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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 26 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MGNI MAGNITE INC Communication Services 20,106.0 $382K 0.02% +3K +18.3% $18.98 +22.2%
502 GSM FERROGLOBE PLC Basic Materials 119,217.0 $379K 0.02% NEW $3.18 +26.1%
503 IWB ISHARES TR 922.0 $377K 0.02% -819.0 -47.0% $409.33 +2.6%
504 IUSG ISHARES TR 1,981.0 $373K 0.02% NEW $188.11 +0.7%
505 MRCY MERCURY SYS INC Industrials 3,026.0 $370K 0.02% NEW $122.33 -27.4%
506 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,015.0 $362K 0.02% NEW $45.12 -18.1%
507 HDV ISHARES TR 13,182.0 $361K 0.02% +11K +500.0% $27.41 +9.0%
508 IEF ISHARES TR 3,820.0 $361K 0.02% +591.0 +18.3% $94.57 -1.4%
509 FAST FASTENAL CO Industrials 7,517.0 $361K 0.02% NEW $48.03 +6.6%
510 APTIV PLC 5,853.0 $359K 0.02% -243.0 -4.0% $61.38
511 AVUS AMERICAN CENTY ETF TR 2,756.0 $353K 0.02% $128.07 +2.0%
512 DES WISDOMTREE TR 8,587.0 $349K 0.02% -2K -18.6% $40.68 +0.1%
513 MEDP MEDPACE HLDGS INC Healthcare 653.0 $346K 0.02% NEW $529.24 +16.5%
514 MGV VANGUARD WORLD FD 2,111.0 $345K 0.02% NEW $163.44 +3.2%
515 AAOI APPLIED OPTOELECTRONICS INC Technology 2,291.0 $339K 0.02% NEW $148.16 -25.2%
516 CLBT CELLEBRITE DI LTD Technology 23,197.0 $339K 0.02% +13K +126.4% $14.60 -23.1%
517 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,493.0 $338K 0.02% NEW $45.11 +19.7%
518 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,896.0 $338K 0.02% +2K +2030.3% $178.24 +17.9%
519 FNB F N B CORP Financial Services 17,672.0 $337K 0.02% -401.0 -2.2% $19.08 -2.8%
520 EW EDWARDS LIFESCIENCES CORP Healthcare 3,683.0 $333K 0.02% $90.46 +0.8%
Page 26 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%