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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 28 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AUB ATLANTIC UN BANKSHARES CORP Financial Services 7,136.0 $302K 0.02% -1K -15.9% $42.31 -4.2%
542 A AGILENT TECHNOLOGIES INC Healthcare 2,268.0 $301K 0.02% +437.0 +23.9% $132.85 +16.5%
543 VCEL VERICEL CORP Healthcare 6,754.0 $300K 0.02% $44.49 -2.9%
544 NUV NUVEEN MUN VALUE FD INC Financial Services 32,500.0 $300K 0.02% NEW $9.22 -2.5%
545 SEIC SEI INVTS CO Financial Services 3,412.0 $299K 0.02% NEW $87.71 +26.5%
546 SCHP SCHWAB STRATEGIC TR 11,279.0 $299K 0.02% +3K +28.5% $26.50 -1.5%
547 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,166.0 $298K 0.02% -4K -79.0% $255.93 +32.1%
548 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,341.0 $296K 0.02% NEW $88.61 -37.3%
549 HAL HALLIBURTON CO Energy 8,671.0 $294K 0.01% +1K +14.6% $33.95 -0.4%
550 APH AMPHENOL CORP Technology 1,669.0 $294K 0.01% NEW $176.37 -10.0%
551 MPLX MPLX LP Energy 5,209.0 $293K 0.01% NEW $56.33 +3.6%
552 CLSE TRUST FOR PROFESSIONAL MANAG 8,589.0 $293K 0.01% NEW $34.14 -2.3%
553 TEAM ATLASSIAN CORPORATION Technology 3,755.0 $292K 0.01% +676.0 +22.0% $77.79 +114.0%
554 SLV ISHARES SILVER TR Financial Services 5,448.0 $291K 0.01% -5K -50.2% $53.47 +16.6%
555 CSX CSX CORP Industrials 6,124.0 $291K 0.01% -3K -34.5% $47.53 +8.4%
556 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 913.0 $290K 0.01% $317.50 -7.9%
557 NOVT NOVANTA INC Technology 1,782.0 $289K 0.01% -592.0 -24.9% $162.24 -13.9%
558 BSX BOSTON SCIENTIFIC CORP Healthcare 6,694.0 $286K 0.01% -6K -45.4% $42.68 +16.8%
559 SCHM SCHWAB STRATEGIC TR 7,690.0 $284K 0.01% +251.0 +3.4% $36.87 -2.7%
560 INTU INTUIT Technology 1,086.0 $283K 0.01% -380.0 -25.9% $261.03 +36.9%
Page 28 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%