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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 18 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FSLR FIRST SOLAR INC Energy 3,439.0 $811K 0.04% -77.0 -2.2% $235.96 -12.8%
342 EPR EPR PPTYS Real Estate 13,845.0 $803K 0.04% NEW $58.01 +3.4%
343 VGT VANGUARD WORLD FD 6,698.0 $801K 0.04% +6K +573.8% $119.53 -1.3%
344 EXTR EXTREME NETWORKS INC Technology 24,605.0 $796K 0.04% NEW $32.37 -29.5%
345 TROX TRONOX HOLDINGS PLC Basic Materials 124,127.0 $782K 0.04% $6.30 -13.3%
346 EPSN EPSILON ENERGY LTD Energy 144,461.0 $782K 0.04% NEW $5.41 +7.9%
347 BE BLOOM ENERGY CORP Industrials 2,561.0 $775K 0.04% NEW $302.70 -27.9%
348 BK BANK OF NY MELLON CORP Financial Services 5,274.0 $763K 0.04% -11K -68.0% $144.61 -1.9%
349 SPACE EXPLORATION TECHN CORP 4,461.0 $762K 0.04% NEW $170.86
350 MTD METTLER TOLEDO INTERNATIONAL Healthcare 595.0 $760K 0.04% +137.0 +29.9% $1277.51 +9.4%
351 DCI DONALDSON INC Industrials 8,430.0 $757K 0.04% -173.0 -2.0% $89.77 +6.0%
352 SNDK SANDISK CORP Technology 332.0 $755K 0.04% NEW $2273.73 -34.1%
353 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.04% $748850.00
354 CVS CVS HEALTH CORP Healthcare 7,202.0 $745K 0.04% -214.0 -2.9% $103.45 -8.9%
355 ROK ROCKWELL AUTOMATION INC Industrials 1,497.0 $741K 0.04% -84.0 -5.3% $495.03 -12.8%
356 KOS KOSMOS ENERGY LTD Energy 344,279.0 $726K 0.04% NEW $2.11 +32.2%
357 SE SEA LTD Consumer Cyclical 7,549.0 $723K 0.04% +579.0 +8.3% $95.83 +24.3%
358 IGIB ISHARES TR 13,566.0 $721K 0.04% +3K +24.7% $53.17 -1.4%
359 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 11,885.0 $721K 0.04% -1K -11.1% $60.67 +22.4%
360 R RYDER SYS INC Industrials 2,730.0 $720K 0.04% -272.0 -9.1% $263.80 -5.4%
Page 18 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%