 6,839.0 $1.2M 0.07% NEW $182.03 -36.2%
268 TWLO TWILIO INC Communication Services 10,864.0 $1.2M 0.07% NEW $114.49 +62.0%
269 XLF SELECT SECTOR SPDR TR 22,720.0 $1.2M 0.07% NEW $53.33 -3.6%
270 LNG CHENIERE ENERGY INC Energy 5,500.0 $1.2M 0.07% NEW $219.78 +6.0%
271 CRH PLC 9,943.0 $1.2M 0.07% NEW $120.96
272 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,700.0 $1.2M 0.07% NEW $43.39 +34.8%
273 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,525.0 $1.2M 0.07% NEW $475.27 +6.6%
274 CSL CARLISLE COS INC Industrials 3,539.0 $1.2M 0.07% NEW $338.60 +1.6%
275 MRSH MARSH & MCLENNAN COS INC Financial Services 6,329.0 $1.2M 0.07% NEW $187.63 -14.3%
276 D DOMINION ENERGY INC Utilities 19,457.0 $1.2M 0.07% NEW $60.80 +10.3%
277 TRP TC ENERGY CORP Energy 23,160.0 $1.2M 0.07% NEW $50.49 +36.3%
278 KR KROGER CO Consumer Defensive 17,075.0 $1.2M 0.07% NEW $68.03 -4.6%
279 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,084.0 $1.1M 0.07% NEW $280.54 -22.4%
280 C CITIGROUP INC Financial Services 11,336.0 $1.1M 0.07% NEW $100.99 +23.8%
Page 14 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%