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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 25 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MAS MASCO CORP Industrials 4,952.0 $403K 0.02% +45.0 +0.9% $81.37 -10.4%
482 HLNE HAMILTON LANE INC Financial Services 5,103.0 $402K 0.02% NEW $78.83 +35.5%
483 EXC EXELON CORP Utilities 8,605.0 $401K 0.02% $46.62 -5.0%
484 EMPIRE ST RLTY OP L P 72,272.0 $401K 0.02% NEW $5.55
485 ZTS ZOETIS INC Healthcare 5,545.0 $398K 0.02% +2K +53.7% $71.86 +7.6%
486 FESM FIDELITY COVINGTON TRUST 8,235.0 $398K 0.02% NEW $48.29 -1.1%
487 IJT ISHARES TR 2,222.0 $397K 0.02% NEW $178.59 -3.0%
488 Q QNITY ELECTRONICS INC Technology 2,426.0 $396K 0.02% -866.0 -26.3% $163.32 -22.5%
489 SMH VANECK ETF TRUST 603.0 $395K 0.02% NEW $655.86 -15.3%
490 EXPD EXPEDITORS INTL WASH INC Industrials 2,421.0 $395K 0.02% NEW $163.00 +16.0%
491 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,278.0 $394K 0.02% +276.0 +6.9% $92.09 -1.9%
492 QXO QXO INC Industrials 22,710.0 $392K 0.02% +452.0 +2.0% $17.28 -19.9%
493 VGLT VANGUARD SCOTTSDALE FDS 7,094.0 $391K 0.02% $55.18 -2.9%
494 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3,397.0 $389K 0.02% -137.0 -3.9% $114.41 -16.9%
495 FLEX FLEX LTD Technology 2,393.0 $388K 0.02% -12K -83.8% $162.07 -32.6%
496 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 15,434.0 $387K 0.02% +77.0 +0.5% $25.06 +15.5%
497 PYPL PAYPAL HLDGS INC Financial Services 8,946.0 $386K 0.02% -19K -68.0% $43.18 +44.2%
498 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 10,564.0 $385K 0.02% +3K +48.2% $36.49 +6.7%
499 CL COLGATE PALMOLIVE CO Consumer Defensive 4,179.0 $383K 0.02% +32.0 +0.8% $91.68 -0.4%
500 FERG FERGUSON ENTERPRISES INC Industrials 1,608.0 $382K 0.02% +30.0 +1.9% $237.34 -2.0%
Page 25 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%