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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 23 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VRT VERTIV HOLDINGS CO Industrials 1,427.0 $478K 0.03% NEW $334.74 -23.6%
442 CF CF INDUSTRIES HOLD Basic Materials 4,381.0 $474K 0.03% -695.0 -13.7% $108.27 +17.5%
443 QDEL QUIDELORTHO CORP Healthcare 26,918.0 $471K 0.03% NEW $17.52 -14.1%
444 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,622.0 $471K 0.03% -115.0 -6.6% $290.58 -9.8%
445 IGF ISHARES TR 7,072.0 $471K 0.03% +2K +37.3% $66.60 -1.1%
446 IYW ISHARES TR 1,867.0 $471K 0.03% -35.0 -1.8% $252.23 -2.5%
447 BRO BROWN & BROWN INC Financial Services 7,323.0 $470K 0.03% +150.0 +2.1% $64.15 +14.3%
448 VOT VANGUARD INDEX FDS 1,527.0 $468K 0.03% -678.0 -30.8% $306.20 -0.8%
449 PAYS PAYSIGN INC Technology 56,778.0 $465K 0.02% NEW $8.19 +72.6%
450 NVO NOVO-NORDISK A S Healthcare 9,675.0 $464K 0.02% +4K +79.4% $47.94 +1.5%
451 DLR DIGITAL RLTY TR INC Real Estate 2,583.0 $464K 0.02% -2K -44.1% $179.57 +7.1%
452 TRIP TRIPADVISOR INC Consumer Cyclical 33,798.0 $463K 0.02% NEW $13.71 -26.4%
453 AMP AMERIPRISE FINL INC Financial Services 1,007.0 $462K 0.02% NEW $458.61 +22.2%
454 SPGI S&P GLOBAL INC Financial Services 1,128.0 $459K 0.02% +66.0 +6.2% $407.31 +6.3%
455 GNRC GENERAC HLDGS INC Industrials 1,568.0 $459K 0.02% NEW $292.81 -31.1%
456 TCBX THIRD COAST BANCSHARES INC Financial Services 11,355.0 $459K 0.02% NEW $40.40 +12.5%
457 ALC ALCON AG Healthcare 6,821.0 $458K 0.02% -2K -26.3% $67.10 +9.3%
458 CHEF CHEFS WHSE INC Consumer Defensive 4,713.0 $453K 0.02% +241.0 +5.4% $96.10 +16.3%
459 STIP ISHARES TR 4,410.0 $451K 0.02% +203.0 +4.8% $102.16 -1.1%
460 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,535.0 $450K 0.02% -232.0 -13.1% $293.22 +3.6%
Page 23 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%