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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 14 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGO ASSURED GUARANTY LTD Financial Services 15,031.0 $1.2M 0.06% -14K -48.1% $80.16 -5.3%
262 SPYG SPDR SERIES TRUST 10,110.0 $1.2M 0.06% -3K -25.4% $118.99 +0.8%
263 ITOT ISHARES TR 7,322.0 $1.2M 0.06% +1K +16.0% $164.26 +2.2%
264 BLK BLACKROCK INC Financial Services 1,250.0 $1.2M 0.06% -83.0 -6.2% $961.60 +22.0%
265 MDLZ MONDELEZ INTL INC Consumer Defensive 20,715.0 $1.2M 0.06% +12K +136.5% $57.84 +8.9%
266 LSTR LANDSTAR SYS INC Industrials 5,769.0 $1.2M 0.06% NEW $206.81 -12.2%
267 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,662.0 $1.2M 0.06% -7K -24.9% $57.62 +17.2%
268 STT STATE STR CORP Financial Services 6,986.0 $1.2M 0.06% -1K -13.3% $169.60 +14.2%
269 SPYV SPDR SERIES TRUST 19,383.0 $1.2M 0.06% -6K -22.5% $60.79 +4.8%
270 VLO VALERO ENERGY CORP Energy 4,512.0 $1.2M 0.06% -5K -50.1% $260.45 +33.6%
271 WMB WILLIAMS COS INC Energy 15,804.0 $1.2M 0.06% -2K -9.8% $74.34 +0.1%
272 AFL AFLAC INC Financial Services 9,990.0 $1.2M 0.06% -558.0 -5.3% $117.25 +0.1%
273 ETN EATON CORP PLC Industrials 2,723.0 $1.2M 0.06% +505.0 +22.8% $426.07 -1.6%
274 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 30,133.0 $1.1M 0.06% NEW $38.15 +0.7%
275 GEO GEO GROUP INC Industrials 38,744.0 $1.1M 0.06% NEW $29.55 +10.9%
276 DIA STATE STR SPDR DOW JONES IND Financial Services 2,191.0 $1.1M 0.06% -234.0 -9.7% $522.50 +2.2%
277 MTUM ISHARES TR 3,336.0 $1.1M 0.06% -1K -24.6% $342.84 -11.3%
278 DIS DISNEY WALT CO Communication Services 11,866.0 $1.1M 0.06% +5K +71.9% $96.25 +13.9%
279 XLF SELECT SECTOR SPDR TR 21,223.0 $1.1M 0.06% -2K -6.7% $53.61 +8.6%
280 AIG AMERICAN INTL GROUP INC Financial Services 15,247.0 $1.1M 0.06% -2K -13.2% $74.53 +3.3%
Page 14 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%