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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 15 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DLTR DOLLAR TREE INC Consumer Defensive 9,178.0 $1.1M 0.06% NEW $120.95 +9.7%
282 BIV VANGUARD BD INDEX FDS 14,449.0 $1.1M 0.06% +1K +8.5% $76.70 -1.3%
283 COF CAPITAL ONE FINL CORP Financial Services 5,480.0 $1.1M 0.06% -748.0 -12.0% $200.63 +8.1%
284 PANW PALO ALTO NETWORKS INC Technology 3,222.0 $1.1M 0.06% +484.0 +17.7% $341.02 -0.1%
285 PPL PPL CORP Utilities 30,169.0 $1.1M 0.06% -9K -23.3% $36.35 -3.2%
286 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 6,278.0 $1.1M 0.06% -667.0 -9.6% $173.13 -4.9%
287 WSFS WSFS FINL CORP Financial Services 14,000.0 $1.1M 0.06% $76.73 +2.6%
288 KIM KIMCO REALTY CORP Real Estate 42,274.0 $1.1M 0.06% NEW $25.35 -5.3%
289 HUBB HUBBELL INC Industrials 2,044.0 $1.1M 0.06% -51.0 -2.4% $523.22 -10.5%
290 ARCC ARES CAPITAL CORP Financial Services 57,549.0 $1.1M 0.06% NEW $18.53 +7.5%
291 TWLO TWILIO INC Communication Services 5,152.0 $1.1M 0.06% -6K -53.8% $206.33 +10.2%
292 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 10,954.0 $1.1M 0.06% NEW $96.12 -50.0%
293 NOC NORTHROP GRUMMAN CORP Industrials 2,059.0 $1.0M 0.06% +80.0 +4.0% $509.27 +8.0%
294 RACE FERRARI N V Consumer Cyclical 2,816.0 $1.0M 0.06% +282.0 +11.1% $372.23 +10.9%
295 CRM SALESFORCE INC Technology 6,662.0 $1.0M 0.06% +4K +191.3% $156.67 +31.0%
296 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,480.0 $1.0M 0.06% +4K +66.9% $109.77 +0.8%
297 MELI MERCADOLIBRE INC Consumer Cyclical 613.0 $1.0M 0.06% -9.0 -1.4% $1697.39 +15.2%
298 RS RELIANCE INC Basic Materials 2,769.0 $1.0M 0.05% -312.0 -10.1% $373.53 +4.4%
299 VV VANGUARD INDEX FDS 2,966.0 $1.0M 0.05% $343.92 +2.5%
300 TECH BIO-TECHNE CORP Healthcare 14,342.0 $1.0M 0.05% +4K +41.8% $70.65 +2.4%
Page 15 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%