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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 19 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NAYAX LTD 10,968.0 $719K 0.04% $65.51
362 IWO ISHARES TR 1,816.0 $715K 0.04% $393.98 -2.2%
363 GWW WW GRAINGER INC Industrials 525.0 $714K 0.04% -31.0 -5.6% $1359.84 -2.0%
364 XEL XCEL ENERGY INC Utilities 8,832.0 $709K 0.04% -11K -55.9% $80.30 -3.3%
365 CNR CORE NATURAL RESOURCES INC Energy 8,847.0 $708K 0.04% NEW $80.02 +22.1%
366 BARNES & NOBLE ED INC 56,291.0 $707K 0.04% NEW $12.56
367 GIS GENERAL MILLS INC Consumer Defensive 20,204.0 $703K 0.04% -2K -10.6% $34.80 +15.7%
368 RCMT RCM TECHNOLOGIES INC Industrials 24,708.0 $698K 0.04% NEW $28.23 +44.9%
369 ICICI BANK LIMITED 23,877.0 $693K 0.04% +3K +16.5% $29.03
370 LNG CHENIERE ENERGY INC Energy 2,894.0 $692K 0.04% -104.0 -3.5% $239.03 +18.0%
371 MSI MOTOROLA SOLUTIONS INC Technology 1,661.0 $690K 0.04% +316.0 +23.5% $415.19 +17.8%
372 MGMT UNIFIED SER TR 13,465.0 $686K 0.04% NEW $50.96 +0.8%
373 D DOMINION ENERGY INC Utilities 10,009.0 $684K 0.04% -2K -13.6% $68.29 -2.1%
374 TT TRANE TECHNOLOGIES PLC Industrials 1,391.0 $683K 0.04% +9.0 +0.7% $491.30 -6.2%
375 GARP ISHARES TR 8,267.0 $682K 0.04% NEW $82.55 +0.9%
376 GILD GILEAD SCIENCES INC Healthcare 5,290.0 $668K 0.04% -6K -52.6% $126.35 +17.5%
377 CSGP COSTAR GROUP INC Real Estate 23,556.0 $667K 0.04% -1K -4.9% $28.32 +13.2%
378 HPQ HP INC Technology 30,155.0 $662K 0.04% -3K -8.8% $21.94 +36.3%
379 BLCO BAUSCH PLUS LOMB CORP Healthcare 39,913.0 $661K 0.04% NEW $16.56 +4.2%
380 PHIN PHINIA INC Consumer Cyclical 7,931.0 $653K 0.03% NEW $82.37 -15.8%
Page 19 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%