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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 24 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 QQEW FIRST TR EXCHANGE-TRADED FD 2,820.0 $450K 0.02% $159.60 +2.7%
462 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,002.0 $450K 0.02% +55.0 +1.4% $112.33 +39.1%
463 SCHV SCHWAB STRATEGIC TR 12,731.0 $443K 0.02% +101.0 +0.8% $34.81 +0.5%
464 OKTA OKTA INC Technology 3,231.0 $441K 0.02% +137.0 +4.4% $136.45 -5.2%
465 BNDX VANGUARD CHARLOTTE FDS 9,035.0 $438K 0.02% $48.43 -1.3%
466 VTEB VANGUARD MUN BD FDS 8,617.0 $436K 0.02% -11K -55.2% $50.58 -2.1%
467 NU NU HLDGS LTD Financial Services 32,486.0 $434K 0.02% -6K -14.6% $13.36 +14.2%
468 TMUS T-MOBILE US INC Communication Services 2,573.0 $432K 0.02% +493.0 +23.7% $167.74 +7.7%
469 F FORD MTR CO Consumer Cyclical 30,968.0 $430K 0.02% -6K -16.0% $13.90 -0.3%
470 CTAS CINTAS CORP Industrials 2,530.0 $430K 0.02% +1K +96.4% $170.06 +20.9%
471 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,701.0 $429K 0.02% -2K -34.0% $91.21 -18.9%
472 VRSN VERISIGN INC Technology 1,696.0 $427K 0.02% -69.0 -3.9% $251.52 +16.7%
473 VHT VANGUARD WORLD FD 1,424.0 $426K 0.02% -13.0 -0.9% $299.11 +9.4%
474 XLI SELECT SECTOR SPDR TR 2,278.0 $422K 0.02% +139.0 +6.5% $185.25 -2.7%
475 MRVL MARVELL TECHNOLOGY INC Technology 1,403.0 $418K 0.02% -1K -43.1% $297.83 -18.8%
476 VBR VANGUARD INDEX FDS 1,702.0 $413K 0.02% $242.92 +2.5%
477 UWM PROSHARES TR 6,103.0 $410K 0.02% $67.23 -2.2%
478 IVT INVENTRUST PPTYS CORP Real Estate 11,558.0 $409K 0.02% $35.40 -7.5%
479 AEIS ADVANCED ENERGY INDS Industrials 1,092.0 $407K 0.02% NEW $372.87 -24.9%
480 ASIX ADVANSIX INC Basic Materials 20,356.0 $405K 0.02% NEW $19.88 -17.5%
Page 24 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%