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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 29 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FCX FREEPORT MCMORAN INC Basic Materials 4,447.0 $280K 0.01% -5K -52.9% $62.89 +25.8%
562 OXY OCCIDENTAL PETE CORP Energy 5,747.0 $279K 0.01% -106.0 -1.8% $48.57 +21.3%
563 AN AUTONATION INC Consumer Cyclical 1,502.0 $279K 0.01% -3K -66.6% $185.79 +5.4%
564 TER TERADYNE INC Technology 574.0 $278K 0.01% NEW $483.85 -24.2%
565 STLD STEEL DYNAMICS INC Basic Materials 1,210.0 $278K 0.01% -14.0 -1.1% $229.51 +0.1%
566 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 717.0 $277K 0.01% -11K -94.0% $386.85 +3.2%
567 SITM SITIME CORP Technology 371.0 $277K 0.01% -253.0 -40.5% $745.56 -19.8%
568 KB KB FINL GROUP INC Financial Services 2,632.0 $276K 0.01% +150.0 +6.0% $104.96 +14.4%
569 COWZ PACER FDS TR 4,418.0 $275K 0.01% -483.0 -9.9% $62.19 +15.7%
570 ET ENERGY TRANSFER L P Energy 14,287.0 $273K 0.01% -471.0 -3.2% $19.12 +10.3%
571 SINCLAIR INC 19,016.0 $271K 0.01% +7K +60.0% $14.25
572 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,038.0 $270K 0.01% NEW $11.74 -4.3%
573 RKLB ROCKET LAB CORP Industrials 2,653.0 $270K 0.01% NEW $101.66 -33.7%
574 GLOBUS MED INC 3,409.0 $269K 0.01% -8K -70.2% $79.01
575 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 12,544.0 $269K 0.01% $21.45 +22.3%
576 SHW SHERWIN WILLIAMS CO Basic Materials 781.0 $269K 0.01% +66.0 +9.2% $344.39 +1.2%
577 PENG PENGUIN SOLUTIONS INC Technology 3,535.0 $269K 0.01% NEW $76.01 -34.2%
578 MBB ISHARES TR 2,835.0 $268K 0.01% NEW $94.52 -0.9%
579 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,898.0 $264K 0.01% NEW $139.08 -3.2%
580 TEL TE CONNECTIVITY PLC Technology 1,309.0 $264K 0.01% +11.0 +0.8% $201.54 -0.7%
Page 29 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%