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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 20 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,170.0 $653K 0.03% NEW $206.01 +6.3%
382 GSHD GOOSEHEAD INS INC Financial Services 13,460.0 $653K 0.03% +2K +18.8% $48.50 +47.3%
383 CASS CASS INFORMATION SYS INC Industrials 12,707.0 $652K 0.03% NEW $51.32 +11.0%
384 SPHQ INVESCO EXCHANGE TRADED FD T 7,231.0 $651K 0.03% -2K -21.9% $90.09 -4.0%
385 ATNI ATN INTL INC Communication Services 24,557.0 $651K 0.03% NEW $26.49 +15.3%
386 OZK BANK OZK LITTLE ROCK ARK Financial Services 12,382.0 $645K 0.03% NEW $52.09 -5.0%
387 BN BROOKFIELD CORP Financial Services 15,133.0 $645K 0.03% +7K +78.6% $42.59 -2.2%
388 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 10,741.0 $638K 0.03% +7K +204.7% $59.36 -8.5%
389 MMM 3M CO Industrials 3,896.0 $631K 0.03% -129.0 -3.2% $161.89 +11.1%
390 NVS NOVARTIS AG Healthcare 4,005.0 $628K 0.03% +2K +129.8% $156.72 +0.5%
391 IVW ISHARES TR 4,528.0 $623K 0.03% -305.0 -6.3% $137.54 +0.8%
392 IGSB ISHARES TR 11,856.0 $621K 0.03% -77.0 -0.7% $52.41 -0.4%
393 RGLD ROYAL GOLD INC Basic Materials 3,108.0 $620K 0.03% -215.0 -6.5% $199.58 +33.3%
394 MUB ISHARES TR 5,756.0 $619K 0.03% -5K -44.3% $107.61 -2.0%
395 PTC PTC INC Technology 5,426.0 $616K 0.03% +194.0 +3.7% $113.61 +33.5%
396 DVN DEVON ENERGY CORP NEW Energy 14,814.0 $612K 0.03% NEW $41.32 +13.3%
397 KN KNOWLES CORP Technology 14,600.0 $606K 0.03% NEW $41.48 -16.8%
398 CPRT COPART INC Industrials 21,176.0 $597K 0.03% +16K +273.3% $28.19 +15.9%
399 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 51,353.0 $596K 0.03% NEW $11.60 -4.1%
400 CTVA CORTEVA INC Basic Materials 7,027.0 $595K 0.03% -2K -20.5% $84.69 -2.1%
Page 20 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%