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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.7B AUM 656 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 29 New 232 Added 282 Reduced 76 Exited
Page 19 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MTD METTLER TOLEDO INTERNATIONAL Healthcare 458.0 $639K 0.04% +9.0 +2.0% $1394.19 -20.3%
362 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 6,520.0 $638K 0.04% +86.0 +1.3% $97.89 +17.7%
363 NU NU HLDGS LTD Financial Services 38,038.0 $637K 0.04% -6K -14.5% $16.74 -21.6%
364 IGSB ISHARES TR 11,933.0 $631K 0.04% -3K -19.7% $52.88 -0.8%
365 MRSH MARSH & MCLENNAN COS INC Financial Services 3,390.0 $629K 0.04% -3K -46.4% $185.50 -11.7%
366 RGEN REPLIGEN CORP Healthcare 3,802.0 $623K 0.04% -1K -22.6% $163.86 -29.3%
367 MPWR MONOLITHIC PWR SYS INC Technology 686.0 $621K 0.04% +18.0 +2.7% $905.96 +77.8%
368 WEC WEC ENERGY GROUP INC Utilities 5,886.0 $621K 0.04% +56.0 +1.0% $105.46 +7.5%
369 EVEREST GROUP LTD 1,814.0 $616K 0.04% -36.0 -1.9% $339.40
370 VOT VANGUARD INDEX FDS 2,205.0 $616K 0.04% -41.0 -1.8% $279.19 +5.5%
371 ROK ROCKWELL AUTOMATION INC Industrials 1,581.0 $615K 0.04% -1K -40.5% $388.98 +17.3%
372 ICICI BANK LIMITED 20,498.0 $611K 0.04% -352.0 -1.7% $29.80
373 IDA IDACORP INC Utilities 4,815.0 $609K 0.04% $126.57 +13.2%
374 CRM SALESFORCE INC Technology 2,287.0 $606K 0.04% -160.0 -6.5% $264.86 -30.7%
375 NI NISOURCE INC Utilities 14,474.0 $604K 0.04% +155.0 +1.1% $41.76 +14.0%
376 MMS MAXIMUS INC Industrials 6,944.0 $599K 0.04% +397.0 +6.1% $86.32 -28.0%
377 IVW ISHARES TR 4,833.0 $596K 0.04% -101.0 -2.0% $123.25 +11.9%
378 TECH BIO-TECHNE CORP Healthcare 10,118.0 $595K 0.04% -7K -41.2% $58.81 -17.2%
379 ALK ALASKA AIR GROUP INC Industrials 11,814.0 $594K 0.04% +387.0 +3.4% $50.30 -9.5%
380 CTVA CORTEVA INC Basic Materials 8,836.0 $592K 0.04% -2K -15.3% $67.03 +18.9%
Page 19 of 33  ·  656 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 27.2%
Financial Services 23.8%
Industrials 9.0%
Healthcare 8.8%
Communication Services 7.3%
Consumer Cyclical 7.1%
Consumer Defensive 5.8%
Energy 5.0%
Real Estate 2.4%
Utilities 2.1%